Drystone LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Drystone LLC reported 18 stock positions worth $99.9 million. Its top holding was Vanguard Total Intl Stock (VXUS) at 15.1% of the portfolio, followed by Trane Technologies (TT, 13.9%) and Berkshire Hathaway (8.0%). Compared with Q4 2024, it opened 2 new positions, sold out of 3, added to 9 and reduced 3. The biggest buy was a new position in Trane Technologies (TT) and the biggest sale an exit from Ingersoll-Rand.
- Most Recent 13F
- Q2 2026
- Location
- Ivy, VA
- CIK
- 0001910462
- Portfolio Value
- $99.9M (Q1 2025)
- SEC Filing
- 0001376474-25-000424 ↗ filed May 1, 2025
Holdings Value
Holdings 18 stocks · $99.9M
| VXUS Vanguard Total Intl Stock | 15.06% | 242,157 | $15.0M | Add +0.4% |
| TT Trane Technologies PLC | 13.92% | 41,245 | $13.9M | New |
| BERKSHIRE HATHAWAY INC | 8.02% | 15,030 | $8.0M | Reduce -0.2% |
| VNQ Vanguard Real Estate ETF | 7.58% | 83,638 | $7.6M | Add +1.0% |
| HLT Hilton Worldwide Holdings Inc. | 7.22% | 31,665 | $7.2M | Reduce -0.2% |
| ROK Rockwell Automation Inc. | 6.64% | 25,647 | $6.6M | Add +24.1% |
| EXPD Expeditors Intl Wash Inc. | 6.47% | 53,691 | $6.5M | Add +0.4% |
| MSFT Microsoft Corp. | 6.42% | 17,079 | $6.4M | No change |
| RBA RB Global Inc. | 6.24% | 62,090 | $6.2M | New |
| TXN Texas Instruments Inc. | 5.81% | 32,308 | $5.8M | Add +1.4% |
| PFE Pfizer Inc. | 4.13% | 162,688 | $4.1M | Add +11.6% |
| MTD Mettler-Toledo International | 3.72% | 3,149 | $3.7M | No change |
| KVUE Kenvue Inc. | 3.72% | 154,857 | $3.7M | Add +60.3% |
| JNJ Johnson & Johnson | 3.61% | 21,745 | $3.6M | Add +8.7% |
| VT Vanguard Tot World STK ETF | 0.75% | 6,448 | $748K | Add +2.0% |
| FAST Fastenal Co. | 0.39% | 5,000 | $388K | No change |
| VOO Vanguard S&P 500 ETF | 0.30% | 575 | $295K | Reduce -3.4% |
| AAPL Apple Inc. | 0.02% | 98 | $22K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| INGERSOLL-RAND PLC | Sold out | 0.00% | −15.22 |
| RBA Ritchie Bros Auctioneers | Sold out | 0.00% | −6.96 |
| PLOW Douglas Dynamics Inc. | Sold out | 0.00% | −2.53 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -0.2% | 7.22% | −0.62 |
| VOO Vanguard S&P 500 ETF | Reduce -3.4% | 0.30% | −0.02 |
| BERKSHIRE HATHAWAY INC | Reduce -0.2% | 8.02% | +1.20 |
Portfolio Buys Q4 2024 → Q1 2025
| TT Trane Technologies PLC | New | 13.92% | +13.92 |
| RBA RB Global Inc. | New | 6.24% | +6.24 |
| KVUE Kenvue Inc. | Add +60.3% | 3.72% | +1.66 |
| VXUS Vanguard Total Intl Stock | Add +0.4% | 15.06% | +0.86 |
| ROK Rockwell Automation Inc. | Add +24.1% | 6.64% | +0.74 |
| JNJ Johnson & Johnson | Add +8.7% | 3.61% | +0.72 |
| EXPD Expeditors Intl Wash Inc. | Add +0.4% | 6.47% | +0.55 |
| PFE Pfizer Inc. | Add +11.6% | 4.13% | +0.26 |
| VNQ Vanguard Real Estate ETF | Add +1.0% | 7.58% | +0.22 |
| VT Vanguard Tot World STK ETF | Add +2.0% | 0.75% | +0.01 |
| TXN Texas Instruments Inc. | Add +1.4% | 5.81% | −0.16 |
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 |