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Disclosery

SWP Investment Management LLC: DRI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWP Investment Management LLC on DRI, newest first. How the timeline and the estimate are built.

SWP Investment Management LLC held 12,288 DRI shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,288 shares
    Change vs previous 13F +460 shares

    1.75% of the 13F portfolio, value $2,531,451.

    13F-HR 0002098300-26-000008 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 11,828 shares
    Change vs previous 13F +230 shares

    1.73% of the 13F portfolio, value $2,318,761.

    13F-HR 0002098300-26-000005 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 11,598 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,134,264.

    13F-HR 0002098300-26-000004 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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