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DRH Investments, Inc.

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13F filer, CIK 1630709, THOUSAND OAKS, CA

DRH Investments, Inc. reported $123,191,838 across 16 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 94.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001630709-26-000002

Period
2026-03-31
Reported value
$123M
Holdings
16
Top 10 weight
94.2%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DEOadded+24,257$1.81M
CHEadded+1,710$646K
ISHARES TRnew+5,235$435K
PINTEREST INCnew+564$313K
PAYPAL HLDGS INCnew+268$236K

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
SPDR S&P 500 ETF TRexited-1,318-$88.3K
ABNBreduced-626-$79.1K
DISreduced-785-$75.7K
SPDR S&P 500 ETF TRexited-1,318-$26.4K
CATreduced-25-$17.7K

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.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001630709-26-000002, largest first. % of portfolio is the value over $123,191,838, 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,414 shares; 2025Q3: 30,434 shares; 2025Q4: 30,324 shares; 2026Q1: 30,299 shares 30,299$21.5M17.42%-25Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,533 shares; 2024Q4: 80,676 shares; 2025Q1: 53,512 shares; 2025Q2: 57,115 shares; 2025Q3: 57,284 shares; 2025Q4: 57,719 shares; 2026Q1: 57,702 shares 57,702$16.6M13.44%-17Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,856 shares; 2024Q4: 262,372 shares; 2025Q1: 287,530 shares; 2025Q2: 300,082 shares; 2025Q3: 300,907 shares; 2025Q4: 300,496 shares; 2026Q1: 301,844 shares 301,844$12.4M10.06%+1,348Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,177 shares; 2024Q4: 33,058 shares; 2025Q1: 33,873 shares; 2025Q2: 35,451 shares; 2025Q3: 35,193 shares; 2025Q4: 35,262 shares; 2026Q1: 35,389 shares 35,389$12.1M9.86%+127Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,545 shares; 2024Q4: 48,722 shares; 2025Q1: 55,458 shares; 2025Q2: 58,874 shares; 2025Q3: 58,004 shares; 2025Q4: 58,460 shares; 2026Q1: 58,388 shares 58,388$12.1M9.85%-72Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,994 shares; 2024Q4: 40,418 shares; 2025Q1: 36,303 shares; 2025Q2: 38,414 shares; 2025Q3: 39,446 shares; 2025Q4: 39,599 shares; 2026Q1: 39,858 shares 39,858$9.67M7.85%+259Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,606 shares; 2024Q4: 89,137 shares; 2025Q1: 82,687 shares; 2025Q2: 89,523 shares; 2025Q3: 90,027 shares; 2025Q4: 85,776 shares; 2026Q1: 84,991 shares 84,991$8.19M6.65%-785Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,396 shares; 2026Q1: 7,387 shares 7,387$8.06M6.54%-9
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,847 shares; 2025Q2: 15,482 shares; 2025Q3: 20,975 shares; 2025Q4: 19,155 shares; 2026Q1: 20,865 shares 20,865$7.88M6.4%+1,710Timeline
WDFCWD 40 COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,894 shares; 2026Q1: 37,004 shares 37,004$7.55M6.13%+110Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,100 shares; 2025Q1: 65,164 shares; 2025Q2: 70,846 shares; 2025Q3: 91,272 shares; 2025Q4: 29,053 shares; 2026Q1: 28,427 shares 28,427$3.59M2.91%-626Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,537 shares; 2024Q4: 74,149 shares; 2025Q1: 75,302 shares; 2025Q2: 79,911 shares; 2025Q3: 78,504 shares; 2025Q4: 10,342 shares; 2026Q1: 34,599 shares 34,599$2.58M2.09%+24,257Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,235 shares 5,235$435K0.35%new
PINTEREST INCPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 564 shares 564$313K0.25%new
PAYPAL HLDGS INCPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 268 shares 268$236K0.19%new
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2$958<0.01%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SPDR S&P 500 ETF TRSPDR S&P 500 ETF TR1,318$88.3Kshares
SPDR S&P 500 ETF TRSPDR S&P 500 ETF TR1,318$26.4Kshares

How Q1 2026 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 0001630709-26-000002 base2026-05-15acceptance time not in the bulk data set