Drystone LLC
- SEC CIK
- 0001910462
- Latest filing
- Jul 24, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only.
- Positions
- 20
- No filing for Q3 2021
- Portfolio value
- $96.2M
- No filing for Q3 2021
Drystone LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 98 | $17.0K | <0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 610 | $266.0K | 0.3% | – | – | – |
| FASTFastenal Co | Stock | 5,000 | $320.0K | 0.3% | – | – | History |
| Vanguard Total World Stock ETF922042742 | ETF | 8,260 | $887.0K | 0.9% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 22,849 | $2.12M | 2.2% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 30,038 | $2.44M | 2.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 19,163 | $3.28M | 3.4% | – | – | History |
| PLOWDouglas Dynamics, Inc | COM | 112,004 | $4.38M | 4.5% | – | – | History |
| Berkshire Hathaway Cl B084670207 | COM | 15,005 | $4.49M | 4.7% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 44,586 | $5.17M | 5.4% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 87,034 | $5.53M | 5.8% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 109,260 | $5.89M | 6.1% | – | – | – |
| TXNTexas Instruments Inc | Stock | 33,511 | $6.32M | 6.6% | – | – | History |
| HLTHilton Worldwide Holdings Inc. | COM | 41,504 | $6.47M | 6.7% | – | – | History |
| RBARB Global Inc. | COM | 106,025 | $6.49M | 6.7% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 20,461 | $7.14M | 7.4% | – | – | History |
| EXPDExpeditors International of Washington Inc | COM | 53,173 | $7.14M | 7.4% | – | – | History |
| MTDMettler Toledo International Inc | COM | 4,423 | $7.51M | 7.8% | – | – | History |
| TTTrane Technologies plc | COM | 49,890 | $10.1M | 10.5% | – | – | History |
| MSFTMicrosoft Corp | Stock | 30,433 | $10.2M | 10.6% | – | – | History |