Drystone LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Drystone LLC reported 18 stock positions worth $109.1 million. Its top holding was Vanguard Total Intl Stock (VXUS) at 15.9% of the portfolio, followed by Trane Technologies (TT, 14.6%) and Microsoft (MSFT, 7.8%). Compared with Q1 2025, it added to 7 and reduced 7. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale Berkshire Hathaway (shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Ivy, VA
- CIK
- 0001910462
- Portfolio Value
- $109.1M (Q2 2025)
- SEC Filing
- 0001376474-25-000712 ↗ filed Aug 6, 2025
Holdings Value
Holdings 18 stocks · $109.1M
| VXUS Vanguard Total Intl Stock | 15.87% | 250,670 | $17.3M | Add +3.5% |
| TT Trane Technologies PLC | 14.59% | 36,383 | $15.9M | Reduce -11.8% |
| MSFT Microsoft Corp. | 7.79% | 17,080 | $8.5M | Add +0.0% |
| ROK Rockwell Automation Inc. | 7.73% | 25,375 | $8.4M | Reduce -1.1% |
| HLT Hilton Worldwide Holdings Inc. | 7.67% | 31,415 | $8.4M | Reduce -0.8% |
| VNQ Vanguard Real Estate ETF | 6.79% | 83,235 | $7.4M | Reduce -0.5% |
| BERKSHIRE HATHAWAY INC | 6.67% | 14,980 | $7.3M | Reduce -0.3% |
| TXN Texas Instruments Inc. | 6.14% | 32,266 | $6.7M | Reduce -0.1% |
| RBA RB Global Inc. | 6.00% | 61,690 | $6.6M | Reduce -0.6% |
| EXPD Expeditors Intl Wash Inc. | 5.65% | 53,971 | $6.2M | Add +0.5% |
| PFE Pfizer Inc. | 3.66% | 164,612 | $4.0M | Add +1.2% |
| MTD Mettler-Toledo International | 3.39% | 3,149 | $3.7M | No change |
| JNJ Johnson & Johnson | 3.11% | 22,214 | $3.4M | Add +2.2% |
| KVUE Kenvue Inc. | 3.04% | 158,374 | $3.3M | Add +2.3% |
| VT Vanguard Tot World STK ETF | 1.20% | 10,167 | $1.3M | Add +57.7% |
| FAST Fastenal Co. | 0.39% | 10,000 | $420K | No change |
| VOO Vanguard S&P 500 ETF | 0.30% | 575 | $327K | No change |
| AAPL Apple Inc. | 0.02% | 98 | $20K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BERKSHIRE HATHAWAY INC | Reduce -0.3% | 6.67% | −1.35 |
| VNQ Vanguard Real Estate ETF | Reduce -0.5% | 6.79% | −0.79 |
| RBA RB Global Inc. | Reduce -0.6% | 6.00% | −0.23 |
| TXN Texas Instruments Inc. | Reduce -0.1% | 6.14% | +0.33 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -0.8% | 7.67% | +0.45 |
| TT Trane Technologies PLC | Reduce -11.8% | 14.59% | +0.67 |
| ROK Rockwell Automation Inc. | Reduce -1.1% | 7.73% | +1.09 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.0% | 7.79% | +1.37 |
| VXUS Vanguard Total Intl Stock | Add +3.5% | 15.87% | +0.81 |
| VT Vanguard Tot World STK ETF | Add +57.7% | 1.20% | +0.45 |
| PFE Pfizer Inc. | Add +1.2% | 3.66% | −0.47 |
| JNJ Johnson & Johnson | Add +2.2% | 3.11% | −0.50 |
| KVUE Kenvue Inc. | Add +2.3% | 3.04% | −0.68 |
| EXPD Expeditors Intl Wash Inc. | Add +0.5% | 5.65% | −0.81 |
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 |