Investor
Drystone LLC
CIK 0001910462 · filed 2026-05-06 · SEC filing
13F book
$110.9M
Positions
18
1 new · 0 sold
Largest name
17.2%
Vanguard Star Fds
Est. mark
−$17.2K
Price effect on 17 names still held. Flow −$285.4K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Star Fds | — | 248.1K | $19.1M | 17.2% | $414.3K | Added$418.9K |
| Trane Technologies Plc | TT | 34.2K | $14.2M | 12.8% | $941.1K | Cut$767.9K |
| Hilton Worldwide Hldgs Inc | — | 28.9K | $8.8M | 7.9% | $487K | Cut$459.7K |
| Rockwell Automation, Inc | ROK | 24.5K | $8.78M | 7.9% | −$738.4K | Cut−$752.8K |
| Expeditors Intl Wash Inc | — | 53.4K | $7.64M | 6.9% | −$308.4K | Cut−$323.3K |
| Vanguard Index Fds | — | 81.3K | $7.21M | 6.5% | $17K | Added$21.2K |
| Berkshire Hathaway B | — | 14.7K | $7.06M | 6.4% | −$345.4K | Held |
| Texas Instrs Inc | — | 32K | $6.21M | 5.6% | $660.3K | Cut$639.1K |
| Microsoft Corp | MSFT | 16.6K | $6.15M | 5.5% | −$1.88M | Added−$1.88M |
| Johnson & Johnson | JNJ | 22.1K | $5.41M | 4.9% | $829K | Added$830.3K |
| Pfizer Inc | PFE | 165.7K | $4.65M | 4.2% | $526.8K | Cut$517.6K |
| Kenvue Inc. | KVUE | 242.7K | $4.18M | 3.8% | −$2.43K | Cut−$14.5K |
| Mettler Toledo International Inc/ | MTD | 3.1K | $3.91M | 3.5% | −$412.1K | Held |
| Rb Global Inc. | RBA | 33.8K | $3.24M | 2.9% | −$237.3K | Cut−$2.8M |
| Adobe Inc. | ADBE | 10.4K | $2.52M | 2.3% | — | New |
| Vanguard Intl Equity Index F | — | 9.61K | $1.33M | 1.2% | −$26.1K | Added−$9.88K |
| Fastenal Co | FAST | 10K | $464K | 0.4% | $62.7K | Held |
| Apple Inc. | AAPL | 98 | $24.9K | 0.0% | −$1.77K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.