Skip to content
Disclosery

DRH Investments, Inc.

Follow

13F filer, CIK 1630709, THOUSAND OAKS, CA

DRH Investments, Inc. reported $85,463,214 across 11 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 100% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001630709-25-000002

Period
2025-03-31
Reported value
$85.5M
Holdings
11
Top 10 weight
100%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CHEnew+14,847$9.14M
HSYadded+6,736$1.15M
CSXadded+25,158$740K
GDadded+815$222K
ABNBadded+1,064$127K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGreduced-27,164-$4.24M
KRreduced-26,525-$1.8M
UNPreduced-4,115-$972K
DISreduced-6,450-$637K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001630709-25-000002, largest first. % of portfolio is the value over $85,463,214, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,545 shares; 2024Q4: 48,722 shares; 2025Q1: 55,458 shares 55,458$9.49M11.1%+6,736Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,177 shares; 2024Q4: 33,058 shares; 2025Q1: 33,873 shares 33,873$9.23M10.8%+815Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,847 shares 14,847$9.14M10.69%newTimeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,994 shares; 2024Q4: 40,418 shares; 2025Q1: 36,303 shares 36,303$8.58M10.04%-4,115Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,856 shares; 2024Q4: 262,372 shares; 2025Q1: 287,530 shares 287,530$8.46M9.9%+25,158Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,186 shares; 2024Q4: 150,221 shares; 2025Q1: 123,696 shares 123,696$8.37M9.8%-26,525Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,533 shares; 2024Q4: 80,676 shares; 2025Q1: 53,512 shares 53,512$8.36M9.78%-27,164Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,606 shares; 2024Q4: 89,137 shares; 2025Q1: 82,687 shares 82,687$8.16M9.55%-6,450Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,537 shares; 2024Q4: 74,149 shares; 2025Q1: 75,302 shares 75,302$7.89M9.23%+1,153Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,100 shares; 2025Q1: 65,164 shares 65,164$7.78M9.11%+1,064Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares 3$1.6K<0.01%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PRUDENTIAL FINL INCPRUDENTIAL FINL INC3,022$72.5Kput
APPLE INCAPPLE INC1,111$45.6Kput
METLIFE INCMETLIFE INC6,800$34Kput

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001630709-25-000002 base2025-05-15acceptance time not in the bulk data set