Q1 2024 · 13F-HR
DRH Investments, Inc.holdings as filed
Filed 2024-05-15 · accession 0001630709-24-000003
$102.4M
Reported value
10
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 369550108 | GD | GENERAL DYNAMICS CORP | $16.5M | 16.1% | 58,373 | Common | SOLE |
| 501044101 | KR | KROGER CO | $15.9M | 15.5% | 278,580 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $15.8M | 15.4% | 103,551 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $13.6M | 13.2% | 365,614 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $13.5M | 13.1% | 54,744 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO COM | $12.7M | 12.4% | 103,684 | Common | SOLE |
| 427866108 | HSY | HERSHEY COMPANY COM USD1.00 | $11.1M | 10.8% | 56,958 | Common | SOLE |
| 25243Q205 | DEO | DIAGEO PLC | $3.2M | 3.12% | 21,508 | Common | SOLE |
| 6943249JJ | — | METLIFE INC | $270,000 | 0.26% | 6,750 | PUT | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,261 | 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.