J. Derek Lewis & Associates Inc.
Position in DRI — Darden Restaurants Inc
CIK 2077884
NEWPORT BEACH, CA
Position in DRI
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$329,935
-$11,054 QoQ
Shares Held
1,683
-9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026J. Derek Lewis & Associates Inc. holds $366,553 across 2 Restaurants names. DRI ranks #1 (90.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
This page
|
1,683 | $329,935 | |
| 2 | VENU |
Venu Holding Corp
|
11,063 | $36,618 |
All Filings in DRI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||