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Drystone

Latest statistics and disclosures from Drystone's latest quarterly 13F-HR filing:

Top 5 stock holdings are VXUS, Ingersoll-rand Co Ltd-cl A, Ritchie Bros. Auctioneers Inco, MSFT, TXN, and represent 52.04% of Drystone's stock portfolio.
Added to shares of these 10 stocks: VXUS (+$8.3M), PLOW, JNJ, Berkshire Hathaway Inc. Class B, ROK, VT, Ingersoll-rand Co Ltd-cl A, EXPD, VNQ, MSFT.
Reduced shares in these 6 stocks: VNQI, VYMI, Ritchie Bros. Auctioneers Inco, MTD, HLT, TXN.
Sold out of its positions in VYMI, VNQI.
Drystone was a net seller of stock by $-1.3M.
Drystone has $69M in assets under management (AUM), dropping by -4.11%.
Central Index Key (CIK): 0001910462

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Portfolio Holdings for Drystone

Drystone holds 17 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total International Stock ETF exchange-traded fund (VXUS)	18.2	$13M	+189%	276k	45.77	View chart
Trane common stock	10.4	$7.2M		50k	144.81	View chart
Ritchie Brothers common stock	8.8	$6.1M	-5%	98k	62.48	View chart
Microsoft common stock (MSFT)	7.4	$5.1M		22k	232.91	View chart
Texas Instruments common stock (TXN)	7.2	$5.0M		32k	154.78	View chart
Expeditors Int'l. common stock (EXPD)	6.8	$4.7M		54k	88.31	View chart
Rockwell Automation common stock (ROK)	6.5	$4.5M		21k	215.12	View chart
Hilton common stock (HLT)	6.4	$4.5M		37k	120.63	View chart
Mettler-Toledo common stock (MTD)	5.9	$4.1M		3.8k	1084.00	View chart
Berkshire Hathaway B Class B common stock	5.8	$4.0M	+2%	15k	267.04	View chart
Vanguard U.S. REIT ETF exchange-traded fund (VNQ)	5.1	$3.5M		44k	80.17	View chart
Johnson & Johnson common stock (JNJ)	5.0	$3.4M	+3%	21k	163.37	View chart
Douglas Dynamics common stock (PLOW)	4.9	$3.4M	+5%	121k	28.02	View chart
Vanguard Total World Stock ETF exchange-traded fund (VT)	0.8	$571k	+7%	7.2k	78.93	View chart
Fastenal common stock (FAST)	0.3	$230k		5.0k	46.00	View chart
Vanguard S&P 500 Stock ETF exchange-traded fund (VOO)	0.3	$200k		610.00	327.87	View chart
Apple common stock (AAPL)	0.0	$14k		98.00	142.86	View chart

Past Filings by Drystone

SEC 13F filings are viewable for Drystone going back to 2021

Drystone 2022 Q3 filed Nov. 1, 2022
Drystone 2022 Q2 filed Aug. 2, 2022
Drystone 2022 Q1 filed May 2, 2022
Drystone 2021 Q4 filed Feb. 11, 2022

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