13F HOLDINGS REPORT
DRH Investments, Inc.
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001630709-23-000002
Total Value
$123.2M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KROGER CO | KR | 427,719 | $21.1M | 17.15% |
| 2 | GENERAL DYNAMICS CORP | GD | 92,145 | $21.0M | 17.08% |
| 3 | UNION PAC CORP | UNP | 81,104 | $16.3M | 13.25% |
| 4 | ALPHABET INC | GOOG | 153,062 | $15.9M | 12.93% |
| 5 | CSX CORP | CSX | 524,682 | $15.7M | 12.76% |
| 6 | DISNEY WALT CO COM | 254687106 | 155,658 | $15.6M | 12.66% |
| 7 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 266,663 | $15.1M | 12.23% |
| 8 | METLIFE INC | MET-PF | 5,024 | $1.7M | 1.38% |
| 9 | SPDR GOLD TR | GLD | 4,212 | $202,176 | 0.16% |
| 10 | NVIDIA CORPORATION | NVDA | 1,358 | $187,404 | 0.15% |
| 11 | NVIDIA CORPORATION | NVDA | 776 | $174,600 | 0.14% |
| 12 | APPLE INC | AAPL | 3,074 | $141,404 | 0.11% |
| 13 | HERSHEY COMPANY COM USD1.00 | HSY | 10 | $2,572 | 0.00% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $926 | 0.00% |