Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Drystone LLC (CIK 1910462) reported $110.9M across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VXUS ($19.1M, 17.25%), TT ($14.2M, 12.84%), HLT ($8.8M, 7.93%), ROK ($8.8M, 7.91%), EXPD ($7.6M, 6.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total International Stock ETF | $19.1M | 17.25% | 248,107 | Added |
| 2 | TT | Trane | $14.2M | 12.84% | 34,173 | Trimmed |
| 3 | HLT | Hilton | $8.8M | 7.93% | 28,931 | Trimmed |
| 4 | ROK | Rockwell Automation | $8.8M | 7.91% | 24,459 | Trimmed |
| 5 | EXPD | Expeditors Int'l. | $7.6M | 6.89% | 53,353 | Trimmed |
| 6 | VNQ | Vanguard U.S. REIT ETF | $7.2M | 6.50% | 81,280 | Added |
| 7 | BRK.B | Berkshire Hathaway B | $7.1M | 6.36% | 14,730 | Hold |
| 8 | TXN | Texas Instruments | $6.2M | 5.59% | 31,968 | Trimmed |
| 9 | MSFT | Microsoft | $6.1M | 5.54% | 16,601 | Added |
| 10 | JNJ | Johnson & Johnson | $5.4M | 4.87% | 22,118 | Added |
| 11 | PFE | Pfizer | $4.7M | 4.19% | 165,654 | Trimmed |
| 12 | KVUE | Kenvue | $4.2M | 3.77% | 242,705 | Trimmed |
| 13 | MTD | Mettler-Toledo | $3.9M | 3.52% | 3,099 | Hold |
| 14 | RBA | Ritchie Global | $3.2M | 2.92% | 33,800 | Trimmed |
| 15 | ADBE | Adobe | $2.5M | 2.27% | 10,370 | New |
| 16 | VT | Vanguard Total World Stock ETF | $1.3M | 1.20% | 9,609 | Added |
| 17 | FAST | Fastenal | $464,000 | 0.42% | 10,000 | Hold |
| 18 | AAPL | Apple | $24,871 | 0.02% | 98 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31