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Waratah Capital Advisors’s Darden Restaurants DRI Stock Holding History

Waratah Capital 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 		– Sell
-3,466
Closed -$755K – 200
2025
Q2 		$755K Sell
3,466
-58,510
-94% -$12.1M 0.02% 149
2025
Q1 		$12.9M Buy
+61,976
New +$12M 0.35% 67
2022
Q2 		– Sell
-2,109
Closed -$280K – 181
2022
Q1 		$280K Sell
2,109
-85,964
-98% -$11.9M ﹤0.01% 181
2021
Q4 		$13.3M Buy
+88,073
New +$13M 0.22% 58
2021
Q2 		– Sell
-4,378
Closed -$622K – 280
2021
Q1 		$622K Sell
4,378
-2,837
-39% -$373K 0.01% 174
2020
Q4 		$859K Buy
+7,215
New +$773K 0.06% 139
2020
Q3 		– Sell
-477,885
Closed -$36.2M – 176
2020
Q2 		$36.2M Buy
477,885
+311,703
+188% +$22.1M 3.08% 10
2020
Q1 		$9.05M Buy
+166,182
New +$16.2M 1.61% 18
2019
Q3 		– Sell
-21,048
Closed -$2.56M – 186
2019
Q2 		$2.56M Sell
21,048
-168,642
-89% -$20.1M 0.29% 58
2019
Q1 		$23M Buy
189,690
+157,529
+490% +$17.3M 2.43% 14
2018
Q4 		$3.21M Buy
+32,161
New +$3.44M 0.4% 49
2018
Q3 		– Sell
-15,145
Closed -$1.62M – 151
2018
Q2 		$1.62M Buy
+15,145
New +$1.39M 0.18% 75
2017
Q2 		– Sell
-10,118
Closed -$847K – 178
2017
Q1 		$847K Sell
10,118
-7,878
-44% -$590K 0.11% 112
2016
Q4 		$1.31M Buy
17,996
+7,796
+76% +$542K 0.2% 77
2016
Q3 		$625K Sell
10,200
-77,550
-88% -$4.81M 0.11% 91
2016
Q2 		$5.56M Buy
87,750
+83,540
+1,984% +$5.46M 1.14% 34
2016
Q1 		$279K Buy
+4,210
New +$266K 0.06% 125

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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

Waratah Capital Advisors's DRI Position: Q3 2025 in Review

Waratah Capital Advisors sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 3,466 shares — an estimated $755K sold.

Waratah Capital Advisors first reported a position in DRI in Q1 2016 and held it in 17 quarters. The position peaked at $36.2M in Q2 2020. 986 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Waratah Capital Advisors reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 3,466 Darden Restaurants shares in Q3 2025, an estimated $755K.
  • Waratah Capital Advisors first reported a position in Darden Restaurants in Q1 2016 and held it in 17 quarters.
  • Waratah Capital Advisors's Darden Restaurants position peaked at $36.2M in Q2 2020.
  • 986 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

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