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Darden Restaurants, Inc.

DRI Consumer Discretionary
$196.33 +$3.27 (1.69%)
Market Cap: $22.49 B
Gurus Holding
6
Popularity Rank
#1286
% of Shares Held
0.44%
Net Activity (Q4 2025)
-$13.87 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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $99.07 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $13.87 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 288.1%. Conversely, Ray Dalio reduced exposure by 49.7%.

Key Holders

Top 5 by Value

$72.92 M
$8.64 M
$2.87 M
$1.32 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$10.82 M
Total Buy Value
New Buys 0
Additions 3
-$24.69 M
Total Sell Value
Reductions 2
Sold Out 4

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
3

FAQs for Darden Restaurants, Inc. (DRI)

Major holders include Cliff Asness ($72.92 M), Joel Greenblatt ($8.64 M), Paul Tudor Jones ($6.61 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 504,624 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $13.87 M, with 3 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 4 fully exited DRI. The total reported sell value was $24.69 M.

Yes, 0 managers opened new positions in DRI, and 3 increased their existing holdings. The total reported buy value was $10.82 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Add 7.6% 396,240 $72.92 M Q4 2025
0.03% Reduce -43.5% 46,964 $8.64 M Q4 2025
0.01% Add 288.1% 35,946 $6.61 M Q4 2025
0.01% Add 37.4% 15,591 $2.87 M Q4 2025
0.00% Reduce -49.7% 7,183 $1.32 M Q4 2025
0.00% 2,700 $496,854 Q4 2025
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