Drh Investments, Inc. Portfolio Stock Holdings
Drh Investments, Inc. disclosed 16 stock positions valued at approximately $123.2 million in its latest SEC 13F filing. The largest holdings include CATERPILLAR INC COM, ALPHABET INC, and CSX CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 16
- Portfolio Value
- $123.2M
Holdings by Sector
Drh Investments, Inc. Portfolio Holdings in Q1 2026
12 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CATERPILLAR INC COM | CAT | Industrials | 17.42% | 30,299 | -25 | -0.08% | $21,465,630 |
| ALPHABET INC | GOOG | Communication Services | 13.44% | 57,702 | -17 | -0.03% | $16,552,396 |
| CSX CORP | CSX | Industrials | 10.06% | 301,844 | +1,348 | +0.45% | $12,390,696 |
| GENERAL DYNAMICS CORP | GD | Industrials | 9.86% | 35,389 | +127 | +0.36% | $12,146,213 |
| HERSHEY COMPANY COM USD1.00 | HSY | Consumer Defensive | 9.85% | 58,388 | -72 | -0.12% | $12,138,281 |
| UNION PAC CORP | UNP | Industrials | 7.85% | 39,858 | +259 | +0.65% | $9,670,348 |
| DISNEY WALT CO COM | DIS | Communication Services | 6.65% | 84,991 | -785 | -0.92% | $8,191,433 |
| CHEMED CORP NEW | CHE | Healthcare | 6.40% | 20,865 | +1,710 | +8.93% | $7,881,545 |
| WD 40 CO COM | WDFC | Basic Materials | 6.13% | 37,004 | +110 | +0.30% | $7,546,596 |
| AIRBNB INC | ABNB | Consumer Cyclical | 2.91% | 28,427 | -626 | -2.15% | $3,589,762 |
| DIAGEO PLC | DEO | Consumer Defensive | 2.09% | 34,599 | +24,257 | +234.55% | $2,575,896 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.00% | 2 | - | - | $958 |