Drystone LLC: 13F holdings
CIK 19104622026Q2
| Positions | 18 |
|---|
| Reported value | $121.6m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 18 (+0 vs prior quarter) |
|---|
| Reported value | $121.6m (+9.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VXUS Vanguard Total International Stock ETF | 244,750 | $20.9m | 17.2% |
| Trane | 32,433 | $15.9m | 13.1% |
| ROK Rockwell Automation | 23,216 | $11.5m | 9.5% |
| EXPD Expeditors Int'l. | 53,706 | $8.8m | 7.2% |
| HLT Hilton | 26,031 | $8.6m | 7.1% |
| TXN Texas Instruments | 28,460 | $8.5m | 7.0% |
| VNQ Vanguard U.S. REIT ETF | 79,918 | $7.7m | 6.3% |
| Berkshire Hathaway B | 14,730 | $7.4m | 6.1% |
| MSFT Microsoft | 16,602 | $6.2m | 5.1% |
| JNJ Johnson & Johnson | 22,123 | $5.6m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910462")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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