- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 8 Aug 2025
- Managers listing it
- 18
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 13 listed it in both
- Shares listed
- 25,527,186
- combined, among listed positions
- Reported value
- $5.6bn
- combined, at the quarter end
Among the 95 comparable managers: 15 buyers (opened or added shares) and 5 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 Q2 2025
18 of 18 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
- Wellington Management Group LLPexisting position · 3,361,575 shares now+2,148,229
- Invesco Ltdexisting position · 1,917,398 shares now+596,863
- Arrowstreet Capital LPexisting position · 880,765 shares now+579,759
- AQR Capital Management LLCexisting position · 722,529 shares now+509,655
- Verition Fund Management LLCexisting position · 211,523 shares now+151,256
Reductions
- Maverick Capital Ltdexisting position · 9,152 shares now-43,108
- Bridgewater Associates LPexisting position · 6,636 shares now-11,976
- Winton Group Ltdexisting position · 3,828 shares now-1,962
New positions and exits
New (1)
Exited (2)
- Davidson Kempner Capital Management LPwas $60m
- Woodline Partners LPwas $37m
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 →