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Darden Restaurants, Inc.

DRI Consumer Discretionary
$203.51 +$6.44 (3.27%)
Market Cap: $23.31 B
Gurus Holding
6
Popularity Rank
#1389
% of Shares Held
0.59%
Net Activity (Q1 2026)
+$33.62 M

Guru Ownership Trend

Guru Analysis for Darden Restaurants, Inc. (DRI)

Darden Restaurants, Inc. (DRI), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $137.67 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Bullish. This is evidenced by a $33.62 M net inflow during the quarter.

Recent activity highlights Lee Ainslie who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 91.5%.

Key Holders

Top 5 by Value

$119.22 M
$9.33 M
$1.47 M
$674,770
$610,645

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$42.94 M
Total Buy Value
New Buys 1
Additions 4
-$9.31 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for Darden Restaurants, Inc. (DRI)

Major holders include Cliff Asness ($119.22 M), Joel Greenblatt ($9.33 M), Ray Dalio ($1.47 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 676,472 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $33.62 M, with 5 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited DRI. The total reported sell value was $9.31 M.

Yes, 1 managers opened new positions in DRI, and 4 increased their existing holdings. The total reported buy value was $42.94 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 54.4% 611,784 $119.22 M Q1 2026
0.03% Add 1.3% 47,571 $9.33 M Q1 2026
0.01% Add 4.3% 7,490 $1.47 M Q1 2026
0.01% New Buy 3,442 $674,770 Q1 2026
0.00% Add 15.4% 3,115 $610,645 Q1 2026
0.00% Reduce -91.5% 3,070 $601,843 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form