DRI β€” DARDEN RESTAURANTS INC COM COMMON STOCK

Ownership history in PROSPECTOR PARTNERS LLC  Β·  48 quarters on record

This page tracks every 13F SEC filing in which PROSPECTOR PARTNERS LLC reported a position in DARDEN RESTAURANTS INC COM COMMON STOCK (DRI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.01% (2025 Q1)
πŸ“Š Avg. % of fund
0.89%
πŸ“… First filed
2004 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
48

Position Intelligence

PROSPECTOR PARTNERS LLC Γ— DRI AI Analytics

πŸ“ˆ PROSPECTOR PARTNERS LLC outperformed the S&P 500 by +12.1% annually on this DRI position. Timing score: 53% (24/45 decisions correct). Average cost basis: $87.84. Maximum drawdown during holding period: –54.2%.

πŸ“ˆ Position Alpha vs SPY
+12.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 12.1% per year on this position.
47 quarters analyzed

⏱️ Timing Score
53%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
24 of 45 add/trim decisions correct

πŸ’° Entry Quality
$87.84
+113.4% vs current ($187.43)

Best entry: $10.11 (2004 Q2)  Β·  Worst: $179.86 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–54.2%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
54%
buy-side decisions

25 adds Β· 21 trims. Bought during 7 of 13 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.44% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DRI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 63,478 -2,413 -3.7% 1.44% $12.1M $187.43
2025 Q2 REDUCED 65,891 -19,787 -23.1% 1.64% $14.4M $213.13
2025 Q1 REDUCED 85,678 -341 -0.4% 2.01% $17.8M $201.69
2024 Q4 ADDED 86,019 +20,741 +31.8% 1.78% $16.1M $179.86
2024 Q3 ADDED 65,278 +2,593 +4.1% 1.12% $10.7M $156.73
2024 Q2 ADDED 62,685 +310 +0.5% 1.06% $9.5M $143.05
2024 Q1 ADDED 62,375 +855 +1.4% 1.15% $10.4M $156.71
2023 Q4 ADDED 61,520 +235 +0.4% 1.26% $10.1M $152.81
2023 Q3 REDUCED 61,285 -9,435 -13.3% 1.18% $8.8M $131.96
2023 Q2 ADDED 70,720 +300 +0.4% 1.65% $11.8M $152.72
38 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DRI

As of 2025 Q4 β€” sorted by position size

Clear Trail Advisors, LLC 6.8% Hamlin Capital Management, LLC 3Y 7Y 3.79% WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3Y 7Y 3.03% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.86% WESTPORT ASSET MANAGEMENT INC 3Y 7Y 2.78% Running Oak Capital LLC 3Y 1.87% LRT Capital Management, LLC 3Y 1.83% Tulsa Wealth Advisors, INC 1.83% Applied Finance Capital Management, LLC 3Y 1.45% Ellsworth Advisors, LLC 3Y 1.42%
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