DRH Investments
THOUSAND OAKS, CAfiles as DRH Investments, Inc.
$126m in 20 US stocks at the end of 30 June 2026. The top 10 are 97.7% of the money. It changed about 10.6% of the portfolio this quarter.
Value
$126m
Stocks
20
Top 10 share
97.7%
Turnover
10.6%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TR0.3% of the fund
- AdobeADBE0.2% of the fund
- AutodeskADSK0.2% of the fund
- IntuitINTU0.2% of the fund
- SalesforceCRM0.2% of the fund
- Ishares Silver TR0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
Added
Bought more of a stock they already held.
- Walt DisneyDIS6.9% of the fund+7%
- AirbnbABNB4.0% of the fund+25%
Cut
Sold some of their stake.
- CaterpillarCAT20.0% of the fund-22%
- Union PacificUNP8.3% of the fund-4%
- HersheyHSY7.7% of the fund-5%
- ChemedCHE6.9% of the fund-11%
- WD 40WDFC6.6% of the fund-8%
- DiageoDEO0.7% of the fund-66%
Sold out
Sold their entire stake.
- Ishares TR-100%
- Pinterest-100%
- Paypal Hldgs-100%
Holdings
- Ishares TR
- Share
- 0.3%
- Value
- $318,176
- Shares
- 5,216
New
- Ishares TR
- Share
- 0.2%
- Value
- $294,360
- Shares
- 7,359
Held
- Ishares Silver TR
- Share
- 0.1%
- Value
- $160,600
- Shares
- 1,606
New
- Space Exploration TechnologiesSPCX
- Share
- <0.1%
- Value
- $18,795
- Shares
- 110
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| CaterpillarCAT | 20.0% | $25m | 23,767 | -22% |
| AlphabetGOOG | 16.0% | $20m | 57,312 | Held |
| CSXCSX | 11.3% | $14m | 300,544 | Held |
| General DynamicsGD | 9.9% | $13m | 35,370 | Held |
| Union PacificUNP | 8.3% | $10m | 38,364 | -4% |
| HersheyHSY | 7.7% | $10m | 55,700 | -5% |
| Walt DisneyDIS | 6.9% | $9m | 90,715 | +7% |
| ChemedCHE | 6.9% | $9m | 18,616 | -11% |
| WD 40WDFC | 6.6% | $8m | 34,157 | -8% |
| AirbnbABNB | 4.0% | $5m | 35,431 | +25% |
| DiageoDEO | 0.7% | $932,649 | 11,603 | -66% |
| Ishares TR | 0.3% | $318,176 | 5,216 | New |
| AdobeADBE | 0.2% | $310,195 | 1,513 | New |
| AutodeskADSK | 0.2% | $309,322 | 1,591 | New |
| IntuitINTU | 0.2% | $306,414 | 1,174 | New |
| SalesforceCRM | 0.2% | $302,197 | 1,929 | New |
| Ishares TR | 0.2% | $294,360 | 7,359 | Held |
| Ishares Silver TR | 0.1% | $160,600 | 1,606 | New |
| Space Exploration TechnologiesSPCX | <0.1% | $18,795 | 110 | New |
| Berkshire HathawayBRK-B | <0.1% | $1,001 | 2 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 30.6% since 30 June 2025.
Where the money is
Industrials49.5%
Media & telecom22.9%
Everyday goods8.5%
Health care6.9%
Materials6.6%
Retail & consumer4.0%
Technology1.0%
Financial services0.0%
Other0.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.