Drystone LLC
- SEC CIK
- 0001910462
- Latest filing
- Jul 24, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 17, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 18
- 0 vs. Q2 2025
- Portfolio value
- $111.1M
- +$2.03M (+1.9%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 98 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 535 | $327.6K | 0.3% | −40−7.0% | Reduced | – |
| FASTFastenal Co | Stock | 10,000 | $490.4K | 0.4% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 9,587 | $1.32M | 1.2% | −580−5.7% | Reduced | – |
| MTDMettler Toledo International Inc | COM | 3,124 | $3.84M | 3.5% | −25−0.8% | Reduced | History |
| KVUEKenvue Inc. | Stock | 241,605 | $3.92M | 3.5% | +83,231+52.6% | Added | History |
| JNJJohnson & Johnson | Stock | 22,006 | $4.08M | 3.7% | −208−0.9% | Reduced | History |
| PFEPfizer Inc | Stock | 164,893 | $4.20M | 3.8% | +281+0.2% | Added | History |
| TXNTexas Instruments Inc | Stock | 31,925 | $5.87M | 5.3% | −341−1.1% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 53,546 | $6.56M | 5.9% | −425−0.8% | Reduced | History |
| RBARB Global Inc. | COM | 60,790 | $6.59M | 5.9% | −900−1.5% | Reduced | History |
| Berkshire Hathaway Cl B084670207 | COM | 14,890 | $7.49M | 6.7% | −90−0.6% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 82,851 | $7.57M | 6.8% | −384−0.5% | Reduced | – |
| HLTHilton Worldwide Holdings Inc. | COM | 30,616 | $7.94M | 7.1% | −799−2.5% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 24,954 | $8.72M | 7.8% | −421−1.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 16,850 | $8.73M | 7.9% | −230−1.3% | Reduced | History |
| TTTrane Technologies plc | SHS | 35,908 | $15.2M | 13.6% | −475−1.3% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 249,239 | $18.3M | 16.5% | −1,431−0.6% | Reduced | – |