Filed: 8/14/2025ACC: 0001420506-25-002087
📋 What this filing means
STONE RUN CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $250.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$250.12M
Total AUM (reported)
1.55M
Total Shares
Allocation by class
COM$182.45M72.9%
CL A$17.79M7.1%
COM SHS$14.39M5.8%
CL B NEW$9.99M4.0%
SHS$8.28M3.3%
SHS USD$6.77M2.7%
COM NON VTG$4.53M1.8%
Portfolio Concentration
Top 3$31.81M12.7%
4–10$62.96M25.2%
11–25$86.12M34.4%
Rest$69.24M27.7%
Top 3 weight
12.7%
Top 10 weight
37.9%
Voting Authority Distribution
Total shares with voting rights: 1.55M
Sole
Full voting authority
1.55M
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)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
HEICO CORP NEW
SOLEShares35.48K
TypeSH
Market value$11.64M
4.65%
Sole
35.48K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares32.59K
TypeSH
Market value$10.09M
4.03%
Sole
32.59K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares19.12K
TypeSH
Market value$10.08M
4.03%
Sole
19.12K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares20.57K
TypeSH
Market value$9.99M
4.00%
Sole
20.57K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares97.82K
TypeSH
Market value$9.66M
3.86%
Sole
97.82K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares16.47K
TypeSH
Market value$9.34M
3.73%
Sole
16.47K
Shared
0.00
None
0.00
LENNOX INTL INC
SOLEShares15.51K
TypeSH
Market value$8.89M
3.55%
Sole
15.51K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares15.80K
TypeSH
Market value$8.67M
3.47%
Sole
15.80K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares17.66K
TypeSH
Market value$8.28M
3.31%
Sole
17.66K
Shared
0.00
None
0.00
WATTS WATER TECHNOLOGIES INC
SOLEShares33.05K
TypeSH
Market value$8.13M
3.25%
Sole
33.05K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares66.60K
TypeSH
Market value$6.81M
2.72%
Sole
66.60K
Shared
0.00
None
0.00
STERIS PLC
SOLEShares28.18K
TypeSH
Market value$6.77M
2.71%
Sole
28.18K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares18.55K
TypeSH
Market value$6.37M
2.55%
Sole
18.55K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares15.65K
TypeSH
Market value$6.32M
2.53%
Sole
15.65K
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares42.75K
TypeSH
Market value$6.22M
2.49%
Sole
42.75K
Shared
0.00
None
0.00
WABTEC
SOLEShares29.34K
TypeSH
Market value$6.14M
2.46%
Sole
29.34K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares44.05K
TypeSH
Market value$5.87M
2.35%
Sole
44.05K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares21.66K
TypeSH
Market value$5.84M
2.33%
Sole
21.66K
Shared
0.00
None
0.00
ANSYS INC
SOLEShares16.04K
TypeSH
Market value$5.63M
2.25%
Sole
16.04K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares70.45K
TypeSH
Market value$5.51M
2.20%
Sole
70.45K
Shared
0.00
None
0.00
FISERV INC
SOLEShares31.02K
TypeSH
Market value$5.35M
2.14%
Sole
31.02K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares25.36K
TypeSH
Market value$5.01M
2.00%
Sole
25.36K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares9.22K
TypeSH
Market value$4.88M
1.95%
Sole
9.22K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares18.05K
TypeSH
Market value$4.74M
1.89%
Sole
18.05K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares11.47K
TypeSH
Market value$4.65M
1.86%
Sole
11.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HEICO CORP NEWSOLE | COM | 35.48K | SH | $11.64M 4.65% | 35.48K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 32.59K | SH | $10.09M 4.03% | 32.59K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 19.12K | SH | $10.08M 4.03% | 19.12K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.57K | SH | $9.99M 4.00% | 20.57K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 97.82K | SH | $9.66M 3.86% | 97.82K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 16.47K | SH | $9.34M 3.73% | 16.47K | 0.00 | 0.00 |
LENNOX INTL INCSOLE | COM | 15.51K | SH | $8.89M 3.55% | 15.51K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 15.80K | SH | $8.67M 3.47% | 15.80K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 17.66K | SH | $8.28M 3.31% | 17.66K | 0.00 | 0.00 |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 33.05K | SH | $8.13M 3.25% | 33.05K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 66.60K | SH | $6.81M 2.72% | 66.60K | 0.00 | 0.00 |
STERIS PLCSOLE | SHS USD | 28.18K | SH | $6.77M 2.71% | 28.18K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 18.55K | SH | $6.37M 2.55% | 18.55K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 15.65K | SH | $6.32M 2.53% | 15.65K | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 42.75K | SH | $6.22M 2.49% | 42.75K | 0.00 | 0.00 |
WABTECSOLE | COM | 29.34K | SH | $6.14M 2.46% | 29.34K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 44.05K | SH | $5.87M 2.35% | 44.05K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 21.66K | SH | $5.84M 2.33% | 21.66K | 0.00 | 0.00 |
ANSYS INCSOLE | COM | 16.04K | SH | $5.63M 2.25% | 16.04K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 70.45K | SH | $5.51M 2.20% | 70.45K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 31.02K | SH | $5.35M 2.14% | 31.02K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 25.36K | SH | $5.01M 2.00% | 25.36K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 9.22K | SH | $4.88M 1.95% | 9.22K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 18.05K | SH | $4.74M 1.89% | 18.05K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 11.47K | SH | $4.65M 1.86% | 11.47K | 0.00 | 0.00 |
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