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Lion Street Advisors’s Darden Restaurants DRI Stock Holding History

Lion Street Advisors’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
2025
Q3 		$8.27M Buy
57,370
+37,341
+186% +$7.68M 2.86% 2
2025
Q2 		$4.37M Sell
20,029
-113
-0.6% -$23.5K 1.32% 10
2025
Q1 		$4.18M Hold
20,142
– – 1.33% 11
2024
Q4 		$3.76M Buy
20,142
+69
+0.3% +$11.6K 1.2% 12
2024
Q3 		$3.29M Sell
20,073
-14
-0.1% -$2.12K 1.15% 15
2024
Q2 		$3.04M Hold
20,087
– – 1.13% 16
2024
Q1 		$3.3M Hold
20,087
– – 1.35% 10
2023
Q4 		$3.3M Sell
20,087
-37,380
-65% -$5.66M 1.35% 10
2023
Q3 		$8.23M Buy
57,467
+97
+0.2% +$15.4K 2.69% 2
2023
Q2 		$8.27M Sell
57,370
-101
-0.2% -$15.9K 2.78% 2
2023
Q1 		$8.92M Buy
57,471
+101
+0.2% +$14.9K 2.76% 2
2022
Q4 		$8.27M Sell
57,370
-109
-0.2% -$15.2K 4.33% 2
2022
Q3 		$7.26M Buy
57,479
+109
+0.2% +$13.6K 3.62% 2
2022
Q2 		$8.27M Sell
57,370
-100
-0.2% -$12.5K 4.33% 2
2022
Q1 		$7.64M Buy
57,470
+100
+0.2% +$13.8K 3.91% 2
2021
Q4 		$8.64M Hold
57,370
– – 4.23% 2
2021
Q3 		$8.69M Buy
+57,370
New +$8.43M 4.69% 2
2020
Q2 		– Sell
-87
Closed -$5K – 130
2020
Q1 		$5K Buy
+87
New +$8.46K 0.03% 242

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lion Street Advisors's DRI Position: Q3 2025 in Review

Lion Street Advisors increased its Darden Restaurants (DRI) stake by 186% in Q3 2025, buying an estimated $7.68M and bringing the position to 57,370 shares worth $8.27M. The position accounts for 2.86% of the portfolio, ranked #2.

Lion Street Advisors first reported a position in DRI in Q1 2020 and has held it in 18 quarters since. The position peaked at $8.92M in Q1 2023. 986 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Lion Street Advisors held 57,370 shares of Darden Restaurants worth $8.27M as of Q3 2025.
  • Lion Street Advisors bought 37,341 Darden Restaurants shares in Q3 2025, an estimated $7.68M.
  • Darden Restaurants made up 2.86% of Lion Street Advisors's portfolio in Q3 2025, its #2 holding.
  • Lion Street Advisors first reported a position in Darden Restaurants in Q1 2020 and has held it in 18 quarters since.
  • Lion Street Advisors's Darden Restaurants position peaked at $8.92M in Q1 2023.
  • 986 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.