Position in DRI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,679,160
+$160,046 QoQ
Shares Held
13,005
+1.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#321
of 1,079 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Derivatives in DRI
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$618,030
PutShares
3,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $57,772,647 across 8 Restaurants names. DRI ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
115,144 | $31,124,574 | |
| 2 | SBUX |
Starbucks Corp
|
127,962 | $13,076,436 | |
| 3 | YUM |
Yum Brands Inc
|
33,239 | $5,313,586 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
101,669 | $3,456,746 | |
| 5 | DRI |
Darden Restaurants Inc
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|
13,005 | $2,679,160 | |
| 6 | DPZ |
Dominos Pizza Inc
|
2,833 | $838,681 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
17,754 | $725,605 | |
| 8 | WING |
Wingstop Inc.
|
3,217 | $557,859 |
All Filings in DRI
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,030 | 3,000 | Put | Sole | 2026-08-18 | |
| 2026-06-30 | $2,679,160 | 13,005 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,519,114 | 12,850 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $392,080 | 2,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $608,186 | 3,305 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $681,108 | 3,578 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $871,880 | 4,000 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $2,562,237 | 11,755 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $623,280 | 3,000 | Put | Sole | 2025-05-13 | |
| 2025-03-31 | $2,442,634 | 11,757 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $933,450 | 5,000 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $2,249,241 | 12,048 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,076,080 | 12,649 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $820,650 | 5,000 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $756,600 | 5,000 | Put | Sole | 2024-08-12 | |
| 2024-06-30 | $2,067,182 | 13,661 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $668,600 | 4,000 | Put | Sole | 2024-05-14 | |
| 2024-03-31 | $2,280,761 | 13,645 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,265,204 | 13,787 | Shares | Sole | 2024-02-08 | |
| 2023-12-31 | $821,500 | 5,000 | Put | Sole | 2024-02-08 | |
| 2023-09-30 | $1,994,052 | 13,923 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $572,880 | 4,000 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $2,305,202 | 13,797 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $668,320 | 4,000 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $2,248,889 | 14,494 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,034,280 | 14,706 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,905,537 | 15,085 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,057,785 | 9,351 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $25,000 | 4,000 | Put | Sole | 2022-05-17 | |
| 2022-03-31 | $2,046,366 | 15,392 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $307,004 | 2,038 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $548,472 | 3,621 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $341,178 | 2,337 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $299,620 | 2,110 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $256,346 | 2,152 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $208,330 | 2,068 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||