DOSSIER · 13F-HR · Q2 2026

Drystone LLC

$122M in tracked AUM across 18 positions as of Q2 2026.

DL
CIK 0001910462 · last filed Jun 30, 2026
Total AUM
$122M
as of Q2 2026
Holdings
18
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Drystone LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VXUS
Vanguard Total International Stock ETF
$21M245K17.2%
02
G8994E103
Trane
$16M32K13.1%
03
ROK
Rockwell Automation
$11M23K9.5%
04
EXPD
Expeditors Int'l.
$9M54K7.2%
05
HLT
Hilton
$9M26K7.1%
06
TXN
Texas Instruments
$8M28K7.0%
07
VNQ
Vanguard U.S. REIT ETF
$8M80K6.3%
08
084670207
Berkshire Hathaway B
$7M15K6.1%
09
MSFT
Microsoft
$6M17K5.1%
10
JNJ
Johnson & Johnson
$6M22K4.6%

Filing history

2026Q2Jun 30
$122M 9.3%
18 positionsView →
2025Q4Dec 31
$111M 231.0%
17 positionsView →
2025Q3Sep 30
$34M 69.2%
4 positionsView →
2025Q2Jun 30
$109M 251.5%
18 positionsLocked
2025Q1Mar 31
$31M 69.0%
4 positionsLocked
2024Q4Dec 31
$100M 44.6%
19 positionsLocked
2022Q3Sep 30
$69M 4.1%
17 positionsLocked
2022Q2Jun 30
$72M 12.5%
19 positionsLocked
2022Q1Mar 31
$83M 14.2%
19 positionsLocked
2021Q4Dec 31
$96M
20 positionsLocked