Drystone LLC

Est. AUM

$110.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Vanguard Total International Stock ETF	exchange-traded fund	$19.1M	248107	17.25%	SOLE
2	Trane	common stock	$14.2M	34173	12.84%	SOLE
3	Hilton	common stock	$8.8M	28931	7.93%	SOLE
4	Rockwell Automation	common stock	$8.8M	24459	7.91%	SOLE
5	Expeditors Int'l.	common stock	$7.6M	53353	6.89%	SOLE
6	Vanguard U.S. REIT ETF	exchange-traded fund	$7.2M	81280	6.50%	SOLE
7	Berkshire Hathaway B	Class B common stock	$7.1M	14730	6.36%	SOLE
8	Texas Instruments	common stock	$6.2M	31968	5.59%	SOLE
9	Microsoft	common stock	$6.1M	16601	5.54%	SOLE
10	Johnson & Johnson	common stock	$5.4M	22118	4.87%	SOLE
11	Pfizer	common stock	$4.7M	165654	4.19%	SOLE
12	Kenvue	common stock	$4.2M	242705	3.77%	SOLE
13	Mettler-Toledo	common stock	$3.9M	3099	3.52%	SOLE
14	Ritchie Global	Class A common stock	$3.2M	33800	2.92%	SOLE
15	Adobe	common stock	$2.5M	10370	2.27%	SOLE
16	Vanguard Total World Stock ETF	exchange-traded fund	$1.3M	9609	1.20%	SOLE
17	Fastenal	common stock	$464K	10000	0.42%	SOLE
18	Apple	common stock	$25K	98	0.02%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.