SR

STONE RUN CAPITAL, LLC

13F
STONE RUN CAPITAL, LLC
Last update 2025-05-14 66 Stocks (4 new)
Value $237.00 Mil Turnover 3 %
Countries:
Top Holdings: BRK.B(4.74%)ROP(4.10%)SPGI(4.08%)HEI(4.00%)ADSK(3.72%)
Summary Stock Picks Current Portfolio
STONE RUN CAPITAL, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
21,135
11,256.1
-0.19%
4.740
-0.01%
0.000
-8.19%
+5.48%
1,030,137.3
Insurance
ROP
Roper Technologies Inc
16,483
9,718.3
-0.12%
4.100
0%
0.020
+2.42%
+8.95%
60,621.5
Software
SPGI
S&P Global Inc
19,067
9,687.9
-8.19%
4.080
-0.33%
0.010
+11.22%
+4.35%
158,803.4
Capital Markets
HEI
Heico Corp
35,481
9,480.2
-7.80%
4.000
-0.28%
0.030
+31.35%
+33.20%
38,343.8
Aerospace & Defense
ADSK
Autodesk Inc
33,675
8,816.1
+0.15%
3.720
+0.01%
0.020
+14.66%
+1.31%
64,061.4
Software
LII
Lennox International Inc
15,430
8,653.6
-6.14%
3.650
-0.24%
0.040
+11.42%
+2.20%
21,999.5
Construction
LIN
Linde PLC
17,650
8,218.5
-6.93%
3.460
-0.22%
0.000
+4.16%
+13.48%
222,191.4
Chemicals
MLM
Martin Marietta Materials Inc
15,833
7,570.2
+0.44%
3.190
+0.01%
0.030
+16.46%
+10.89%
34,421.8
Building Materials
FI
Fiserv Inc
30,970
6,839.1
-0.42%
2.880
-0.01%
0.010
-22.54%
-19.20%
92,024.9
Software
WTS
Watts Water Technologies Inc
33,175
6,765.1
-0.38%
2.850
-0.01%
0.100
+22.62%
+23.41%
8,338.5
Industrial Products

STONE RUN CAPITAL, LLC's Historical Top Holdings Breakdowns

STONE RUN CAPITAL, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LH
Labcorp Holdings Inc
2025-03-31
New Buy
New Buy
+1.49%
●
228.19 ($242.67) 256.81
$252.07
3.87%
New holding
15,205
15,205
IFF
International Flavors & Fragrances Inc
International Flavors & Fragrances Inc
2025-03-31
Sold Out
Sold Out
-0.90%
●
76.48 ($82.48) 87.72
$76.94
-6.72%
Sold Out
0
-26,996
STE
Steris PLC
2025-03-31
Reduce
Reduce
-0.82%
●
202.46 ($219.95) 232.74
$223.69
1.70%
Reduce -26.16%
28,655
-10,150
AOS
A.O. Smith Corp
2025-03-31
New Buy
New Buy
+0.79%
●
65.16 ($67.58) 72.69
$71.10
5.21%
New holding
28,572
28,572
BDX
Becton Dickinson & Co
2025-03-31
Reduce
Reduce
-0.62%
●
222.79 ($232.01) 249.08
$181.28
-21.87%
Reduce -23.87%
22,194
-6,957
IT
Gartner Inc
2025-03-31
Reduce
Reduce
-0.60%
●
418.25 ($492.81) 548.38
$356.52
-27.66%
Reduce -16.74%
15,647
-3,145
ADBE
Adobe Inc
2025-03-31
Reduce
Reduce
-0.57%
●
377.84 ($428.84) 464.11
$372.87
-13.05%
Reduce -48.88%
3,425
-3,275
FTV
Fortive Corp
2025-03-31
Reduce
Reduce
-0.49%
●
71.82 ($77.92) 82.98
$51.08
-34.45%
Reduce -53.58%
14,425
-16,650
GOOGL
Alphabet Inc
2025-03-31
New Buy
New Buy
+0.35%
●
154.33 ($181.36) 206.38
$191.34
5.50%
New holding
5,350
5,350
SPGI
S&P Global Inc
2025-03-31
Reduce
Reduce
-0.33%
●
478.26 ($510.97) 543.77
$517.81
1.34%
Reduce -8.19%
19,067
-1,700

STONE RUN CAPITAL, LLC Total Holding History ($B)

To

STONE RUN CAPITAL, LLC's Asset Allocation

To

STONE RUN CAPITAL, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

STONE RUN CAPITAL, LLC's Hypothetical Growth since 2025-03-31

STONE RUN CAPITAL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

STONE RUN CAPITAL, LLC's Holdings Heat Map

Size field:

STONE RUN CAPITAL, LLC's Holdings Bubble Chart

STONE RUN CAPITAL, LLC News

  • 1

Discussions on STONE RUN CAPITAL, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.