Institutional Manager · CIK 0001512746
STONE RUN CAPITAL, LLC
NEW YORK, NY · File #028-14680
Latest AUM
$253.9M
Positions
71
Top-10 Concentration
39.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 202571 pos · $253.9M
- 13F HOLDINGS REPORTQ/E Jun 202568 pos · $250.1M
- 13F HOLDINGS REPORTQ/E Mar 202566 pos · $237.3M
- 13F HOLDINGS REPORTQ/E Dec 202468 pos · $254.5M
- 13F HOLDINGS REPORTQ/E Sep 202470 pos · $268.6M
- 13F HOLDINGS REPORTQ/E Jun 202465 pos · $250.4M
- 13F HOLDINGS REPORTQ/E Mar 202466 pos · $261.7M
- 13F HOLDINGS REPORTQ/E Dec 202357 pos · $204.0M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 20231 pos · $6.4M
- 13F HOLDINGS REPORTQ/E Sep 202356 pos · $218.7M
- 13F HOLDINGS REPORTQ/E Jun 202357 pos · $209.2M
- 13F HOLDINGS REPORTQ/E Mar 202358 pos · $197.9M
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMPHENOL CORP NEW | 032095101 | 95,320 | $11.8M | 4.76% |
| 2 | HEICO CORP NEW | HEI-A | 35,466 | $11.4M | 4.62% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 20,575 | $10.3M | 4.17% |
| 4 | AUTODESK INC | ADSK | 31,535 | $10.0M | 4.04% |
| 5 | ARISTA NETWORKS INC | ANET | 66,400 | $9.7M | 3.90% |
| 6 | MARTIN MARIETTA MATLS INC | 573284106 | 15,263 | $9.6M | 3.88% |
| 7 | WATTS WATER TECHNOLOGIES INC | WTS | 32,000 | $8.9M | 3.60% |
| 8 | S&P GLOBAL INC | SPGI | 18,061 | $8.8M | 3.54% |
| 9 | LINDE PLC | LIN | 17,645 | $8.4M | 3.38% |
| 10 | LENNOX INTL INC | 526107107 | 15,715 | $8.3M | 3.35% |
| 11 | ROPER TECHNOLOGIES INC | ROP | 16,021 | $8.0M | 3.22% |
| 12 | STERIS PLC | STE | 28,330 | $7.0M | 2.83% |
| 13 | CORNING INC | GLW | 84,724 | $6.9M | 2.80% |
| 14 | SHERWIN WILLIAMS CO | SHW | 18,490 | $6.4M | 2.58% |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 13,012 | $6.3M | 2.54% |
| 16 | ECOLAB INC | ECL | 21,660 | $5.9M | 2.39% |
| 17 | EMERSON ELEC CO | EMR | 43,896 | $5.8M | 2.32% |
| 18 | WABTEC | 929740108 | 28,335 | $5.7M | 2.29% |
| 19 | GE VERNOVA INC | GEV | 8,956 | $5.5M | 2.22% |
| 20 | EDWARDS LIFESCIENCES CORP | EW | 70,400 | $5.5M | 2.21% |