Drystone LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Drystone LLC reported 18 stock positions worth $111.1 million. Its top holding was Vanguard Total Intl Stock (VXUS) at 16.5% of the portfolio, followed by Trane Technologies (TT, 13.6%) and Microsoft (MSFT, 7.9%). Compared with Q2 2025, it added to 2 and reduced 14. The biggest buy was Kenvue (KVUE, shares +53%) and the biggest sale Trane Technologies (TT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Ivy, VA
- CIK
- 0001910462
- Portfolio Value
- $111.1M (Q3 2025)
- SEC Filing
- 0001376474-25-000943 ↗ filed Nov 17, 2025
Holdings Value
Holdings 18 stocks · $111.1M
| VXUS Vanguard Total Intl Stock | 16.48% | 249,239 | $18.3M | Reduce -0.6% |
| TT Trane Technologies PLC | 13.63% | 35,908 | $15.2M | Reduce -1.3% |
| MSFT Microsoft Corp. | 7.85% | 16,850 | $8.7M | Reduce -1.4% |
| ROK Rockwell Automation Inc. | 7.85% | 24,954 | $8.7M | Reduce -1.7% |
| HLT Hilton Worldwide Holdings Inc. | 7.15% | 30,616 | $7.9M | Reduce -2.5% |
| VNQ Vanguard Real Estate ETF | 6.82% | 82,851 | $7.6M | Reduce -0.5% |
| BERKSHIRE HATHAWAY INC | 6.74% | 14,890 | $7.5M | Reduce -0.6% |
| RBA RB Global Inc. | 5.93% | 60,790 | $6.6M | Reduce -1.5% |
| EXPD Expeditors Intl Wash Inc. | 5.91% | 53,546 | $6.6M | Reduce -0.8% |
| TXN Texas Instruments Inc. | 5.28% | 31,925 | $5.9M | Reduce -1.1% |
| PFE Pfizer Inc. | 3.78% | 164,893 | $4.2M | Add +0.2% |
| JNJ Johnson & Johnson | 3.67% | 22,006 | $4.1M | Reduce -0.9% |
| KVUE Kenvue Inc. | 3.53% | 241,605 | $3.9M | Add +52.5% |
| MTD Mettler-Toledo International | 3.45% | 3,124 | $3.8M | Reduce -0.8% |
| VT Vanguard Tot World STK ETF | 1.19% | 9,587 | $1.3M | Reduce -5.7% |
| FAST Fastenal Co. | 0.44% | 10,000 | $490K | No change |
| VOO Vanguard S&P 500 ETF | 0.29% | 535 | $328K | Reduce -7.0% |
| AAPL Apple Inc. | 0.02% | 98 | $25K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| TT Trane Technologies PLC | Reduce -1.3% | 13.63% | −0.95 |
| TXN Texas Instruments Inc. | Reduce -1.1% | 5.28% | −0.86 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -2.5% | 7.15% | −0.52 |
| RBA RB Global Inc. | Reduce -1.5% | 5.93% | −0.08 |
| VT Vanguard Tot World STK ETF | Reduce -5.7% | 1.19% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -7.0% | 0.29% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -0.5% | 6.82% | +0.02 |
| MTD Mettler-Toledo International | Reduce -0.8% | 3.45% | +0.06 |
| BERKSHIRE HATHAWAY INC | Reduce -0.6% | 6.74% | +0.07 |
| MSFT Microsoft Corp. | Reduce -1.4% | 7.85% | +0.07 |
| ROK Rockwell Automation Inc. | Reduce -1.7% | 7.85% | +0.12 |
| EXPD Expeditors Intl Wash Inc. | Reduce -0.8% | 5.91% | +0.25 |
| JNJ Johnson & Johnson | Reduce -0.9% | 3.67% | +0.56 |
| VXUS Vanguard Total Intl Stock | Reduce -0.6% | 16.48% | +0.60 |
Portfolio Buys Q2 2025 → Q3 2025
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 |