Position in DRI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$254,628
+$12,911 QoQ
Shares Held
1,236
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#769
of 1,079 holders
Holding Since
Mar 2021
16 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, 2026MTM Investment Management, LLC holds $694,508 across 9 Restaurants names. DRI ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,136 | $307,072 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
1,236 | $254,628 | |
| 3 | YUM |
Yum Brands Inc
|
489 | $78,171 | |
| 4 | SBUX |
Starbucks Corp
|
200 | $20,438 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
404 | $16,511 | |
| 6 | DPZ |
Dominos Pizza Inc
|
31 | $9,177 | |
| 7 | ARCO |
Arcos Dorados Holdings Inc.
|
500 | $4,030 | |
| 8 | BLMN |
Bloomin' Brands, Inc.
|
300 | $2,742 |
All Filings in DRI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,628 | 1,236 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $241,717 | 1,233 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $226,160 | 1,229 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $233,191 | 1,225 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $266,141 | 1,221 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $253,051 | 1,218 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $226,828 | 1,215 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $231,670 | 1,531 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $254,736 | 1,524 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $249,407 | 1,518 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $216,405 | 1,511 | Shares | Sole | 2023-10-26 | |
| 2022-03-31 | $225,217 | 1,694 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $254,581 | 1,690 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $255,378 | 1,686 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $245,555 | 1,682 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $238,418 | 1,679 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||