In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), DRH Investments, Inc. reported 9 stock positions worth $95.4 million . Its top holding was Alphabet Class C (GOOG) at 16.2% of the portfolio, followed by Kroger (KR, 15.8% ) and General Dynamics (GD, 15.8% ). Compared with Q2 2024, it added to 1 and reduced 7. The biggest buy was Diageo PLC-Sponsored ADR (DEO, shares +6% ) and the biggest sale Alphabet Class C (GOOG, shares −2% ).
Location THOUSAND OAKS, CA
CIK 0001630709
Portfolio Value $95.4M (Q3 2024) Holdings 9 stocks · $95.4M 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 Q2 2024 GOOG Alphabet Inc. Class C 91,533 $15.4M Reduce -1.8% KR Kroger Co. 262,186 $15.1M Reduce -1.3% GD General Dynamics Corp. 49,177 $15.1M Reduce -1.1% UNP Union Pacific Corp. 51,994 $12.9M Reduce -1.1% CSX CSX Corp. 347,856 $12.2M Reduce -0.8% HSY The Hershey Co. 53,545 $10.3M Reduce -1.1% DIS The Walt Disney Co. filed as DISNEY WALT CO 99,606 $9.7M Reduce -0.3% DEO Diageo PLC-Sponsored ADR 33,537 $4.8M Add +6.5% BRK.B Berkshire Hathaway Inc. Class B 3 $1K No change
Options reported separately and not counted above: PRUDENTIAL FINL INC puts ($255K), METLIFE INC puts ($180K), TESLA INC puts ($127K), APPLE INC puts ($99K), COSTCO WHSL CORP NEW puts ($82K).
Portfolio Sells Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▲ GOOG Alphabet Inc. Class C Reduce -1.8% 16.19% −2.35 DIS The Walt Disney Co. Reduce -0.3% 10.14% −0.61 HSY The Hershey Co. Reduce -1.1% 10.81% +0.02 CSX CSX Corp. Reduce -0.8% 12.76% +0.04 GD General Dynamics Corp. Reduce -1.1% 15.79% +0.15 UNP Union Pacific Corp. Reduce -1.1% 13.48% +0.59 KR Kroger Co. Reduce -1.3% 15.82% +1.45
Portfolio Buys Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▼ DEO Diageo PLC-Sponsored ADR Add +6.5% 5.00% +0.69
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ PRUDENTIAL FINL INC put New 3,187 $255K METLIFE INC put Reduce -2.7% 7,219 $180K TESLA INC put New 3,187 $127K APPLE INC put New 1,164 $99K COSTCO WHSL CORP NEW put New 812 $82K
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