Position in DRI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$150,387
+$7,278 QoQ
Shares Held
730
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#845
of 1,079 holders
Holding Since
Mar 2020
25 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, 2026Moisand Fitzgerald Tamayo, LLC holds $693,553 across 5 Restaurants names. DRI ranks #3 (21.7% of the industry book) .
All Filings in DRI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,387 | 730 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $143,109 | 730 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $134,334 | 730 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $138,962 | 730 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $159,118 | 730 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $439,827 | 2,117 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $395,222 | 2,117 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $347,463 | 2,117 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $320,344 | 2,117 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $353,856 | 2,117 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $347,823 | 2,117 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $209,530 | 1,463 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $243,769 | 1,459 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $226,378 | 1,459 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $201,823 | 1,459 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $184,300 | 1,459 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $165,042 | 1,459 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $219,783 | 1,459 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $220,994 | 1,459 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $212,999 | 1,459 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $207,178 | 1,459 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $173,796 | 1,459 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $146,979 | 1,459 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $110,548 | 1,459 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $79,457 | 1,459 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||