$72.2 Million is the total value of Drystone LLC's 19 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IR | Trane | $6,419,000 | -14.9% | 49,426 | 0.0% | 8.89% | -2.8% | |
| FAST | Fastenal | $250,000 | -15.8% | 5,000 | 0.0% | 0.35% | -3.9% | |
| VOO | Vanguard S&P 500 Stock ETFexchange-traded fund | $212,000 | -16.2% | 610 | 0.0% | 0.29% | -4.2% | |
| AAPL | Apple | $13,000 | -23.5% | 98 | 0.0% | 0.02% | -14.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-02
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Trane | 4 | Q3 2022 | 10.5% |
| Vanguard Total International Stock ETF | 4 | Q3 2022 | 18.2% |
| Microsoft | 4 | Q3 2022 | 10.6% |
| Ritchie Brothers | 4 | Q3 2022 | 9.3% |
| Expeditors Int'l. | 4 | Q3 2022 | 7.4% |
| Texas Instruments | 4 | Q3 2022 | 7.4% |
| Hilton | 4 | Q3 2022 | 7.6% |
| Rockwell Automation | 4 | Q3 2022 | 7.4% |
| Mettler-Toledo | 4 | Q3 2022 | 7.8% |
| Berkshire Hathaway B | 4 | Q3 2022 | 6.4% |
View Drystone LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-11 |
View Drystone LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.