Position in DRI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,992,295
+$259,890 QoQ
Shares Held
14,525
+4.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#308
of 1,079 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Horizon Investments, LLC holds $36,328,428 across 15 Restaurants names. DRI ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
72,369 | $19,562,064 | |
| 2 | SBUX |
Starbucks Corp
|
41,936 | $4,285,439 | |
| 3 | YUM |
Yum Brands Inc
|
25,997 | $4,155,880 | |
| 4 | DRI |
Darden Restaurants Inc
This page
|
14,525 | $2,992,295 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
60,274 | $2,049,316 | |
| 6 | DPZ |
Dominos Pizza Inc
|
5,256 | $1,555,986 | |
| 7 | BJRI |
BJs RESTAURANTS INC
|
17,151 | $1,041,751 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1,858 | $359,021 |
All Filings in DRI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,992,295 | 14,525 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,732,405 | 13,938 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,069,637 | 16,681 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,428,612 | 12,758 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,555,480 | 11,724 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $362,956 | 1,747 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $312,705 | 1,675 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $272,291 | 1,659 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $265,415 | 1,754 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $289,838 | 1,734 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $287,360 | 1,749 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $250,635 | 1,750 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $289,048 | 1,730 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $316,216 | 2,038 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $588,179 | 4,252 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $510,585 | 4,042 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,872,475 | 16,553 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,526,847 | 19,006 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,217,519 | 21,359 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $281,885 | 1,861 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $331,689 | 2,272 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $447,442 | 3,151 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||