Applied Finance Capital Management, LLC
Position in DRI — Darden Restaurants Inc
CIK 1966007
SAN JUAN, PR
Position in DRI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$18,707,974
-$3,153,426 QoQ
Shares Held
90,811
-18.6% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#109
of 1,078 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Applied Finance Capital Management, LLC holds $21,537,738 across 4 Restaurants names. DRI ranks #1 (86.9% of the industry book) .
All Filings in DRI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,707,974 | 90,811 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $21,861,400 | 111,515 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,291,517 | 110,268 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $19,384,358 | 101,830 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $23,338,047 | 107,070 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $26,664,541 | 128,343 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $46,264,022 | 247,812 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $40,802,225 | 248,597 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $35,947,125 | 237,557 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $29,394,497 | 175,857 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $23,641,784 | 143,894 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $16,868,881 | 117,783 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $18,310,130 | 109,589 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,534,470 | 106,564 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,147,273 | 109,501 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||