Drystone

Drystone as of March 31, 2022

Portfolio Holdings for Drystone

Drystone holds 19 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft common stock (MSFT) 9.2 $7.6M 25k 308.32
Trane common stock 9.1 $7.5M 49k 152.69
Hilton common stock (HLT) 7.6 $6.3M 41k 151.73
Ritchie Brothers common stock 7.5 $6.2M 105k 59.03
Texas Instruments common stock (TXN) 7.4 $6.1M 33k 183.47
Rockwell Automation common stock (ROK) 6.8 $5.7M 20k 280.05
Vanguard International REIT ETF exchange-traded fund (VNQI) 6.8 $5.6M 108k 51.95
Vanguard Total International Stock ETF exchange-traded fund (VXUS) 6.8 $5.6M 93k 59.74
Expeditors Int'l. common stock (EXPD) 6.6 $5.5M 53k 103.15
Mettler-Toledo common stock (MTD) 6.5 $5.3M 3.9k 1373.17
Berkshire Hathaway B Class B common stock 6.4 $5.3M 15k 352.93
Vanguard U.S. REIT ETF exchange-traded fund (VNQ) 5.8 $4.8M 44k 108.37
Douglas Dynamics common stock (PLOW) 4.7 $3.9M 112k 34.59
Johnson & Johnson common stock (JNJ) 4.2 $3.4M 19k 177.24
Vanguard Int'l. Dividend Stock ETF exchange-traded fund (VYMI) 3.0 $2.5M 37k 67.63
Vanguard Total World Stock ETF exchange-traded fund (VT) 0.8 $680k 6.7k 101.36
Fastenal common stock (FAST) 0.4 $297k 5.0k 59.40
Vanguard S&P 500 Stock ETF exchange-traded fund (VOO) 0.3 $253k 610.00 414.75
Apple common stock (AAPL) 0.0 $17k 98.00 173.47