DRH Investments, Inc. reported 20 holdings worth US$126M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
DRH Investments, Inc. reported 20 holdings worth US$126M as of Jun 30, 2026. Largest: Caterpillar, Inc., Alphabet Inc (google) Class C and Csx Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$126M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Caterpillar, Inc. | 23,767 | US$25.3M | 20.0% |
| Alphabet Inc (google) Class C | 56,664 | US$20.3M | 16.0% |
| Csx Corporation | 301K | US$14.3M | 11.3% |
| General Dynamics Corporation | 35,370 | US$12.5M | 9.9% |
| Union Pacific Corporation | 38,364 | US$10.4M | 8.3% |
| The Hershey Company | 55,700 | US$9.77M | 7.7% |
| Walt Disney Company (the) | 90,715 | US$8.73M | 6.9% |
| Chemed Corp | 18,616 | US$8.67M | 6.9% |
| Wd-40 Company | 34,157 | US$8.32M | 6.6% |
| Airbnb, Inc. | 35,431 | US$5.07M | 4.0% |
| Diageo Plc | 11,603 | US$933K | 0.74% |
| Adobe Inc. | 1,513 | US$310K | 0.25% |
| Autodesk, Inc. | 1,591 | US$309K | 0.24% |
| Intuit Inc. | 1,174 | US$306K | 0.24% |
| Salesforce, Inc. | 1,929 | US$302K | 0.24% |
| Space Exploration Technologies Corp | 110 | US$18,795 | 0.01% |
| Berkshire Hathaway Inc. | 2 | US$1,001 | <0.01% |