Q1 2025 · 13F-HR
DRH Investments, Inc.holdings as filed
Filed 2025-05-15 · accession 0001630709-25-000002
$85.5M
Reported value
11
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 427866108 | HSY | HERSHEY COMPANY COM USD1.00 | $9.5M | 11.1% | 55,458 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $9.2M | 10.8% | 33,873 | Common | SOLE |
| 16359R103 | CHE | CHEMED CORP NEW | $9.1M | 10.7% | 14,847 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $8.6M | 10.0% | 36,303 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $8.5M | 9.90% | 287,530 | Common | SOLE |
| 501044101 | KR | KROGER CO | $8.4M | 9.80% | 123,696 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $8.4M | 9.78% | 53,512 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO COM | $8.2M | 9.55% | 82,687 | Common | SOLE |
| 25243Q205 | DEO | DIAGEO PLC | $7.9M | 9.23% | 75,302 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $7.8M | 9.11% | 65,164 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,598 | 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.