STONE RUN CAPITAL, LLC 13F Holdings

CIK 0001512746 · NEW YORK, NY

As of Sep 30, 2025, STONE RUN CAPITAL, LLC reported 71 positions worth $253.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMPHENOL CORP-CL AAPHTechnology95,320 1.8M4.65%
HEICO CORPHEIIndustrials35,466 1.4M4.51%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services20,575 0.3M4.07%
AUTODESK INCADSKTechnology31,535 0.0M3.95%
ARISTA NETWORKS INCANETTechnology66,400$9.7M3.81%
MARTIN MARIETTA MATERIALS INCMLMBasic Materials15,263$9.6M3.79%
WATTS WATER TECHNOLOGIES INCWTSIndustrials32,000$8.9M3.52%
S&P GLOBAL INCSPGIFinancial Services18,061$8.8M3.46%
LINDE PLCLINBasic Materials17,645$8.4M3.30%
LENNOX INTERNATIONAL INCLIIBasic Materials15,715$8.3M3.28%
ROPER TECHNOLOGIES INCROPTechnology16,021$8.0M3.15%
STERIS PLCSTEHealthcare28,330$7.0M2.76%
CORNING INCGLWTechnology84,724$6.9M2.74%
SHERWIN WILLIAMS COSHWBasic Materials18,490$6.4M2.52%
THERMO FISHER SCIENTIFIC INCTMOHealthcare13,012$6.3M2.49%
ECOLAB INCECLBasic Materials21,660$5.9M2.34%
EMERSON ELECTRIC COEMRIndustrials43,896$5.8M2.27%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPWABIndustrials28,335$5.7M2.24%
GE VERNOVA INCGEVUtilities8,956$5.5M2.17%
EDWARDS LIFESCIENCES CORPEWHealthcare70,400$5.5M2.16%
PAYCHEX INCPAYXIndustrials42,853$5.4M2.14%
XYLEM INCXYLIndustrials34,545$5.1M2.01%
DANAHER CORPDHRHealthcare25,388$5.0M1.98%
TRIMBLE INCTRMBTechnology59,440$4.9M1.91%
LABCORP HOLDINGS INCLHHealthcare16,705$4.8M1.89%