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Drystone LLC

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13F filer, CIK 1910462, Ivy, VA

Drystone LLC reported $109,101,359 across 18 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-06. Its ten largest share positions make up 84.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001376474-25-000712

Period
2025-06-30
Reported value
$109M
Holdings
18
Top 10 weight
84.9%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VXUSadded+8,513$588K
VTadded+3,719$478K
FASTadded+5,000$210K
KVUEadded+3,517$73.6K
JNJadded+469$71.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TTreduced-4,862-$2.13M
ROKreduced-272-$90.3K
HLTreduced-250-$66.6K
RBAreduced-400-$42.5K
VNQreduced-403-$35.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001376474-25-000712, largest first. % of portfolio is the value over $109,101,359, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 241,228 shares; 2025Q1: 242,157 shares; 2025Q2: 250,670 shares 250,670$17.3M15.87%+8,513Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,245 shares; 2025Q2: 36,383 shares 36,383$15.9M14.59%-4,862Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,079 shares; 2025Q1: 17,079 shares; 2025Q2: 17,080 shares 17,080$8.5M7.79%+1Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,672 shares; 2025Q1: 25,647 shares; 2025Q2: 25,375 shares 25,375$8.43M7.73%-272Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,741 shares; 2025Q1: 31,665 shares; 2025Q2: 31,415 shares 31,415$8.37M7.67%-250Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,775 shares; 2025Q1: 83,638 shares; 2025Q2: 83,235 shares 83,235$7.41M6.79%-403Timeline
BERKSHIRE HATHAWAY INC DELBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,055 shares; 2025Q1: 15,030 shares; 2025Q2: 14,980 shares 14,980$7.28M6.67%-50
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,875 shares; 2025Q1: 32,308 shares; 2025Q2: 32,266 shares 32,266$6.7M6.14%-42Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 62,090 shares; 2025Q2: 61,690 shares 61,690$6.55M6%-400Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,491 shares; 2025Q1: 53,691 shares; 2025Q2: 53,971 shares 53,971$6.17M5.65%+280Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,800 shares; 2025Q1: 162,688 shares; 2025Q2: 164,612 shares 164,612$3.99M3.66%+1,924Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,149 shares; 2025Q1: 3,149 shares; 2025Q2: 3,149 shares 3,149$3.7M3.39%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,006 shares; 2025Q1: 21,745 shares; 2025Q2: 22,214 shares 22,214$3.39M3.11%+469Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,590 shares; 2025Q1: 154,857 shares; 2025Q2: 158,374 shares 158,374$3.31M3.04%+3,517Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,323 shares; 2025Q1: 6,448 shares; 2025Q2: 10,167 shares 10,167$1.31M1.2%+3,719Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 10,000 shares 10,000$420K0.38%+5,000Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 595 shares; 2025Q1: 575 shares; 2025Q2: 575 shares 575$327K0.3%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares 98$20.1K0.02%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001376474-25-000712 base2025-08-06acceptance time not in the bulk data set