Drystone LLC
- SEC CIK
- 0001910462
- Latest filing
- Jul 24, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 2, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 19
- 0 vs. Q1 2022
- Portfolio value
- $72.2M
- −$10.3M (−12.5%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 98 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 610 | $212.0K | 0.3% | 00.0% | Unchanged | – |
| FASTFastenal Co | Stock | 5,000 | $250.0K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 6,722 | $574.0K | 0.8% | +13+0.2% | Added | – |
| PLOWDouglas Dynamics, Inc | COM | 115,271 | $3.31M | 4.6% | +3,029+2.7% | Added | History |
| JNJJohnson & Johnson | Stock | 20,417 | $3.62M | 5.0% | +1,003+5.2% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 44,159 | $4.02M | 5.6% | +120.0% | Added | – |
| Berkshire Hathaway Cl B084670207 | COM | 14,755 | $4.03M | 5.6% | −200−1.3% | Reduced | – |
| ROKRockwell Automation, Inc | Stock | 20,577 | $4.10M | 5.7% | +402+2.0% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 37,064 | $4.13M | 5.7% | −4,299−10.4% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 3,833 | $4.40M | 6.1% | −50−1.3% | Reduced | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 82,162 | $4.83M | 6.7% | +45,003+121.1% | Added | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 109,507 | $4.85M | 6.7% | +1,100+1.0% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 95,192 | $4.91M | 6.8% | +1,827+2.0% | Added | – |
| TXNTexas Instruments Inc | Stock | 32,251 | $4.96M | 6.9% | −845−2.6% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 53,502 | $5.21M | 7.2% | +357+0.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 22,072 | $5.67M | 7.8% | −2,500−10.2% | Reduced | History |
| TTTrane Technologies plc | COM | 49,426 | $6.42M | 8.9% | 00.0% | Unchanged | History |
| RBARB Global Inc. | COM | 102,905 | $6.70M | 9.3% | −2,470−2.3% | Reduced | History |