Fund HoldingsDRH Investments, Inc.

Total Portfolio Value
$107.92M
Total Bought
$11.52M
Total Sold
$18.34M
Net Transaction
-$6.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
HERSHEY COMPANY COM USD1.00(HSY)1061,505+61,495211,46710.63%+11,465
UNION PAC CORP(UNP)63,45860,369-3,08912,92214,82813.74%+1,906
GENERAL DYNAMICS CORP(GD)69,38462,780-6,60415,33216,30215.11%+970
CSX CORP(CSX)429,300405,778-23,52213,20114,06813.04%+867
DISNEY WALT CO COM(DIS)117,605111,237-6,3689,53210,0449.31%+512
ALPHABET INC(GOOG)125,775119,079-6,69616,58316,75215.52%+168
BERKSHIRE HATHAWAY INC DEL330110.00%0
EMERGENT BIOSOLUTIONS INC(Call)3,4156,670+3,255222167-55
MORGAN STANLEY(Put)4,7600-4,7601190-119
TESLA INC(Put)5300-5301330-133
GOLDMAN SACHS GROUP INC(Put)1,7460-1,7461400-140
NVIDIA CORPORATION(Put)1,9500-1,9501760-175
SCHWAB CHARLES CORP(Put)17,5880-17,5882290-229
DIAGEO PLC(DEO)70,86970,310-55910,57210,2419.49%-331
KROGER CO(KR)325,838307,336-18,50214,58114,04813.02%-533
SS&C TECHNOLOGIES HLDGS INC(SSNC)233,3630-233,36312,2610-12,261
Page 1 of 1