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CIK: 0001630709
Total reported value
$126.3M
$126.3M
13 檔
42.0%
The Q4 2024 SEC filing reveals that DRH Investments, Inc. held a total portfolio value of $126.3M, covering 13 public equity positions.
In Q4 2024, DRH Investments, Inc. adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, DIS, DEO) accounted for 42.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 17.63% | +2.59% | -11.86% | |
| 2 | DIS | Walt Disney Co/the | Stock-Comm Services | 11.39% | +0.26% | -10.51% | |
| 3 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 10.82% | -1.35% | +121.10% | |
| 4 | UNP | Union Pacific CORP | Stock-Industrials | 10.58% | +0.41% | -22.26% | |
| 5 | KR | Kroger Co | Stock-Consumer Staples | 10.54% | — | -42.70% | |
| 6 | GD | General Dynamics CORP | Stock-Industrials | 10.00% | +0.06% | -32.78% | |
| 7 | CSX | Csx CORP | Stock-Industrials | 9.72% | +1.25% | -24.57% | |
| 8 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 9.67% | +1.10% | — | |
| 9 | HSY | Hershey Co/the | Stock-Consumer Staples | 9.47% | -2.11% | -9.01% | |
| 10 | ✓ | Prudential Finl Inc | Stock-Other | 0.08% | — | -5.18% | |
| 11 | ✓ | Stock-Other | 0.05% | — | — | ||
| 12 | ✓ | Stock-Other | 0.04% | — | -5.80% | ||
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABNB | Airbnb Inc-class A | +9.7% | NEW | New buy |
| 2 | DEO | Diageo Plc-sponsored Adr | +5.9% | +121.10% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +1.6% | -11.86% | Trim |
| 4 | DIS | Walt Disney Co/the | +1.3% | -10.51% | Trim |
| 5 | ✓ | +0.1% | NEW | New buy | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 7 | ✓ | Costco Whsl CORP New | -0.1% | EXIT | Sold out |
| 8 | ✓ | Apple Inc | -0.1% | EXIT | Sold out |
| 9 | ✓ | Tesla Inc | -0.1% | EXIT | Sold out |
| 10 | ✓ | -0.2% | -5.80% | Trim | |
| 11 | ✓ | Prudential Finl Inc | -0.2% | -5.18% | Trim |
| 12 | HSY | Hershey Co/the | -1.3% | -9.01% | Trim |
| 13 | UNP | Union Pacific CORP | -2.8% | -22.26% | Trim |
| 14 | CSX | Csx CORP | -2.9% | -24.57% | Trim |
| 15 | KR | Kroger Co | -5.2% | -42.70% | Trim |
| 16 | GD | General Dynamics CORP | -5.7% | -32.78% | Trim |
According to official SEC Form 13F filings, DRH Investments, Inc. reported a total U.S. public equity portfolio value of $126.3M across 13 disclosed positions in Q4 2024.
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Top New Position Initiated
ABNB
市值: $8.4M
Top Position Liquidated / Trimmed
TESLA INC
前期市值: $127.5K
During Q4 2024, DRH Investments, Inc.'s top holdings by market value included GOOG (17.6%)、DIS (11.4%)、DEO (10.8%). The largest single position, GOOG, represented 17.6% of total portfolio value.
In Q4 2024, DRH Investments, Inc. made 15 total portfolio adjustments, initiating 2 new buys, adding to 1 positions, trimming 9 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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