13FPulse
DR

DRH DIAMONDROCK HOSPITALITY CO

2026Q2 · CUSIP 252784301 · Sector: REITs

Piling in

Net holder growth ranks near the top of the market

Funds that own it
317
Institutions that reported holding it to the SEC
Net increase in holders
+20
Last quarter 297 → now 317
How unusual is that
Top 20%
Stronger buying than 83% of US stocks
What the filings say, in one paragraph

317 funds held DRH at the end of 2026Q2, up 20 from the quarter before. That is stronger buying than 83.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.1B(YoY +1.0%), the P/E is 16.4x, return on equity is 10.1%. DRH has had 8 buying rushes in its history, and the price moved +2.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the REITs sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=187 2013Q4: holders=200 2014Q1: holders=203 2014Q2: holders=196 2014Q3: holders=207 2014Q4: holders=216 2015Q1: holders=208 2015Q2: holders=208 2015Q3: holders=205 2015Q4: holders=216 2016Q1: holders=217 2016Q2: holders=235 2016Q3: holders=227 2016Q4: holders=220 2017Q1: holders=220 2017Q2: holders=223 2017Q3: holders=217 2017Q4: holders=230 2018Q1: holders=230 2018Q2: holders=222 2018Q3: holders=218 2018Q4: holders=231 2019Q1: holders=215 2019Q2: holders=220 2019Q3: holders=224 2019Q4: holders=225 2020Q1: holders=213 2020Q2: holders=208 2020Q3: holders=208 2020Q4: holders=206 2021Q1: holders=198 2021Q2: holders=208 2021Q3: holders=213 2021Q4: holders=216 2022Q1: holders=215 2022Q2: holders=234 2022Q3: holders=251 2022Q4: holders=232 2023Q1: holders=217 2023Q2: holders=230 2023Q3: holders=213 2023Q4: holders=214 2024Q1: holders=223 2024Q2: holders=239 2024Q3: holders=233 2024Q4: holders=259 2025Q1: holders=252 2025Q2: holders=258 2025Q3: holders=271 2025Q4: holders=295 2026Q1: holders=297 2026Q2: holders=317 -26 -13 +0 +13 +26 168251333 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2024Q2 Top 20% +10.7% +8.7%
2023Q2 Top 20% +8.7% +19.9%
2022Q3 Top 10% +0.8% -7.2%
2022Q2 Top 10% -7.3% -6.7%
2018Q4 Top 20% +0.1% -10.8%
2016Q2 Top 20% +5.1% +15.3%
2014Q3 Top 20% +2.1% -3.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
184
Change in large funds
+13
Total value they hold
$2.8B
Funds buying for the first time
53
Funds that sold out entirely
33
Price change that quarter
+13.9%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
16.4
EPS (TTM)
$0.73
EPS YoY
+170.4%
Revenue (TTM)
$1.1B
Revenue YoY
+1.0%
Net margin
13.5%
ROE
10.1%
Debt ratio
50.1%
FCF (TTM)
Dividend (TTM)
$0.38
Quarterly Revenue & EPS
2021-09-30: EPS -0.02 2021-12-31: EPS -0.02 2022-03-31: EPS 0.04 2022-06-30: EPS 0.23 2022-09-30: EPS 0.12 2022-12-31: EPS 0.08 2023-03-31: EPS 0.03 2023-06-30: EPS 0.17 2023-09-30: EPS 0.12 2023-12-31: EPS 0.04 2024-03-31: EPS 0.03 2024-06-30: EPS 0.10 2024-09-30: EPS 0.11 2024-12-31: EPS -0.06 2025-03-31: EPS 0.04 2025-06-30: EPS 0.18 2025-09-30: EPS 0.10 2025-12-31: EPS 0.12 2026-03-31: EPS 0.07 2026-06-30: EPS 0.44 0M 159M 318M $M -0.07 0.21 0.48 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 22 14 31 47 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.