Hamlin Capital Management’s Darden Restaurants DRI Stock Holding History

Hamlin Capital Management’s Portfolio DRI Stock Details DRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$140M	Sell	723,779 -98,806	-12%	-$20.7M	3.46%	18
2026 Q2	$169M	Sell	822,585 -28,453	-3%	-$5.7M	3.81%	13
2026 Q1	$167M	Sell	851,038 -8,024	-0.9%	-$1.65M	4.03%	14
2025 Q4	$158M	Sell	859,062 -44,660	-5%	-$8.14M	3.79%	14
2025 Q3	$172M	Sell	903,722 -14,665	-2%	-$3.01M	3.91%	11
2025 Q2	$200M	Buy	918,387 +4,989	+0.5%	+$1.04M	4.63%	6
2025 Q1	$190M	Buy	913,398 +136,382	+18%	+$26.3M	4.54%	6
2024 Q4	$145M	Sell	777,016 -917	-0.1%	-$154K	3.59%	19
2024 Q3	$128M	Buy	777,933 +78,324	+11%	+$11.9M	3.2%	22
2024 Q2	$106M	Buy	699,609 +1,622	+0.2%	+$247K	3.12%	21
2024 Q1	$117M	Buy	+697,987	New	+$116M	3.45%	21

Other funds holding DRI

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Hamlin Capital Management's DRI Position: Q3 2026 in Review

Hamlin Capital Management reduced its Darden Restaurants (DRI) stake by 12% in Q3 2026, selling an estimated $20.7M and leaving 723,779 shares worth $140M. The position accounts for 3.46% of the portfolio, ranked #18.

Hamlin Capital Management first reported a position in DRI in Q1 2024 and has held it in 11 quarters since. The position peaked at $200M in Q2 2025. 197 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

Hamlin Capital Management held 723,779 shares of Darden Restaurants worth $140M as of Q3 2026.
Hamlin Capital Management sold 98,806 Darden Restaurants shares in Q3 2026, an estimated $20.7M.
Darden Restaurants made up 3.46% of Hamlin Capital Management's portfolio in Q3 2026, its #18 holding.
Hamlin Capital Management first reported a position in Darden Restaurants in Q1 2024 and has held it in 11 quarters since.
Hamlin Capital Management's Darden Restaurants position peaked at $200M in Q2 2025.
197 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Hamlin Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.