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DRH Investments, Inc.
DRH Investments, Inc. is an independent SEC-registered investment adviser headquartered in Thousand Oaks, CA, founded in 2005. The firm serves high-net-worth individuals and institutional clients, providing separate account management focused on long-term, tax-efficient investment solutions. DRH Investments employs a staff led by President and CIO David R. Hansen, CFA, and includes professionals with backgrounds in finance, law, and compliance. The firm is dedicated to delivering risk-adjusted returns in excess of market indices using proprietary due diligence and fundamental analysis.
Investment Strategy
DRH Investments focuses on delivering tax-efficient, risk-adjusted returns above market indices through rigorous proprietary due diligence and fundamental analysis. Their approach emphasizes diversification, global macroeconomic hedges, and thorough evaluation of financial statements to identify undervalued businesses with sustainable competitive advantages. The investment process is designed to serve long-term investors and typically involves managing separate accounts with an account minimum of $1,000,000, though minimums may be waived at the firm's discretion.
Latest 13F Filing Activity
DRH Investments, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 11 equity positions with a total 13F market value of $97M. The fund increased holdings in Caterpillar Inc. Com, Disney Walt Co. Com, Alphabet Inc. among other positions. DRH Investments, Inc. reduced exposure to Kroger Co., Chemed Corp. New, Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CAT | CATERPILLAR INC COM | 12.20% | $11.8M | 30,414 | $388.21 | $388.21 | +$11.8M |
D DIS | DISNEY WALT CO COM | 11.47% | $11.1M | 89,523 | $95.86 | $124.01 | +$2.9M |
G GD | GENERAL DYNAMICS CORP | 10.69% | $10.3M | 35,451 | $150.75 | $291.66 | +$1.1M |
G GOOG | ALPHABET INC | 10.47% | $10.1M | 57,115 | $94.32 | $177.39 | +$1.8M |
C CSX | CSX CORP | 10.12% | $9.8M | 300,082 | $27.31 | $32.63 | +$1.3M |
Industry Allocation
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