Position in DRI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$28,017
+$1,356 QoQ
Shares Held
136
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#927
of 1,079 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026West Branch Capital LLC holds $1,104,562 across 5 Restaurants names. DRI ranks #2 (2.5% of the industry book) .
All Filings in DRI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,017 | 136 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $26,661 | 136 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $25,026 | 136 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $25,888 | 136 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $29,643 | 136 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $28,255 | 136 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $25,389 | 136 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $22,321 | 136 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $20,579 | 136 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $22,732 | 136 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $22,344 | 136 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $19,477 | 136 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $22,722 | 136 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $21,101 | 136 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $18,812 | 136 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $17,179 | 136 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,072 | 36 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,786 | 36 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,423 | 36 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $5,452 | 36 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,255 | 36 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||