Synergy Investment Management, LLC
Position in DRI — Darden Restaurants Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in DRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$437,771
+$21,186 QoQ
Shares Held
2,125
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#642
of 1,078 holders
Holding Since
Dec 2024
7 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, 2026Synergy Investment Management, LLC holds $903,689 across 5 Restaurants names. DRI ranks #1 (48.4% of the industry book) .
All Filings in DRI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,771 | 2,125 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $416,585 | 2,125 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $391,042 | 2,125 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $404,515 | 2,125 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $463,186 | 2,125 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $441,490 | 2,125 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $416,505 | 2,231 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||