STONE RUN CAPITAL, LLC
CIK: 0001512746SEC EDGAR →
Portfolio Value
$253.9M
Holdings
71
As of
Q3 2025
New Positions
5
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMPHENOL CORP NEW | 95,320 | $11.8M | 4.65% |
| 2 | HEICO CORP NEW | 35,466 | $11.4M | 4.51% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 20,575 | $10.3M | 4.07% |
| 4 | AUTODESK INC | 31,535 | $10.0M | 3.95% |
| 5 | ARISTA NETWORKS INC | 66,400 | $9.7M | 3.81% |
| 6 | MARTIN MARIETTA MATLS INC | 15,263 | $9.6M | 3.79% |
| 7 | WATTS WATER TECHNOLOGIES INC | 32,000 | $8.9M | 3.52% |
| 8 | S&P GLOBAL INC | 18,061 | $8.8M | 3.46% |
| 9 | LINDE PLC | 17,645 | $8.4M | 3.30% |
| 10 | LENNOX INTL INC | 15,715 | $8.3M | 3.28% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 21 | $70.4M | 27.7% |
| Technology | 16 | $67.8M | 26.7% |
| Healthcare | 13 | $41.6M | 16.4% |
| Basic Materials | 5 | $30.6M | 12.1% |
| Unknown | 3 | $17.5M | 6.9% |
| Financial Services | 2 | $12.7M | 5.0% |
| Utilities | 6 | $8.0M | 3.1% |
| Communication Services | 1 | $4.2M | 1.7% |
| Energy | 3 | $806K | 0.3% |
| Consumer Cyclical | 1 | $274K | 0.1% |