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Drh Investments Inc

Portfolio Manager
Drh Investments INC
Performance
+3.33% (2026 Q1)
AUM (13F)
$123.19M
# of Holdings
16
Performance Rank
Allocation (Top 20)
92.66%

Drh Investments Inc Holdings Map

Top 12 Drh Investments Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CAT
CATERPILLAR INC COM
17.42%30.3K$21.5M
-0.08%(-25)
2025-Q1: 0 shares2025-Q2: 30.4K shares2025-Q3: 30.4K shares2025-Q4: 30.3K shares2026-Q1: 30.3K shares
$359.00(+147.44%)
2026-03-31
GOOG
ALPHABET INC
13.44%57.7K$16.6M
-0.03%(-17)
2025-Q1: 53.5K shares2025-Q2: 57.1K shares2025-Q3: 57.3K shares2025-Q4: 57.7K shares2026-Q1: 57.7K shares
$125.01(+214.63%)
2026-03-31
CSX
CSX CORP
10.06%301.8K$12.4M
+0.45%(+1.35K)
2025-Q1: 287.5K shares2025-Q2: 300.1K shares2025-Q3: 300.9K shares2025-Q4: 300.5K shares2026-Q1: 301.8K shares
$26.33(+73.43%)
2026-03-31
GD
GENERAL DYNAMICS CORP
9.86%35.4K$12.1M
+0.36%(+127)
2025-Q1: 33.9K shares2025-Q2: 35.5K shares2025-Q3: 35.2K shares2025-Q4: 35.3K shares2026-Q1: 35.4K shares
$155.14(+115.61%)
2026-03-31
HSY
HERSHEY COMPANY COM USD1.00
9.85%58.4K$12.1M
-0.12%(-72)
2025-Q1: 55.5K shares2025-Q2: 58.9K shares2025-Q3: 58.0K shares2025-Q4: 58.5K shares2026-Q1: 58.4K shares
$189.11(-1.13%)
2026-03-31
UNP
UNION PAC CORP
7.85%39.9K$9.7M
+0.65%(+259)
2025-Q1: 36.3K shares2025-Q2: 38.4K shares2025-Q3: 39.4K shares2025-Q4: 39.6K shares2026-Q1: 39.9K shares
$184.43(+46.70%)
2026-03-31
DIS
DISNEY WALT CO COM
6.65%85.0K$8.2M
-0.92%(-785)
2025-Q1: 82.7K shares2025-Q2: 89.5K shares2025-Q3: 90.0K shares2025-Q4: 85.8K shares2026-Q1: 85.0K shares
$114.21(-10.06%)
2026-03-31
CHE
CHEMED CORP NEW
6.4%20.9K$7.9M
+8.93%(+1.71K)
2025-Q1: 14.8K shares2025-Q2: 15.5K shares2025-Q3: 21.0K shares2025-Q4: 19.2K shares2026-Q1: 20.9K shares
$532.62(-18.42%)
2026-03-31
WDFC
WD 40 CO COM
6.13%37.0K$7.5M
+0.30%(+110)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 36.9K shares2026-Q1: 37.0K shares
$197.26(+2.08%)
2026-03-31
ABNB
AIRBNB INC
2.91%28.4K$3.6M
-2.15%(-626)
2025-Q1: 65.2K shares2025-Q2: 70.8K shares2025-Q3: 91.3K shares2025-Q4: 29.1K shares2026-Q1: 28.4K shares
$128.41(+3.46%)
2026-03-31

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