DRH Investments, Inc.
CIK
1630709
Location
THOUSAND OAKS, CA
Portfolio Value
Micro
$97,597,351
Diversification
Diversified
Filing Date
Global Rank
#5,409
/ 8,232
▲ 445
Top Industry
Railroads
22.6%
3Y Alpha vs SPY
-8.3%
Period ended 2 months ago
Filed May 15, 2026 · 30d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+41.9%
SPY
+76.3%
Annualised alpha
-8.4%
Max drawdown
−16.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.0%
+2.7 pts
Top 5
69.5%
+2.2 pts
Top 10
100.0%
+0.0 pts
HHI
1,269
Diversified+46
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 57.0% | $55,672,884 |
| Consumer Defensive | 15.1% | $14,714,176 |
| Communication Services | 8.4% | $8,191,432 |
| Healthcare | 8.1% | $7,881,545 |
| Basic Materials | 7.7% | $7,546,595 |
| Consumer Cyclical | 3.7% | $3,589,761 |
| Financial Services | 0.0% | $958 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DEO | Diageo PLC | +24,257 | 34,599 | $2,575,895 | |
| CHE | Chemed Corp | +1,710 | 20,865 | $7,881,545 | |
| CSX | Csx Corp | +1,348 | 301,844 | $12,390,696 | |
| UNP | Union Pacific Corp | +259 | 39,858 | $9,670,347 | |
| GD | General Dynamics Corp | +127 | 35,389 | $12,146,212 | |
| WDFC | Wd 40 Co | +110 | 37,004 | $7,546,595 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
11 positions ·
$97,597,351 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 30,299 | $21,465,629 | 21.99% | |
| CSX |
Csx Corp
Industrials
|
Added | 301,844 | $12,390,696 | 12.70% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 35,389 | $12,146,212 | 12.45% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 58,388 | $12,138,281 | 12.44% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 39,858 | $9,670,347 | 9.91% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 84,991 | $8,191,432 | 8.39% | |
| CHE |
Chemed Corp
Healthcare
|
Added | 20,865 | $7,881,545 | 8.08% | |
| WDFC |
Wd 40 Co
Basic Materials
|
Added | 37,004 | $7,546,595 | 7.73% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Reduced | 28,427 | $3,589,761 | 3.68% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Added | 34,599 | $2,575,895 | 2.64% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2 | $958 | 0.00% |