Filer Name: STONE RUN CAPITAL, LLC
CIK: 1512746
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 68
Portfolio Value: $0.25B

Stone Run Capital, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPGI US S&P GLOBAL INC 20,767 $10M 4.06% -2.6% -
LII US LENNOX INTERNATIONAL INC 16,440 $10M 3.94% -3.6% -
ADSK US AUTODESK INC 33,625 $10M 3.91% -0.1% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 21,175 $10M 3.77% -4.0% -
HEI US HEICO CORP 38,481 $9M 3.59% -9.8% -
IT US GARTNER INC 18,792 $9M 3.58% -0.1% -
ROP US ROPER TECHNOLOGIES INC 16,503 $9M 3.37% -2.4% -
MLM US MARTIN MARIETTA MATERIALS 15,763 $8M 3.20% -3.0% -
040413205 - ARISTA NETWORKS INC 72,200 $8M 3.14% 100.0% -
STE US STERIS PLC 38,805 $8M 3.13% 39.2% -
LIN US LINDE PLC 18,965 $8M 3.12% -0.3% -
EMR US EMERSON ELECTRIC CO 60,082 $7M 2.93% -2.2% -
APH US AMPHENOL CORP-CL A 98,020 $7M 2.67% -7.3% -
WTS US WATTS WATER TECHNOLOGIES-A 33,300 $7M 2.66% -0.9% -
TMO US THERMO FISHER SCIENTIFIC INC 12,762 $7M 2.61% -4.3% -
BDX US BECTON DICKINSON AND CO 29,151 $7M 2.60% -13.0% -
FI US FISERV INC 31,100 $6M 2.51% -2.6% -
SHW US SHERWIN-WILLIAMS CO/THE 18,500 $6M 2.47% 0.0% -
DHR US DANAHER CORP 27,288 $6M 2.46% -3.5% -
WAB US WABTEC CORP 32,145 $6M 2.39% 7.0% -
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