DRH Investments Inc

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Assets, Funds, Holdings

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DRH Investments Inc
✚
CRD #164945
SEC #801-114702
CIK #0001630709
AUM 191.0 M (2026-03-30)
Employees 4 (50% Investors, 0% Brokers)
Fees
Minimum
Phone310-826-1740
Address141 Duesenberg Drive
Thousand Oaks, CA 91362
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002010201520212027
Sector Form 13F Holdings Value ($M)
Caterpillar Inc 21.5
Alphabet Inc 16.6
CSX Corp 12.4
General Dynamics Corp 12.1
Hershey Co 12.1
Union Pacific Corp 9.7
Walt Disney Co 8.2
Chemed Corp 7.9
WD 40 Co 7.5
Airbnb Inc 3.6
View All
Holdings by Sector ($M)
15012090603002019202120242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 12 0.7
(b) Individuals (high net worth individuals) 82 173.7
(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 7 11.6
(h) Charitable organizations 0 0.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 4.6
(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 332 191.0
By Discretionary
Discretionary 332 191.0
Non-Discretionary 0 0.0
Total 332 191.0
By Non-United States Persons
Non-United States Persons 0.4
United States Persons 190.6
Total 332 191.0
EDGAR Form CIK 2011 - 2026
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]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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