Drystone LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Drystone LLC reported 19 stock positions worth $100.1 million. Its top holding was Ingersoll-Rand at 15.2% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 14.2%) and Hilton Worldwide (HLT, 7.8%).
- Most Recent 13F
- Q2 2026
- Location
- Ivy, VA
- CIK
- 0001910462
- Portfolio Value
- $100.1M (Q4 2024)
- SEC Filing
- 0001376474-25-000102 ↗ filed Jan 23, 2025
Holdings Value
Holdings 19 stocks · $100.1M
| INGERSOLL-RAND PLC | 15.22% | 41,245 | $15.2M | — |
| VXUS Vanguard Total Intl Stock | 14.20% | 241,228 | $14.2M | — |
| HLT Hilton Worldwide Holdings Inc. | 7.84% | 31,741 | $7.8M | — |
| VNQ Vanguard Real Estate ETF | 7.36% | 82,775 | $7.4M | — |
| MSFT Microsoft Corp. | 7.19% | 17,079 | $7.2M | — |
| RBA Ritchie Bros Auctioneers | 6.96% | 77,190 | $7.0M | — |
| BERKSHIRE HATHAWAY INC | 6.82% | 15,055 | $6.8M | — |
| TXN Texas Instruments Inc. | 5.97% | 31,875 | $6.0M | — |
| EXPD Expeditors Intl Wash Inc. | 5.92% | 53,491 | $5.9M | — |
| ROK Rockwell Automation Inc. | 5.90% | 20,672 | $5.9M | — |
| PFE Pfizer Inc. | 3.86% | 145,800 | $3.9M | — |
| MTD Mettler-Toledo International | 3.85% | 3,149 | $3.9M | — |
| JNJ Johnson & Johnson | 2.89% | 20,006 | $2.9M | — |
| PLOW Douglas Dynamics Inc. | 2.53% | 107,127 | $2.5M | — |
| KVUE Kenvue Inc. | 2.06% | 96,590 | $2.1M | — |
| VT Vanguard Tot World STK ETF | 0.74% | 6,323 | $743K | — |
| FAST Fastenal Co. | 0.36% | 5,000 | $360K | — |
| VOO Vanguard S&P 500 ETF | 0.32% | 595 | $321K | — |
| AAPL Apple Inc. | 0.02% | 98 | $25K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $121.6M | VXUS, TT, ROK, EXPD, HLT |
| Q1 2026 | 18 | $110.9M | VXUS, TT, HLT, ROK, EXPD |
| Q4 2025 | 17 | $111.2M | VXUS, TT, ROK, HLT, MSFT |
| Q3 2025 | 18 | $111.1M | VXUS, TT, MSFT, ROK, HLT |
| Q2 2025 | 18 | $109.1M | VXUS, TT, MSFT, ROK, HLT |
| Q1 2025 | 18 | $99.9M | VXUS, TT, BERKSHIRE HATHAWAY INC, VNQ, HLT |
| Q4 2024 | 19 | $100.1M | INGERSOLL-RAND PLC, VXUS, HLT, VNQ, MSFT |