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Disclosery

Sophron Capital Management L.P.: DRH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sophron Capital Management L.P. on DRH, newest first. How the timeline and the estimate are built.

Sophron Capital Management L.P. held 0 DRH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -813,676 shares

    13F-HR 0002027142-26-000003 filed by Sophron Capital Management L.P.
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 813,676 shares
    Change vs previous 13F -28,317 shares

    3.07% of the 13F portfolio, value $9,910,574.

    13F-HR 0001214659-26-010386 filed by Sophron Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 841,993 shares
    Change vs previous 13F -107,484 shares

    2.32% of the 13F portfolio, value $7,889,474.

    13F-HR 0001214659-26-006471 filed by Sophron Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 949,477 shares
    Change vs previous 13F -704,549 shares

    2.73% of the 13F portfolio, value $8,507,314.

    13F-HR 0001214659-26-001984 filed by Sophron Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,654,026 shares
    Change vs previous 13F +89,708 shares

    4.06% of the 13F portfolio, value $13,166,047.

    13F-HR 0001214659-25-016638 filed by Sophron Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,564,318 shares
    Change vs previous 13F -216,679 shares

    3.67% of the 13F portfolio, value $11,982,676.

    13F-HR 0001214659-25-012232 filed by Sophron Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,780,997 shares
    Change vs previous 13F +694,490 shares

    4.67% of the 13F portfolio, value $13,749,297.

    13F-HR 0001214659-25-007838 filed by Sophron Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,086,507 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $9,811,158.

    13F-HR 0001214659-25-002849 filed by Sophron Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).