DRH Investments, Inc.
RIA/Wealth
DRH Investments, Inc. is a RIA/Wealth based in Thousand Oaks, CA led by Scott J Wood, reporting $159.0M in AUM as of Q3 2025 with 42% Industrials concentration and 100% concentrated in top 10 holdings.
PresidentScott J Wood
- Portfolio Value
- $109.8M
- Positions
- 12
- Top Holding
- CAT at 13.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DRH Investments, Inc.'s portfolio (99.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Agricultural - Machinery Industrials | $14.5M | 13.22% | +$9.5K Bought | 0.01% 30.4K shares | |
Internet Content & Information Communication Services | $14.0M | 12.70% | +$41.2K Bought | 0.00% 57.3K shares | |
Aerospace & Defense Industrials | $12.0M | 10.93% | -$88.0K Sold | 0.01% 35.2K shares | |
Travel Services Consumer Cyclical | $11.1M | 10.09% | +$2.5M Bought | 0.01% 91.3K shares | |
Food Confectioners Consumer Defensive | $10.8M | 9.84% | -$162.1K Sold | 0.03% 58.0K shares | |
Railroads Industrials | $10.7M | 9.73% | +$29.3K Bought | 0.02% 300.9K shares | |
Entertainment Communication Services | $10.3M | 9.38% | +$57.7K Bought | 0.01% 90.0K shares | |
Medical - Care Facilities Healthcare | $9.4M | 8.55% | +$2.5M Bought | 0.14% 21.0K shares | |
Railroads Industrials | $9.3M | 8.49% | +$243.9K Bought | 0.01% 39.4K shares | |
Unknown Unknown | $7.5M | 6.82% | -$134.3K Sold | — 78.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DRH Investments, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+35.48% | |
+28.83% | |
+2.69% | |
+0.56% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-33.33% | |
-1.76% | |
-1.48% | |
-0.73% |
Analytics
Portfolio insights and performance metrics for DRH Investments, Inc.
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