Filed: 5/14/2025ACC: 0001420506-25-001086
📋 What this filing means
STONE RUN CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $237.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$237.29M
Total AUM (reported)
1.51M
Total Shares
Allocation by class
COM$177.32M74.7%
CL A$13.19M5.6%
COM SHS$11.86M5.0%
CL B NEW$11.26M4.7%
SHS$8.22M3.5%
SHS USD$6.49M2.7%
COM NON VTG$4.92M2.1%
Portfolio Concentration
Top 3$30.66M12.9%
4–10$56.34M23.7%
11–25$85.67M36.1%
Rest$64.61M27.2%
Top 3 weight
12.9%
Top 10 weight
36.7%
Voting Authority Distribution
Total shares with voting rights: 1.51M
Sole
Full voting authority
1.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole66
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings66
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.14K
TypeSH
Market value$11.26M
4.74%
Sole
21.14K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares16.48K
TypeSH
Market value$9.72M
4.10%
Sole
16.48K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares19.07K
TypeSH
Market value$9.69M
4.08%
Sole
19.07K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares35.48K
TypeSH
Market value$9.48M
4.00%
Sole
35.48K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares33.67K
TypeSH
Market value$8.82M
3.72%
Sole
33.67K
Shared
0.00
None
0.00
LENNOX INTL INC
SOLEShares15.43K
TypeSH
Market value$8.65M
3.65%
Sole
15.43K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares17.65K
TypeSH
Market value$8.22M
3.46%
Sole
17.65K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares15.83K
TypeSH
Market value$7.57M
3.19%
Sole
15.83K
Shared
0.00
None
0.00
FISERV INC
SOLEShares30.97K
TypeSH
Market value$6.84M
2.88%
Sole
30.97K
Shared
0.00
None
0.00
WATTS WATER TECHNOLOGIES INC
SOLEShares33.17K
TypeSH
Market value$6.77M
2.85%
Sole
33.17K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares15.65K
TypeSH
Market value$6.57M
2.77%
Sole
15.65K
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares42.54K
TypeSH
Market value$6.56M
2.77%
Sole
42.54K
Shared
0.00
None
0.00
STERIS PLC
SOLEShares28.66K
TypeSH
Market value$6.49M
2.74%
Sole
28.66K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares18.50K
TypeSH
Market value$6.46M
2.72%
Sole
18.50K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares97.97K
TypeSH
Market value$6.43M
2.71%
Sole
97.97K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares55.48K
TypeSH
Market value$6.08M
2.56%
Sole
55.48K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares11.73K
TypeSH
Market value$5.84M
2.46%
Sole
11.73K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares21.66K
TypeSH
Market value$5.49M
2.31%
Sole
21.66K
Shared
0.00
None
0.00
WABTEC
SOLEShares28.71K
TypeSH
Market value$5.21M
2.19%
Sole
28.71K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares25.29K
TypeSH
Market value$5.18M
2.18%
Sole
25.29K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares66.60K
TypeSH
Market value$5.16M
2.17%
Sole
66.60K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares70.60K
TypeSH
Market value$5.12M
2.16%
Sole
70.60K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares22.19K
TypeSH
Market value$5.08M
2.14%
Sole
22.19K
Shared
0.00
None
0.00
ANSYS INC
SOLEShares16.04K
TypeSH
Market value$5.08M
2.14%
Sole
16.04K
Shared
0.00
None
0.00
MCCORMICK & CO INC
SOLEShares59.75K
TypeSH
Market value$4.92M
2.07%
Sole
59.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.14K | SH | $11.26M 4.74% | 21.14K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 16.48K | SH | $9.72M 4.10% | 16.48K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 19.07K | SH | $9.69M 4.08% | 19.07K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 35.48K | SH | $9.48M 4.00% | 35.48K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 33.67K | SH | $8.82M 3.72% | 33.67K | 0.00 | 0.00 |
LENNOX INTL INCSOLE | COM | 15.43K | SH | $8.65M 3.65% | 15.43K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 17.65K | SH | $8.22M 3.46% | 17.65K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 15.83K | SH | $7.57M 3.19% | 15.83K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 30.97K | SH | $6.84M 2.88% | 30.97K | 0.00 | 0.00 |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 33.17K | SH | $6.77M 2.85% | 33.17K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 15.65K | SH | $6.57M 2.77% | 15.65K | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 42.54K | SH | $6.56M 2.77% | 42.54K | 0.00 | 0.00 |
STERIS PLCSOLE | SHS USD | 28.66K | SH | $6.49M 2.74% | 28.66K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 18.50K | SH | $6.46M 2.72% | 18.50K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 97.97K | SH | $6.43M 2.71% | 97.97K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 55.48K | SH | $6.08M 2.56% | 55.48K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 11.73K | SH | $5.84M 2.46% | 11.73K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 21.66K | SH | $5.49M 2.31% | 21.66K | 0.00 | 0.00 |
WABTECSOLE | COM | 28.71K | SH | $5.21M 2.19% | 28.71K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 25.29K | SH | $5.18M 2.18% | 25.29K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 66.60K | SH | $5.16M 2.17% | 66.60K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 70.60K | SH | $5.12M 2.16% | 70.60K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 22.19K | SH | $5.08M 2.14% | 22.19K | 0.00 | 0.00 |
ANSYS INCSOLE | COM | 16.04K | SH | $5.08M 2.14% | 16.04K | 0.00 | 0.00 |
MCCORMICK & CO INCSOLE | COM NON VTG | 59.75K | SH | $4.92M 2.07% | 59.75K | 0.00 | 0.00 |
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