Filed: 11/14/2025ACC: 0001420506-25-003349
📋 What this filing means
STONE RUN CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $253.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$253.86M
Total AUM (reported)
1.52M
Total Shares
Allocation by class
COM$178.98M70.5%
CL A$20.73M8.2%
COM SHS$16.69M6.6%
CL B NEW$10.34M4.1%
SHS$8.38M3.3%
SHS USD$7.01M2.8%
CAP STK CL A$4.22M1.7%
Portfolio Concentration
Top 3$33.59M13.2%
4–10$63.74M25.1%
11–25$88.22M34.8%
Rest$68.31M26.9%
Top 3 weight
13.2%
Top 10 weight
38.3%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Sole
Full voting authority
1.52M
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)
Sole71
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings71
Rows:
AMPHENOL CORP NEW
SOLEShares95.32K
TypeSH
Market value$11.80M
4.65%
Sole
95.32K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares35.47K
TypeSH
Market value$11.45M
4.51%
Sole
35.47K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares20.57K
TypeSH
Market value$10.34M
4.07%
Sole
20.57K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares31.54K
TypeSH
Market value$10.02M
3.95%
Sole
31.54K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares66.40K
TypeSH
Market value$9.68M
3.81%
Sole
66.40K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares15.26K
TypeSH
Market value$9.62M
3.79%
Sole
15.26K
Shared
0.00
None
0.00
WATTS WATER TECHNOLOGIES INC
SOLEShares32K
TypeSH
Market value$8.94M
3.52%
Sole
32K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares18.06K
TypeSH
Market value$8.79M
3.46%
Sole
18.06K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares17.64K
TypeSH
Market value$8.38M
3.30%
Sole
17.64K
Shared
0.00
None
0.00
LENNOX INTL INC
SOLEShares15.71K
TypeSH
Market value$8.32M
3.28%
Sole
15.71K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares16.02K
TypeSH
Market value$7.99M
3.15%
Sole
16.02K
Shared
0.00
None
0.00
STERIS PLC
SOLEShares28.33K
TypeSH
Market value$7.01M
2.76%
Sole
28.33K
Shared
0.00
None
0.00
CORNING INC
SOLEShares84.72K
TypeSH
Market value$6.95M
2.74%
Sole
84.72K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares18.49K
TypeSH
Market value$6.40M
2.52%
Sole
18.49K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares13.01K
TypeSH
Market value$6.31M
2.49%
Sole
13.01K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares21.66K
TypeSH
Market value$5.93M
2.34%
Sole
21.66K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares43.90K
TypeSH
Market value$5.76M
2.27%
Sole
43.90K
Shared
0.00
None
0.00
WABTEC
SOLEShares28.34K
TypeSH
Market value$5.68M
2.24%
Sole
28.34K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares8.96K
TypeSH
Market value$5.51M
2.17%
Sole
8.96K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares70.40K
TypeSH
Market value$5.48M
2.16%
Sole
70.40K
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares42.85K
TypeSH
Market value$5.43M
2.14%
Sole
42.85K
Shared
0.00
None
0.00
XYLEM INC
SOLEShares34.55K
TypeSH
Market value$5.10M
2.01%
Sole
34.55K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares25.39K
TypeSH
Market value$5.03M
1.98%
Sole
25.39K
Shared
0.00
None
0.00
TRIMBLE INC
SOLEShares59.44K
TypeSH
Market value$4.85M
1.91%
Sole
59.44K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares16.70K
TypeSH
Market value$4.80M
1.89%
Sole
16.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMPHENOL CORP NEWSOLE | CL A | 95.32K | SH | $11.80M 4.65% | 95.32K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 35.47K | SH | $11.45M 4.51% | 35.47K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.57K | SH | $10.34M 4.07% | 20.57K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 31.54K | SH | $10.02M 3.95% | 31.54K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 66.40K | SH | $9.68M 3.81% | 66.40K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 15.26K | SH | $9.62M 3.79% | 15.26K | 0.00 | 0.00 |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 32K | SH | $8.94M 3.52% | 32K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 18.06K | SH | $8.79M 3.46% | 18.06K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 17.64K | SH | $8.38M 3.30% | 17.64K | 0.00 | 0.00 |
LENNOX INTL INCSOLE | COM | 15.71K | SH | $8.32M 3.28% | 15.71K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 16.02K | SH | $7.99M 3.15% | 16.02K | 0.00 | 0.00 |
STERIS PLCSOLE | SHS USD | 28.33K | SH | $7.01M 2.76% | 28.33K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 84.72K | SH | $6.95M 2.74% | 84.72K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 18.49K | SH | $6.40M 2.52% | 18.49K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 13.01K | SH | $6.31M 2.49% | 13.01K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 21.66K | SH | $5.93M 2.34% | 21.66K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 43.90K | SH | $5.76M 2.27% | 43.90K | 0.00 | 0.00 |
WABTECSOLE | COM | 28.34K | SH | $5.68M 2.24% | 28.34K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 8.96K | SH | $5.51M 2.17% | 8.96K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 70.40K | SH | $5.48M 2.16% | 70.40K | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 42.85K | SH | $5.43M 2.14% | 42.85K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 34.55K | SH | $5.10M 2.01% | 34.55K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 25.39K | SH | $5.03M 1.98% | 25.39K | 0.00 | 0.00 |
TRIMBLE INCSOLE | COM | 59.44K | SH | $4.85M 1.91% | 59.44K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 16.70K | SH | $4.80M 1.89% | 16.70K | 0.00 | 0.00 |
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