DRH Investments, Inc.
SEC Form 13F institutional filer · CIK 0001630709
13F-HR · 9 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
100.0%
DRH Investments, Inc. — $96.1M AUM allocation strategy
DRH Investments, Inc. files SEC Form 13F and reports $96.1M of long US equity value across 9 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 57.9%, followed by Communication Services 25.7% and Consumer Staples 12.6%.
The top 10 holdings account for 100% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
DRH Investments, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$96.1M
total across 9 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
100% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$DIS −785 sh · −$1.57M−$ABNB −626 sh · −$353K−$HSY −72 sh · +$1.5M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Rail Transportation22.9%—
- Construction Machinery & Heavy Transportation Equipment22.3%—
- Interactive Media & Services17.2%—
- Aerospace & Defense12.6%—
- Packaged Foods & Meats12.6%—
- Movies & Entertainment8.5%—
- Hotels, Resorts & Cruise Lines3.7%—
- Other holdings0.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $CAT | Caterpillar Inc | 30.3K | $21.5M | -25 | 22.3% |
| $GOOGL | Alphabet Inc | 57.7K | $16.6M | -17 | 17.2% |
| $CSX | CSX Corporation | 302K | $12.4M | +1.35K | 12.9% |
| $GD | General Dynamics Corporation | 35.4K | $12.1M | +127 | 12.6% |
| $HSY | The Hershey Company | 58.4K | $12.1M | -72 | 12.6% |
| $UNP | Union Pacific Corporation | 39.9K | $9.67M | +259 | 10.1% |
| $DIS | Walt Disney Company | 85K | $8.19M | -785 | 8.5% |
| $ABNB | Airbnb Inc | 28.4K | $3.59M | -626 | 3.7% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 2 | $958 | +0 | 0.0% |
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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