DRH Investments, Inc.
Long book
$123.2M
Q1 2026
Positions
16
Top-10 weight
94%
concentration
Last quarter
+18.2%
SPY +14.8%
Turnover
28%
of book per quarter
Strategy in plain words
auto-generated from filingsDRH Investments, Inc. is a concentrated fundamental stock-picker, running a $123.2M US long book across 16 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-3.8%
Q2 2024
+3.9%
Q3 2024
-0.3%
Q4 2024
-5.7%
Q1 2025
+4.4%
Q2 2025
+8.5%
Q3 2025
+6.6%
Q4 2025
+3.6%
Q1 2026
+18.2%
Sector allocation
No sector data
Long book by quarter
What does DRH Investments, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 16 | $123.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 15 | $109.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 12 | $109.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 11 | $96.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 11 | $85.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 13 | $87.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 14 | $96.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 10 | $92.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 10 | $102.4M | canonical | SEC ↗ |
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