Investor
Drystone LLC
CIK 0001910462 · filed 2026-02-06 · SEC filing
13F book
$111.2M
Positions
17
Largest name
16.8%
Vanguard Star Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Star Fds | — | 248K | $18.7M | 16.8% | — | Held |
| Trane Technologies Plc | TT | 34.6K | $13.5M | 12.1% | — | Held |
| Rockwell Automation, Inc | ROK | 24.5K | $9.53M | 8.6% | — | Held |
| Hilton Worldwide Hldgs Inc | — | 29K | $8.34M | 7.5% | — | Held |
| Microsoft Corp | MSFT | 16.6K | $8.03M | 7.2% | — | Held |
| Expeditors Intl Wash Inc | — | 53.5K | $7.97M | 7.2% | — | Held |
| Berkshire Hathaway B | — | 14.7K | $7.4M | 6.7% | — | Held |
| Vanguard Index Fds | — | 81.2K | $7.19M | 6.5% | — | Held |
| Rb Global Inc. | RBA | 58.7K | $6.04M | 5.4% | — | Held |
| Texas Instrs Inc | — | 32.1K | $5.57M | 5.0% | — | Held |
| Johnson & Johnson | JNJ | 22.1K | $4.58M | 4.1% | — | Held |
| Mettler Toledo International Inc/ | MTD | 3.1K | $4.32M | 3.9% | — | Held |
| Kenvue Inc. | KVUE | 243.4K | $4.2M | 3.8% | — | Held |
| Pfizer Inc | PFE | 166K | $4.13M | 3.7% | — | Held |
| Vanguard Intl Equity Index F | — | 9.49K | $1.34M | 1.2% | — | Held |
| Fastenal Co | FAST | 10K | $401.3K | 0.4% | — | Held |
| Apple Inc. | AAPL | 98 | $26.6K | 0.0% | — | Held |
Positions as of Q4 2025. 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.