Drystone LLC
- SEC CIK
- 0001910462
- Latest filing
- Jul 24, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 6, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 18
- +1 vs. Q4 2025
- Portfolio value
- $110.9M
- −$302.6K (−0.3%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 98 | $24.9K | <0.1% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 10,000 | $464.0K | 0.4% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 9,609 | $1.33M | 1.2% | +117+1.2% | Added | – |
| ADBEAdobe Inc. | Stock | 10,370 | $2.52M | 2.3% | +10,370 | New | History |
| RBARB Global Inc. | COM | 33,800 | $3.24M | 2.9% | −24,890−42.4% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 3,099 | $3.91M | 3.5% | 00.0% | Unchanged | History |
| KVUEKenvue Inc. | Stock | 242,705 | $4.18M | 3.8% | −699−0.3% | Reduced | History |
| PFEPfizer Inc | Stock | 165,654 | $4.65M | 4.2% | −368−0.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 22,118 | $5.41M | 4.9% | +50.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 16,601 | $6.15M | 5.5% | +10.0% | Added | History |
| TXNTexas Instruments Inc | Stock | 31,968 | $6.21M | 5.6% | −122−0.4% | Reduced | History |
| Berkshire Hathaway Cl B084670207 | COM | 14,730 | $7.06M | 6.4% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 81,280 | $7.21M | 6.5% | +47+0.1% | Added | – |
| EXPDExpeditors International of Washington Inc | COM | 53,353 | $7.64M | 6.9% | −100−0.2% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 24,459 | $8.78M | 7.9% | −37−0.2% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 28,931 | $8.80M | 7.9% | −95−0.3% | Reduced | History |
| TTTrane Technologies plc | SHS | 34,173 | $14.2M | 12.8% | −445−1.3% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 248,107 | $19.1M | 17.2% | +590.0% | Added | – |