Drystone LLC
- SEC CIK
- 0001910462
- Latest filing
- Jul 24, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 23, 2025. Long positions only.
- Positions
- 19
- No filing for Q3 2024
- Portfolio value
- $100.1M
- No filing for Q3 2024
Drystone LLC did not file a 13F for Q3 2024, 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 | $24.5K | <0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 595 | $320.6K | 0.3% | – | – | – |
| FASTFastenal Co | Stock | 5,000 | $359.6K | 0.4% | – | – | History |
| Vanguard Total World Stock ETF922042742 | ETF | 6,323 | $742.8K | 0.7% | – | – | – |
| KVUEKenvue Inc. | Stock | 96,590 | $2.06M | 2.1% | – | – | History |
| PLOWDouglas Dynamics, Inc | COM | 107,127 | $2.53M | 2.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 20,006 | $2.89M | 2.9% | – | – | History |
| MTDMettler Toledo International Inc | COM | 3,149 | $3.85M | 3.8% | – | – | History |
| PFEPfizer Inc | Stock | 145,800 | $3.87M | 3.9% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 20,672 | $5.91M | 5.9% | – | – | History |
| EXPDExpeditors International of Washington Inc | COM | 53,491 | $5.93M | 5.9% | – | – | History |
| TXNTexas Instruments Inc | Stock | 31,875 | $5.98M | 6.0% | – | – | History |
| Berkshire Hathaway Cl B084670207 | COM | 15,055 | $6.82M | 6.8% | – | – | – |
| RBARB Global Inc. | COM | 77,190 | $6.96M | 7.0% | – | – | History |
| MSFTMicrosoft Corp | Stock | 17,079 | $7.20M | 7.2% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 82,775 | $7.37M | 7.4% | – | – | – |
| HLTHilton Worldwide Holdings Inc. | COM | 31,741 | $7.85M | 7.8% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 241,228 | $14.2M | 14.2% | – | – | – |
| TTTrane Technologies plc | COM | 41,245 | $15.2M | 15.2% | – | – | History |