DRH Investments, Inc. holds a concentrated book of 20 reported positions worth $126.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Ishares TR and trimmed Caterpillar Inc. Their largest long position is Caterpillar Inc at 20% of the reported non-option book. Cloning the disclosed picks since 2025 would be +29% (+26.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +33.8%, a 5.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning DRH Investments, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as DRH Investments, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Dan Sundheim | 3 / 20 | $21.8B |
| Daniel Investment Group, Inc. | 3 / 20 | $100.5M |
| Ardent Capital Management, Inc. | 2 / 20 | $113.7M |
| Founders Capital Management, LLC | 8 / 20 | $275.0M |
| Gates Foundation Trust | 2 / 20 | $14.1B |
| Granite Group Advisors, LLC | 3 / 20 | $66.1M |
| Li Lu | 2 / 20 | $1.4B |
| Templeton & Phillips Capital Management, LLC | 3 / 20 | $48.0M |
Ranked by the share of each fund's own book sitting in the names it shares with DRH Investments, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Inc Com COM | $25.3M | 23.8K | 20.0% | ▼−22% Reduced · −7K sh | |
| 2 | Alphabet Inc CAP STK CL C | $20.3M | 57.3K | 16.0% | ▼−0.7% Reduced · −390 sh | |
| 3 | CSX Corp COM | $14.3M | 300.5K | 11.3% | ▼−0.4% Reduced · −1K sh | |
| 4 | General Dynamics Corp COM | $12.5M | 35.4K | 9.9% | ▼−0.1% Reduced · −19 sh | |
| 5 | Union Pac Corp COM | $10.4M | 38.4K | 8.3% | ▼−3.7% Reduced · −1K sh | |
| 6 | Hershey Company Com Usd1.00 COM | $9.8M | 55.7K | 7.7% | ▼−4.6% Reduced · −3K sh | |
| 7 | Disney Walt Co Com COM | $8.7M | 90.7K | 6.9% | ▲+6.7% Added · +6K sh | |
| 8 | Chemed Corp New COM | $8.7M | 18.6K | 6.9% | ▼−11% Reduced · −2K sh | |
| 9 | WD 40 Co Com COM | $8.3M | 34.2K | 6.6% | ▼−7.7% Reduced · −3K sh | |
| 10 | Airbnb Inc COM CL A | $5.1M | 35.4K | 4.0% | ▲+25% Added · +7K sh | |
| 11 | Diageo PLC SPON ADR NEW | $933K | 11.6K | 0.7% | ▼−66% Reduced · −23K sh | |
| 12 | Ishares TR CALL | $318K | 5.2K | 0.3% | ▲New New position | |
| 13 | Adobe Inc Com COM | $310K | 1.5K | 0.2% | ▲New New position | |
| 14 | Autodesk Inc COM | $309K | 1.6K | 0.2% | ▲New New position | |
| 15 | Intuit Inc COM | $306K | 1.2K | 0.2% | ▲New New position | |
| 16 | Salesforce Inc Com COM | $302K | 1.9K | 0.2% | ▲New New position | |
| 17 | Ishares TR CALL | $294K | 7.4K | 0.2% | ▼−0.4% Reduced · −28 sh | |
| 18 | Ishares Silver TR CALL | $161K | 1.6K | 0.1% | ▲New New position | |
| 19 | Space Exploration Techn Corp CLASS A COM STK | $19K | 110 | <0.1% | →Listed Newly reportable | |
| 20 | Berkshire Hathaway Inc Del CL B NEW | $1K | 2 | <0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1630709/holdings"
Use Arkolith to show DRH Investments, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.