- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 17
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 12 listed it in both
- Shares listed
- 21,347,277
- combined, among listed positions
- Reported value
- $4.4bn
- combined, at the quarter end
Among the 95 comparable managers: 9 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing DRI in Q1 2025
17 of 17 holders
What managers have written about DRI
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
- Starboard Value's letter to the Darden Restaurants board (July 2014)15 Jul 2014 · Activist letter · Subject of the letter · Starboard Value LP’s 13F
- Before the letter
- 30 Jun 2014 (Q2 2014 13F): 8,215,061 shares, reported at $380m.
- After the letter
- 30 Sep 2014 (Q3 2014 13F): 11,635,000 shares, reported at $599m.
3,419,939 more shares listed at 30 Sep 2014 than at 30 Jun 2014.
Largest increases and reductions, by shares
Increases
- Davidson Kempner Capital Management LPexisting position · 290,000 shares now+215,000
- Balyasny Asset Management LLCexisting position · 552,206 shares now+123,462
- Neuberger Berman Group LLCexisting position · 354,082 shares now+51,212
- Maverick Capital Ltdexisting position · 52,260 shares now+31,337
- Winton Group Ltdnew position · 5,790 shares now+5,790
Reductions
- Invesco Ltdexisting position · 1,320,535 shares now-545,475
- Capital World Investorsexisting position · 14,601,950 shares now-323,885
- Arrowstreet Capital LPexisting position · 301,006 shares now-271,795
- Wellington Management Group LLPexisting position · 1,213,346 shares now-253,770
- Holocene Advisors LPexisting position · 224,145 shares now-122,260
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 7 | $959m | n.a. | n.a. |
| Q3 2013 | 5 | $837m | n.a. | n.a. |
| Q4 2013 | 4 | $1.3bn | n.a. | n.a. |
| Q1 2014 | 5 | $1.2bn | n.a. | n.a. |
| Q2 2014 | 7 | $1.6bn | n.a. | n.a. |
| Q3 2014 | 8 | $2.2bn | n.a. | n.a. |
| Q4 2014 | 9 | $2.2bn | n.a. | n.a. |
| Q1 2015 | 11 | $2.2bn | n.a. | n.a. |
| Q2 2015 | 13 | $1.4bn | n.a. | n.a. |
| Q3 2015 | 11 | $1.5bn | n.a. | n.a. |
| Q4 2015 | 14 | $1.5bn | n.a. | n.a. |
| Q1 2016 | 13 | $1.2bn | n.a. | n.a. |
| Q2 2016 | 18 | $982m | n.a. | n.a. |
| Q3 2016 | 15 | $635m | n.a. | n.a. |
| Q4 2016 | 11 | $646m | n.a. | n.a. |
| Q1 2017 | 10 | $724m | n.a. | n.a. |
| Q2 2017 | 12 | $715m | n.a. | n.a. |
| Q3 2017 | 12 | $707m | n.a. | n.a. |
| Q4 2017 | 15 | $1.3bn | n.a. | n.a. |
| Q1 2018 | 17 | $1.4bn | n.a. | n.a. |
| Q2 2018 | 24 | $2.3bn | n.a. | n.a. |
| Q3 2018 | 23 | $2.1bn | n.a. | n.a. |
| Q4 2018 | 26 | $2.2bn | n.a. | n.a. |
| Q1 2019 | 24 | $2.3bn | n.a. | n.a. |
| Q2 2019 | 16 | $2.2bn | n.a. | n.a. |
| Q3 2019 | 14 | $2.1bn | n.a. | n.a. |
| Q4 2019 | 15 | $1.5bn | n.a. | n.a. |
| Q1 2020 | 18 | $987m | n.a. | n.a. |
| Q2 2020 | 18 | $1.7bn | n.a. | n.a. |
| Q3 2020 | 14 | $2.2bn | n.a. | n.a. |
| Q4 2020 | 15 | $3.0bn | n.a. | n.a. |
| Q1 2021 | 22 | $2.7bn | n.a. | n.a. |
| Q2 2021 | 17 | $3.1bn | n.a. | n.a. |
| Q3 2021 | 11 | $3.1bn | n.a. | n.a. |
| Q4 2021 | 12 | $3.0bn | n.a. | n.a. |
| Q1 2022 | 11 | $2.7bn | n.a. | n.a. |
| Q2 2022 | 12 | $2.5bn | n.a. | n.a. |
| Q3 2022 | 7 | $2.4bn | n.a. | n.a. |
| Q4 2022 | 15 | $2.7bn | n.a. | n.a. |
| Q1 2023 | 16 | $3.2bn | n.a. | n.a. |
| Q2 2023 | 16 | $3.9bn | n.a. | n.a. |
| Q3 2023 | 15 | $3.3bn | n.a. | n.a. |
| Q4 2023 | 13 | $3.8bn | 7 | 6 |
| Q1 2024 | 11 | $3.8bn | 5 | 6 |
| Q2 2024 | 11 | $3.4bn | 9 | 4 |
| Q3 2024 | 12 | $3.6bn | 6 | 7 |
| Q4 2024 | 15 | $3.9bn | 7 | 9 |
| Q1 2025 | 17 | $4.4bn | 9 | 8 |
| Q2 2025 | 18 | $5.6bn | 15 | 5 |
| Q3 2025 | 14 | $4.5bn | 8 | 6 |
| Q4 2025 | 12 | $5.2bn | 15 | 20 |
| Q1 2026 | 11 | $5.2bn | 21 | 14 |
| Q2 2026 | 13 | $4.6bn | 14 | 21 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
DRI and AMZN →DRI and TSLA →DRI and HD →Choose a stock to compare with DRI →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own DRI, latest filings →Back to the 13F Explorer →