DRH Investments, Inc.
Top Portfolio Positions
11 positions ·
$97,597,351 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
30,299 | $21,465,629 | 21.99% | |
| CSX |
Csx Corp
Industrials
|
301,844 | $12,390,696 | 12.70% | |
| GD |
General Dynamics Corp
Industrials
|
35,389 | $12,146,212 | 12.45% | |
| HSY |
Hershey Co
Consumer Defensive
|
58,388 | $12,138,281 | 12.44% | |
| UNP |
Union Pacific Corp
Industrials
|
39,858 | $9,670,347 | 9.91% | |
| DIS |
Walt Disney Co
Communication Services
|
84,991 | $8,191,432 | 8.39% | |
| CHE |
Chemed Corp
Healthcare
|
20,865 | $7,881,545 | 8.08% | |
| WDFC |
Wd 40 Co
Basic Materials
|
37,004 | $7,546,595 | 7.73% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
28,427 | $3,589,761 | 3.68% | |
| DEO |
Diageo PLC
Consumer Defensive
|
34,599 | $2,575,895 | 2.64% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WDFC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,546,595 | 37,004 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,264,428 | 36,894 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||