Position in DRI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$956,283
+$69,859 QoQ
Shares Held
4,878
+1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $16,333,147 across 31 Restaurants names. DRI ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
22,968 | $7,138,224 | |
| 2 | BJRI |
BJs RESTAURANTS INC
|
89,685 | $3,147,943 | |
| 3 | SBUX |
Starbucks Corp
|
24,529 | $2,197,553 | |
| 4 | DPZ |
Dominos Pizza Inc
|
3,430 | $1,230,649 | |
| 5 | DRI |
Darden Restaurants Inc
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|
4,878 | $956,283 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
2,889 | $477,089 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
14,375 | $460,143 | |
| 8 | EAT |
Brinker International, Inc
|
3,004 | $428,881 |
All Filings in DRI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $956,283 | 4,878 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $886,424 | 4,817 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $924,578 | 4,857 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $988,058 | 4,533 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $941,568 | 4,532 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $848,879 | 4,547 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $740,554 | 4,512 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $683,058 | 4,514 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $763,541 | 4,568 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $750,029 | 4,565 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||