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| Happy Holidays!! thanks for using AUM13F!! |
| DRH Investments Inc
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| CRD # | 164945 |
| SEC # | 801-114702 |
| CIK # | 0001630709 |
| AUM | $159.0 M (2025-03-28) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 310-826-1740 |
| Address | 141 Duesenberg Drive Thousand Oaks, CA 91362 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Caterpillar Inc | 11.8 | |
| Walt Disney Co | 11.1 | |
| General Dynamics Corp | 10.3 | |
| Alphabet Inc | 10.1 | |
| CSX Corp | 9.8 | |
| Hershey Co | 9.8 | |
| Airbnb Inc | 9.4 | |
| Union Pacific Corp | 8.8 | |
| Diageo PLC | 8.1 | |
| Chemed Corp | 7.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 0.6 |
| (b) Individuals (high net worth individuals) | 78 | 143.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 11.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 4.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 333 | 159.0 |
| By Discretionary | ||
| Discretionary | 333 | 159.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 333 | 159.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 158.7 | |
| Total | 333 | 159.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001630709] | |
| SC 13G | [0001630709] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| DRH Investments Inc | S&W Seed Co | [2015-01-20] |
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