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DRH Investments, Inc.

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13F filer, CIK 1630709, THOUSAND OAKS, CA

DRH Investments, Inc. reported $96,754,149 across 11 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 100% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001630709-25-000005

Period
2025-06-30
Reported value
$96.8M
Holdings
11
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CATnew+30,414$11.8M
DISadded+6,836$848K
ABNBadded+5,682$752K
GOOGadded+3,603$639K
HSYadded+3,416$567K

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
KRexited-123,696-$8.37M

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, Q2 2025

Share positions as resolved from 13F-HR 0001630709-25-000005, largest first. % of portfolio is the value over $96,754,149, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,414 shares 30,414$11.8M12.2%newTimeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,606 shares; 2024Q4: 89,137 shares; 2025Q1: 82,687 shares; 2025Q2: 89,523 shares 89,523$11.1M11.47%+6,836Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,177 shares; 2024Q4: 33,058 shares; 2025Q1: 33,873 shares; 2025Q2: 35,451 shares 35,451$10.3M10.69%+1,578Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,533 shares; 2024Q4: 80,676 shares; 2025Q1: 53,512 shares; 2025Q2: 57,115 shares 57,115$10.1M10.47%+3,603Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,856 shares; 2024Q4: 262,372 shares; 2025Q1: 287,530 shares; 2025Q2: 300,082 shares 300,082$9.79M10.12%+12,552Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,545 shares; 2024Q4: 48,722 shares; 2025Q1: 55,458 shares; 2025Q2: 58,874 shares 58,874$9.77M10.1%+3,416Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,100 shares; 2025Q1: 65,164 shares; 2025Q2: 70,846 shares 70,846$9.38M9.69%+5,682Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,994 shares; 2024Q4: 40,418 shares; 2025Q1: 36,303 shares; 2025Q2: 38,414 shares 38,414$8.84M9.13%+2,111Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,537 shares; 2024Q4: 74,149 shares; 2025Q1: 75,302 shares; 2025Q2: 79,911 shares 79,911$8.06M8.33%+4,609Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,847 shares; 2025Q2: 15,482 shares 15,482$7.54M7.79%+635Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares 3$1.46K<0.01%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
KRKROGER CO123,696$8.37Mshares

How Q2 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 0001630709-25-000005 base2025-08-13acceptance time not in the bulk data set