In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), DRH Investments, Inc. reported 9 stock positions worth $92.3 million . Its top holding was Alphabet Class C (GOOG) at 18.5% of the portfolio, followed by General Dynamics (GD, 15.6% ) and Kroger (KR, 14.4% ). Compared with Q1 2024, it added to 1 and reduced 7. The biggest buy was Diageo PLC-Sponsored ADR (DEO, shares +46% ) and the biggest sale Walt Disney (DIS, shares −4% ).
Location THOUSAND OAKS, CA
CIK 0001630709
Portfolio Value $92.3M (Q2 2024) Holdings 9 stocks · $92.3M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 GOOG Alphabet Inc. Class C 93,239 $17.1M Reduce -10.0% GD General Dynamics Corp. 49,742 $14.4M Reduce -14.8% KR Kroger Co. 265,593 $13.3M Reduce -4.7% UNP Union Pacific Corp. 52,571 $11.9M Reduce -4.0% CSX CSX Corp. 350,675 $11.7M Reduce -4.1% HSY The Hershey Co. 54,151 $10.0M Reduce -4.9% DIS The Walt Disney Co. filed as DISNEY WALT CO 99,860 $9.9M Reduce -3.7% DEO Diageo PLC-Sponsored ADR 31,495 $4.0M Add +46.4% BRK.B Berkshire Hathaway Inc. Class B 3 $1K No change
Options reported separately and not counted above: METLIFE INC puts ($297K).
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ DIS The Walt Disney Co. Reduce -3.7% 10.75% −1.67 KR Kroger Co. Reduce -4.7% 14.37% −1.21 CSX CSX Corp. Reduce -4.1% 12.71% −0.55 GD General Dynamics Corp. Reduce -14.8% 15.64% −0.50 UNP Union Pacific Corp. Reduce -4.0% 12.89% −0.29 HSY The Hershey Co. Reduce -4.9% 10.79% −0.06 GOOG Alphabet Inc. Class C Reduce -10.0% 18.54% +3.10
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ DEO Diageo PLC-Sponsored ADR Add +46.4% 4.30% +1.17
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ METLIFE INC put New 7,417 $297K METLIFE INC put Sold out 6,750 $270Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 20 $126.3M CAT, GOOG, CSX, GD, UNP Q1 2026 16 $123.2M CAT, GOOG, CSX, GD, HSY Q4 2025 15 $109.2M GOOG, CAT, GD, CSX, HSY Q3 2025 12 $109.8M CAT, GOOG, GD, ABNB, HSY Q2 2025 11 $96.8M CAT, DIS, GD, GOOG, CSX Q1 2025 11 $85.5M HSY, GD, CHE, UNP, CSX Q4 2024 10 $87.0M GOOG, DIS, DEO, UNP, KR Q3 2024 9 $95.4M GOOG, KR, GD, UNP, CSX Q2 2024 9 $92.3M GOOG, GD, KR, UNP, CSX Q1 2024 9 $102.2M GD, KR, GOOG, CSX, UNP