The Analysis of Drystone LLC's Holdings


Currently, Drystone LLC holds 18 types of securities in its portfolio with a total value $111.1M. In the most recent quarter, they have increased their positions in KVUE (+83.2K shares, valued at $1.4M), PFE (+281 shares, valued at $7.2K); decreased their positions in HLT (-799 shares, valued at $207.3K), TT (-475 shares, valued at $200.4K), ROK (-421 shares, valued at $147.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VXUS Vanguard Total International Stock ETF249.2K shares-0.57%2025-09-302025-11-17history
TT Trane35.9K shares-1.31%2025-09-302025-11-17history
MSFT Microsoft16.9K shares-1.35%2025-09-302025-11-17history
ROK Rockwell Automation25.0K shares-1.66%2025-09-302025-11-17history
HLT Hilton30.6K shares-2.54%2025-09-302025-11-17history
VNQ Vanguard U.S. REIT ETF82.9K shares-0.46%2025-09-302025-11-17history
BRK.B Berkshire Hathaway B14.9K shares-0.60%2025-09-302025-11-17history
RBA Ritchie Global60.8K shares-1.46%2025-09-302025-11-17history
Sponsored
EXPD Expeditors Int'l.53.5K shares-0.79%2025-09-302025-11-17history
TXN Texas Instruments31.9K shares-1.06%2025-09-302025-11-17history
PFE Pfizer164.9K shares0.17%2025-09-302025-11-17history
JNJ Johnson & Johnson22.0K shares-0.94%2025-09-302025-11-17history
KVUE Kenvue241.6K shares52.55%2025-09-302025-11-17history
MTD Mettler-Toledo3.1K shares-0.79%2025-09-302025-11-17history
VT Vanguard Total World Stock ETF9.6K shares-5.70%2025-09-302025-11-17history
FAST Fastenal10.0K shares0.00%2025-09-302025-11-17history
Sponsored
VOO Vanguard S&P 500 Stock ETF535 shares-6.96%2025-09-302025-11-17history
AAPL Apple98 shares0.00%2025-09-302025-11-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available