Q4 2023 · 13F-HR
DRH Investments, Inc.holdings as filed
Filed 2024-02-14 · accession 0001630709-24-000001
$107.9M
Reported value
10
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K107 | GOOG | ALPHABET INC | $16.8M | 15.5% | 119,079 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $16.3M | 15.1% | 62,780 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $14.8M | 13.7% | 60,369 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $14.1M | 13.0% | 405,778 | Common | SOLE |
| 501044101 | KR | KROGER CO | $14.0M | 13.0% | 307,336 | Common | SOLE |
| 427866108 | HSY | HERSHEY COMPANY COM USD1.00 | $11.5M | 10.6% | 61,505 | Common | SOLE |
| 25243Q205 | DEO | DIAGEO PLC | $10.2M | 9.49% | 70,310 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO COM | $10.0M | 9.31% | 111,237 | Common | SOLE |
| 6644239GG | — | EMERGENT BIOSOLUTIONS INC | $166,750 | 0.15% | 6,670 | CALL | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,070 | 0.00% | 3 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.