Drystone LLC has disclosed its latest 13F-HR filing, revealing its investment holdings as of September 30, 2026. This filing, submitted on October 30, 2026, is a critical update for the firm, showcasing its investment strategies and positions in various significant companies.

Drystone LLC is a Virginia-based investment firm, as indicated by its filings with the SEC. The company, which operates under the Central Index Key (CIK) 0001910462, focuses on asset management. Its latest filing falls under the 13F-HR category, which is used by institutional investment managers to report their equity holdings.

The recent filing indicates that Drystone LLC holds a total of 18 different securities, with a total reported value of approximately $118,939,538. Some of the notable companies in Drystone's portfolio include:

  • Adobe: 10,420 shares valued at $2,500,175
  • Apple: 98 shares valued at $32,636
  • Berkshire Hathaway B: 14,755 shares valued at $7,347,252
  • Microsoft: 16,647 shares valued at $8,538,232
  • Pfizer: 165,915 shares valued at $4,731,901

Christopher H. Jackson, the Managing Member and Chief Compliance Officer, signed the filing, confirming the accuracy of the reported information. The filing also notes that Drystone LLC has made its investments with sole discretion, indicating a focused strategy in managing its portfolio.

This update may have implications for various stakeholders, including investors and competitors in the asset management industry. As Drystone LLC continues to adjust its holdings, other firms may look to adapt their strategies in response to the trends highlighted in this filing.

Looking ahead, it is unclear what specific actions Drystone LLC plans to take following this filing. The filing does not indicate any upcoming votes or additional disclosures, leaving the market to speculate on the firm's next moves.