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DRI in the 13F filings

Darden Restaurants Inc · CUSIP 237194105

Sector · Consumer discretionary
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 14 May 2024
Managers listing it
11
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 10 listed it in both
Shares listed
22,710,279
combined, among listed positions
Reported value
$3.8bn
combined, at the quarter end

Among the 93 comparable managers: 5 buyers (opened or added shares) and 6 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 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

11 of 11 holders

ActionFiling
Capital World Investors16,434,064$2.7bn0.45%Added+10,68114 May 2024 (the filing on sec.gov)
Invesco Ltd1,818,708$304m0.07%Added+259,17414 May 2024 (the filing on sec.gov)
Wellington Management Group LLP1,646,240$275munder 0.1%Trimmed-162,91515 May 2024 (the filing on sec.gov)
Steadfast Capital Management LP933,000$156m3.52%Added+85,00015 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP830,601$139m0.13%Trimmed-480,89615 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC491,365$82m0.07%Trimmed-26,00614 Nov 2024 (the filing on sec.gov)
MFS Investment Management406,300$68munder 0.1%Newnew14 May 2024 (the filing on sec.gov)
Bridgewater Associates LP109,262$18m0.09%Trimmed-37,36514 May 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP27,081$4.5munder 0.1%Trimmed-9,50515 May 2024 (the filing on sec.gov)
Maverick Capital Ltd7,857$1.3munder 0.1%Added+2,98915 May 2024 (the filing on sec.gov)
Caxton Associates LLP5,801$970k0.05%Trimmed-2,29115 May 2024 (the filing on sec.gov)

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.

Every letter beside its positions →

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
12 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
DRI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20137$959mn.a.n.a.
Q3 20135$837mn.a.n.a.
Q4 20134$1.3bnn.a.n.a.
Q1 20145$1.2bnn.a.n.a.
Q2 20147$1.6bnn.a.n.a.
Q3 20148$2.2bnn.a.n.a.
Q4 20149$2.2bnn.a.n.a.
Q1 201511$2.2bnn.a.n.a.
Q2 201513$1.4bnn.a.n.a.
Q3 201511$1.5bnn.a.n.a.
Q4 201514$1.5bnn.a.n.a.
Q1 201613$1.2bnn.a.n.a.
Q2 201618$982mn.a.n.a.
Q3 201615$635mn.a.n.a.
Q4 201611$646mn.a.n.a.
Q1 201710$724mn.a.n.a.
Q2 201712$715mn.a.n.a.
Q3 201712$707mn.a.n.a.
Q4 201715$1.3bnn.a.n.a.
Q1 201817$1.4bnn.a.n.a.
Q2 201824$2.3bnn.a.n.a.
Q3 201823$2.1bnn.a.n.a.
Q4 201826$2.2bnn.a.n.a.
Q1 201924$2.3bnn.a.n.a.
Q2 201916$2.2bnn.a.n.a.
Q3 201914$2.1bnn.a.n.a.
Q4 201915$1.5bnn.a.n.a.
Q1 202018$987mn.a.n.a.
Q2 202018$1.7bnn.a.n.a.
Q3 202014$2.2bnn.a.n.a.
Q4 202015$3.0bnn.a.n.a.
Q1 202122$2.7bnn.a.n.a.
Q2 202117$3.1bnn.a.n.a.
Q3 202111$3.1bnn.a.n.a.
Q4 202112$3.0bnn.a.n.a.
Q1 202211$2.7bnn.a.n.a.
Q2 202212$2.5bnn.a.n.a.
Q3 20227$2.4bnn.a.n.a.
Q4 202215$2.7bnn.a.n.a.
Q1 202316$3.2bnn.a.n.a.
Q2 202316$3.9bnn.a.n.a.
Q3 202315$3.3bnn.a.n.a.
Q4 202313$3.8bn76
Q1 202411$3.8bn56
Q2 202411$3.4bn94
Q3 202412$3.6bn67
Q4 202415$3.9bn79
Q1 202517$4.4bn98
Q2 202518$5.6bn155
Q3 202514$4.5bn86
Q4 202512$5.2bn1520
Q1 202611$5.2bn2114
Q2 202613$4.6bn1421

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 →