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

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Positions held by Drystone consolidated in one spreadsheet with up to 7 years of data

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

Past Filings by Drystone

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