§ 13F · FUND PROFILE
STONE RUN CAPITAL, LLC.
AUM · $254M (13F)Positions · 71Turnover · n/a · Q3Filed · Nov 14, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 14, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW | 95K | $12M | — | — |
| 2 | HEI | HEICO CORP NEW | 35K | $11M | — | — |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 21K | $10M | — | — |
| 4 | ADSK | AUTODESK INC | 32K | $10M | — | — |
| 5 | ANET | ARISTA NETWORKS INC | 66K | $10M | — | — |
| 6 | MLM | MARTIN MARIETTA MATLS INC | 15K | $10M | — | — |
| 7 | WTS | WATTS WATER TECHNOLOGIES INC | 32K | $9M | — | — |
| 8 | SPGI | S&P GLOBAL INC | 18K | $9M | — | — |
| 9 | LIN | LINDE PLC | 18K | $8M | — | — |
| 10 | LII | LENNOX INTL INC | 16K | $8M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONE SIGNAL
AC read
STONE RUN CAPITAL, LLC is a Other fund managing $254 million in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →