Stone Run Capital, Llc Buys Maravai LifeSciences Holdings Inc, Air Products & Chemicals Inc, Intuitive Surgical Inc, Sells Everbridge Inc, The Walt Disney Co, Intel Corp

• New Purchases: MRVI, CP, CDAY,
• Added Positions: FISV, APD, GLW, ISRG, BDX, PANW,
• Reduced Positions: IFF, ADSK, EMR, CLVT, DHR, EPAM, INTC, PKI, INFO, TMO, ROP, MLM, LIN, PTC, EW, FTV, PAYX, IT, TECH, STE, MKC, APH, ECL, ANSS, VRSK, SHW, HEI, BRK.B, ANET, XRAY, CRL, TFX, XYL, WTS, WWD, CNI, MCD, AMGN, JNJ, OKE, D, ITW, DUK,
• Sold Out: EVBG, DIS, ROL, KSU, ABST,

For the details of STONE RUN CAPITAL, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/stone+run+capital%2C+llc/current-portfolio/portfolio

1. EPAM Systems Inc (EPAM) - 20,270 shares, 4.38% of the total portfolio. Shares reduced by 5.55%
2. IHS Markit Ltd (INFO) - 100,780 shares, 4.33% of the total portfolio. Shares reduced by 5%
3. Danaher Corp (DHR) - 38,436 shares, 4.08% of the total portfolio. Shares reduced by 6.15%
4. Martin Marietta Materials Inc (MLM) - 27,855 shares, 3.96% of the total portfolio. Shares reduced by 4.79%
5. Thermo Fisher Scientific Inc (TMO) - 18,355 shares, 3.96% of the total portfolio. Shares reduced by 4.6%

Stone Run Capital, Llc initiated holding in Maravai LifeSciences Holdings Inc. The purchase prices were between $35 and $45.94, with an estimated average price of $40.44. The stock is now traded at around $31.980000. The impact to a portfolio due to this purchase was 0.8%. The holding were 58,785 shares as of 2021-12-31.

Stone Run Capital, Llc initiated holding in Canadian Pacific Railway Ltd. The purchase prices were between $66.43 and $77.89, with an estimated average price of $73.15. The stock is now traded at around $73.380000. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,460 shares as of 2021-12-31.

Stone Run Capital, Llc initiated holding in Ceridian HCM Holding Inc. The purchase prices were between $98.17 and $130.32, with an estimated average price of $114.49. The stock is now traded at around $68.990000. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,445 shares as of 2021-12-31.

Stone Run Capital, Llc added to a holding in Air Products & Chemicals Inc by 82.98%. The purchase prices were between $255.99 and $314.27, with an estimated average price of $294.3. The stock is now traded at around $240.610000. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,666 shares as of 2021-12-31.

Stone Run Capital, Llc added to a holding in Intuitive Surgical Inc by 27.96%. The purchase prices were between $319.93 and $365.42, with an estimated average price of $344.41. The stock is now traded at around $284.080000. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,950 shares as of 2021-12-31.

Stone Run Capital, Llc sold out a holding in Everbridge Inc. The sale prices were between $63 and $160.29, with an estimated average price of $119.52.

Stone Run Capital, Llc sold out a holding in The Walt Disney Co. The sale prices were between $142.15 and $177.71, with an estimated average price of $161.

Stone Run Capital, Llc sold out a holding in Rollins Inc. The sale prices were between $31.77 and $39.33, with an estimated average price of $34.98.

Stone Run Capital, Llc sold out a holding in . The sale prices were between $276.49 and $311.4, with an estimated average price of $299.1.

Stone Run Capital, Llc sold out a holding in Absolute Software Corp. The sale prices were between $8.49 and $11.54, with an estimated average price of $10.07.