J. Derek Lewis & Associates Inc.
Position in DRI — Darden Restaurants Inc
CIK 2077884
NEWPORT BEACH, CA
Position in DRI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$338,680
+$8,745 QoQ
Shares Held
1,644
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#695
of 1,084 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026J. Derek Lewis & Associates Inc. holds $363,758 across 2 Restaurants names. DRI ranks #1 (93.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
This page
|
1,644 | $338,680 | |
| 2 | VENU |
Venu Holding Corp
|
11,048 | $25,078 |
All Filings in DRI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,680 | 1,644 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $329,935 | 1,683 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $340,989 | 1,853 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||