Skip to content
Disclosery

DRH Investments, Inc.

Follow

13F filer, CIK 1630709, THOUSAND OAKS, CA

DRH Investments, Inc. reported $109,836,995 across 12 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 99.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001630709-25-000006

Period
2025-09-30
Reported value
$110M
Holdings
12
Top 10 weight
99.75%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ABNBadded+20,426$2.48M
CHEadded+5,493$2.46M
GLDnew+760$270K
UNPadded+1,032$244K
DISadded+504$57.7K

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
HSYreduced-870-$162K
DEOreduced-1,407-$134K
GDreduced-258-$88K
BRK-Breduced-1-$502

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, Q3 2025

Share positions as resolved from 13F-HR 0001630709-25-000006, largest first. % of portfolio is the value over $109,836,995, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,414 shares; 2025Q3: 30,434 shares 30,434$14.5M13.22%+20Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,533 shares; 2024Q4: 80,676 shares; 2025Q1: 53,512 shares; 2025Q2: 57,115 shares; 2025Q3: 57,284 shares 57,284$14M12.7%+169Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,177 shares; 2024Q4: 33,058 shares; 2025Q1: 33,873 shares; 2025Q2: 35,451 shares; 2025Q3: 35,193 shares 35,193$12M10.93%-258Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,100 shares; 2025Q1: 65,164 shares; 2025Q2: 70,846 shares; 2025Q3: 91,272 shares 91,272$11.1M10.09%+20,426Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,545 shares; 2024Q4: 48,722 shares; 2025Q1: 55,458 shares; 2025Q2: 58,874 shares; 2025Q3: 58,004 shares 58,004$10.8M9.84%-870Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,856 shares; 2024Q4: 262,372 shares; 2025Q1: 287,530 shares; 2025Q2: 300,082 shares; 2025Q3: 300,907 shares 300,907$10.7M9.73%+825Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,606 shares; 2024Q4: 89,137 shares; 2025Q1: 82,687 shares; 2025Q2: 89,523 shares; 2025Q3: 90,027 shares 90,027$10.3M9.38%+504Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,847 shares; 2025Q2: 15,482 shares; 2025Q3: 20,975 shares 20,975$9.39M8.55%+5,493Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,994 shares; 2024Q4: 40,418 shares; 2025Q1: 36,303 shares; 2025Q2: 38,414 shares; 2025Q3: 39,446 shares 39,446$9.32M8.49%+1,032Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,537 shares; 2024Q4: 74,149 shares; 2025Q1: 75,302 shares; 2025Q2: 79,911 shares; 2025Q3: 78,504 shares 78,504$7.49M6.82%-1,407Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 760 shares 760$270K0.25%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 2 shares 2$1K<0.01%-1Timeline

How Q3 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 0001630709-25-000006 base2025-11-14acceptance time not in the bulk data set