Drystone LLC
Drystone LLC reported 18 positions worth $121.6M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VXUS (17.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VXUS | SH | $20.9M | 17.20% | 244,750 | — | — | |
| ▸ 2 | TT | SH | $15.9M | 13.10% | 32,433 | — | — | |
| ▸ 3 | ROK | SH | $11.5M | 9.45% | 23,216 | — | — | |
| ▸ 4 | EXPD | SH | $8.8M | 7.20% | 53,706 | — | — | |
| ▸ 5 | HLT | SH | $8.6M | 7.07% | 26,031 | — | — | |
| ▸ 6 | TXN | SH | $8.5M | 6.97% | 28,460 | — | — | |
| ▸ 7 | VNQ | SH | $7.7M | 6.34% | 79,918 | — | — | |
| ▸ 8 | 084670207 | SH | $7.4M | 6.06% | 14,730 | — | — | |
| ▸ 9 | MSFT | SH | $6.2M | 5.09% | 16,602 | — | — | |
| ▸ 10 | JNJ | SH | $5.6M | 4.62% | 22,123 | — | — |
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Frequently Asked Questions
What stocks does Drystone LLC hold as of Q2 2026?
Drystone LLC reported 18 positions worth $121.6M in its Q2 2026 13F filing. Largest positions: VXUS (17.2%), TT (13.1%), ROK (9.5%), EXPD (7.2%) and HLT (7.1%).
What did Drystone LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Drystone LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.