STONE RUN CAPITAL, LLC

STONE RUN CAPITAL, LLC is an institution, managing $253.9M across 71 long positions as of Q3 2025 with APH as the largest holding (5% allocation).

Top Holdings

Largest long holdings in STONE RUN CAPITAL, LLC's portfolio (38.3% of total portfolio)

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Amphenol APH	Hardware, Equipment & Parts Technology	$11.8M	4.65%	-$309.4K Sold	0.01% 95.3K shares	Q1 2020 Held for 5y 8m
2 HEICO HEI	Aerospace & Defense Industrials	$11.4M	4.51%	-$4.8K Sold	0.03% 35.5K shares	≤ Q2 2013 Held for 12y 5m+
3 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$10.3M	4.07%	—	0.00% 20.6K shares	Q4 2019 Held for 5y 11m
4 Autodesk ADSK	Software - Application Technology	$10.0M	3.95%	-$333.6K Sold	0.01% 31.5K shares	≤ Q2 2013 Held for 12y 5m+
5 Arista Networks ANET	Computer Hardware Technology	$9.7M	3.81%	-$29.1K Sold	0.01% 66.4K shares	Q3 2020 Held for 5y 2m
6 Martin Marietta Materials MLM	Construction Materials Basic Materials	$9.6M	3.79%	-$337.2K Sold	0.03% 15.3K shares	Q3 2018 Held for 7y 2m
7 Watts Water Technologies, Inc. WTS	Industrial - Machinery Industrials	$8.9M	3.52%	-$293.2K Sold	0.10% 32.0K shares	Q1 2016 Held for 9y 8m
8 S&P Global SPGI	Financial - Data & Stock Exchanges Financial Services	$8.8M	3.46%	-$514.0K Sold	0.01% 18.1K shares	Q1 2022 Held for 3y 8m
9 Linde LIN	Chemicals - Specialty Basic Materials	$8.4M	3.30%	-$4.8K Sold	0.00% 17.6K shares	Q1 2019 Held for 6y 8m
10 Lennox International LII	Construction Industrials	$8.3M	3.28%	+$111.2K Bought	0.04% 15.7K shares	≤ Q2 2013 Held for 12y 5m+

Portfolio activity, position movements, and quarter-over-quarter changes in STONE RUN CAPITAL, LLC's latest filing

Market Value

$253.9M

Prior: $250.1M

Q/Q Change

+1.5%

+$3.7M

Net Flows % of MV

-4.85%

Turnover Ratio

5.71%

New Purchases

1 stocks

$306.8K

Added To

13 stocks

+$5.8M

Sold Out Of

3 stocks

$11.2M

Reduced Holdings

30 stocks

-$7.2M