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
+5.16%
+11.07%
1,085,760.0
Insurance
ROP 		Roper Technologies Inc
16,483
9,718.3
-0.12%
4.100
0%
0.020
-1.08%
+9.41%
60,964.5
Software
SPGI 		S&P Global Inc
19,067
9,687.9
-8.19%
4.080
-0.33%
0.010
-4.21%
+2.59%
156,414.4
Capital Markets
HEI 		Heico Corp
35,481
9,480.2
-7.80%
4.000
-0.28%
0.030
+18.80%
+12.80%
32,495.6
Aerospace & Defense
ADSK 		Autodesk Inc
33,675
8,816.1
+0.15%
3.720
+0.01%
0.020
+3.63%
-0.07%
63,188.5
Software
LII 		Lennox International Inc
15,430
8,653.6
-6.14%
3.650
-0.24%
0.040
-7.42%
-6.72%
20,125.6
Construction
LIN 		Linde PLC
17,650
8,218.5
-6.93%
3.460
-0.22%
0.000
+0.53%
+9.97%
216,015.5
Chemicals
MLM 		Martin Marietta Materials Inc
15,833
7,570.2
+0.44%
3.190
+0.01%
0.030
+14.86%
+8.93%
33,863.5
Building Materials
FI 		Fiserv Inc
30,970
6,839.1
-0.42%
2.880
-0.01%
0.010
-31.42%
-22.43%
88,343.5
Software
WTS 		Watts Water Technologies Inc
33,175
6,765.1
-0.38%
2.850
-0.01%
0.100
+10.61%
+16.96%
7,919.7
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 Inc2025-03-31New Buy
+1.49%
●
228.19 ($242.67) 256.81
$242.53
-0.06%
New holding
15,205
15,205
IFF 		International Flavors & Fragrances Inc2025-03-31Sold Out
-0.90%
●
76.48 ($82.48) 87.72
$75.00
-9.07%
Sold Out
0
-26,996
STE 		Steris PLC2025-03-31Reduce
-0.82%
●
202.46 ($219.95) 232.74
$243.00
10.48%
Reduce -26.16%
28,655
-10,150
AOS 		A.O. Smith Corp2025-03-31New Buy
+0.79%
●
65.16 ($67.58) 72.69
$67.02
-0.83%
New holding
28,572
28,572
BDX 		Becton Dickinson & Co2025-03-31Reduce
-0.62%
●
222.79 ($232.01) 249.08
$171.38
-26.13%
Reduce -23.87%
22,194
-6,957
IT 		Gartner Inc2025-03-31Reduce
-0.60%
●
418.25 ($492.81) 548.38
$438.36
-11.05%
Reduce -16.74%
15,647
-3,145
ADBE 		Adobe Inc2025-03-31Reduce
-0.57%
●
377.84 ($428.84) 464.11
$407.69
-4.93%
Reduce -48.88%
3,425
-3,275
FTV 		Fortive Corp2025-03-31Reduce
-0.49%
●
71.82 ($77.92) 82.98
$69.67
-10.59%
Reduce -53.58%
14,425
-16,650
GOOGL 		Alphabet Inc2025-03-31New Buy
+0.35%
●
154.33 ($181.36) 206.38
$168.47
-7.11%
New holding
5,350
5,350
SPGI 		S&P Global Inc2025-03-31Reduce
-0.33%
●
478.26 ($510.97) 543.77
$510.02
-0.19%
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

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