13F HOLDINGS REPORT
DRH Investments, Inc.
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001630709-23-000001
Total Value
$120.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENERAL DYNAMICS CORP | GD | 94,331 | $23.4M | 19.36% |
| 2 | KROGER CO | KR | 436,937 | $19.5M | 16.11% |
| 3 | UNION PAC CORP | UNP | 82,897 | $17.2M | 14.20% |
| 4 | CSX CORP | CSX | 537,397 | $16.6M | 13.77% |
| 5 | ALPHABET INC | GOOG | 164,747 | $14.6M | 12.09% |
| 6 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 270,804 | $14.1M | 11.66% |
| 7 | DISNEY WALT CO COM | 254687106 | 158,022 | $13.7M | 11.36% |
| 8 | SPDR GOLD TR | GLD | 9,480 | $948,000 | 0.78% |
| 9 | SELECT SECTOR SPDR TR | 6039629QK | 8,371 | $811,987 | 0.67% |
| 10 | HERSHEY COMPANY COM USD1.00 | HSY | 10 | $2,336 | 0.00% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $927 | 0.00% |