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Drystone LLC

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13F filer, CIK 1910462, Ivy, VA

Drystone LLC reported $111,132,379 across 18 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-17. Its ten largest share positions make up 83.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001376474-25-000943

Period
2025-09-30
Reported value
$111M
Holdings
18
Top 10 weight
83.62%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KVUEadded+83,231$1.35M
PFEadded+281$7.16K

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
HLTreduced-799-$207K
TTreduced-475-$200K
ROKreduced-421-$147K
MSFTreduced-230-$119K
VXUSreduced-1,431-$105K

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, Q3 2025

Share positions as resolved from 13F-HR 0001376474-25-000943, largest first. % of portfolio is the value over $111,132,379, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 241,228 shares; 2025Q1: 242,157 shares; 2025Q2: 250,670 shares; 2025Q3: 249,239 shares 249,239$18.3M16.48%-1,431Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,245 shares; 2025Q2: 36,383 shares; 2025Q3: 35,908 shares 35,908$15.2M13.63%-475Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,079 shares; 2025Q1: 17,079 shares; 2025Q2: 17,080 shares; 2025Q3: 16,850 shares 16,850$8.73M7.85%-230Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,672 shares; 2025Q1: 25,647 shares; 2025Q2: 25,375 shares; 2025Q3: 24,954 shares 24,954$8.72M7.85%-421Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,741 shares; 2025Q1: 31,665 shares; 2025Q2: 31,415 shares; 2025Q3: 30,616 shares 30,616$7.94M7.15%-799Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,775 shares; 2025Q1: 83,638 shares; 2025Q2: 83,235 shares; 2025Q3: 82,851 shares 82,851$7.57M6.82%-384Timeline
BERKSHIRE HATHAWAY INC DELBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,055 shares; 2025Q1: 15,030 shares; 2025Q2: 14,980 shares; 2025Q3: 14,890 shares 14,890$7.49M6.74%-90
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 62,090 shares; 2025Q2: 61,690 shares; 2025Q3: 60,790 shares 60,790$6.59M5.93%-900Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,491 shares; 2025Q1: 53,691 shares; 2025Q2: 53,971 shares; 2025Q3: 53,546 shares 53,546$6.56M5.91%-425Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,875 shares; 2025Q1: 32,308 shares; 2025Q2: 32,266 shares; 2025Q3: 31,925 shares 31,925$5.87M5.28%-341Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,800 shares; 2025Q1: 162,688 shares; 2025Q2: 164,612 shares; 2025Q3: 164,893 shares 164,893$4.2M3.78%+281Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,006 shares; 2025Q1: 21,745 shares; 2025Q2: 22,214 shares; 2025Q3: 22,006 shares 22,006$4.08M3.67%-208Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,590 shares; 2025Q1: 154,857 shares; 2025Q2: 158,374 shares; 2025Q3: 241,605 shares 241,605$3.92M3.53%+83,231Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,149 shares; 2025Q1: 3,149 shares; 2025Q2: 3,149 shares; 2025Q3: 3,124 shares 3,124$3.84M3.45%-25Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,323 shares; 2025Q1: 6,448 shares; 2025Q2: 10,167 shares; 2025Q3: 9,587 shares 9,587$1.32M1.19%-580Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000$490K0.44%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 595 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 535 shares 535$328K0.29%-40Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares 98$25K0.02%0Timeline

How Q3 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 0001376474-25-000943 base2025-11-17acceptance time not in the bulk data set