Drystone LLC
- SEC CIK
- 0001910462
- Latest filing
- Jul 24, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 1, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 18
- −1 vs. Q4 2024
- Portfolio value
- $99.9M
- −$262.1K (−0.3%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 98 | $21.8K | <0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 575 | $295.5K | 0.3% | −20−3.4% | Reduced | – |
| FASTFastenal Co | Stock | 5,000 | $387.8K | 0.4% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 6,448 | $747.6K | 0.7% | +125+2.0% | Added | – |
| JNJJohnson & Johnson | Stock | 21,745 | $3.61M | 3.6% | +1,739+8.7% | Added | History |
| KVUEKenvue Inc. | Stock | 154,857 | $3.71M | 3.7% | +58,267+60.3% | Added | History |
| MTDMettler Toledo International Inc | COM | 3,149 | $3.72M | 3.7% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 162,688 | $4.12M | 4.1% | +16,888+11.6% | Added | History |
| TXNTexas Instruments Inc | Stock | 32,308 | $5.81M | 5.8% | +433+1.4% | Added | History |
| RBARB Global Inc. | COM | 62,090 | $6.23M | 6.2% | +62,090 | New | History |
| MSFTMicrosoft Corp | Stock | 17,079 | $6.41M | 6.4% | 00.0% | Unchanged | History |
| EXPDExpeditors International of Washington Inc | COM | 53,691 | $6.46M | 6.5% | +200+0.4% | Added | History |
| ROKRockwell Automation, Inc | Stock | 25,647 | $6.63M | 6.6% | +4,975+24.1% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 31,665 | $7.21M | 7.2% | −76−0.2% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 83,638 | $7.57M | 7.6% | +863+1.0% | Added | – |
| Berkshire Hathaway Cl B084670207 | COM | 15,030 | $8.00M | 8.0% | −25−0.2% | Reduced | – |
| TTTrane Technologies plc | SHS | 41,245 | $13.9M | 13.9% | +41,245 | New | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 242,157 | $15.0M | 15.1% | +929+0.4% | Added | – |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.