Position in DRI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$128,138
+$6,202 QoQ
Shares Held
622
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#855
of 1,078 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $542,128 across 4 Restaurants names. DRI ranks #2 (23.6% of the industry book) .
All Filings in DRI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,138 | 622 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $121,936 | 622 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $114,460 | 622 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $118,403 | 622 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $135,577 | 622 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $124,656 | 600 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $112,014 | 600 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $98,478 | 600 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $90,792 | 600 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $100,290 | 600 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $98,580 | 600 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $85,932 | 600 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $100,248 | 600 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||