SR

STONE RUN CAPITAL, LLC

13F
STONE RUN CAPITAL, LLC
Last update 2024-08-14 65 Stocks (2 new)
Value $250.00 Mil Turnover 4 %
Countries:
Top Holdings: HEI(3.81%)SPGI(3.80%)ROP(3.79%)ADSK(3.65%)LII(3.64%)
Portfolio Report
Summary Stock Picks Current Portfolio
STONE RUN CAPITAL, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HEI 		Heico Corp
42,691
9546.140
-0.06%
3.810
0%
0.030
+11.02%
+45.21%
31206.315
Aerospace & Defense
SPGI 		S&P Global Inc
21,342
9518.530
-0.12%
3.800
0%
0.010
+3.40%
+14.83%
156025.046
Capital Markets
ROP 		Roper Technologies Inc
16,830
9486.480
-0.09%
3.790
0%
0.020
+8.68%
+4.70%
60865.411
Software
ADSK 		Autodesk Inc
36,910
9133.380
+7.27%
3.650
+0.25%
0.020
+27.69%
+25.50%
65850.782
Software
LII 		Lennox International Inc
17,035
9113.380
-0.26%
3.640
-0.01%
0.050
+13.40%
+41.88%
22476.509
Construction
BRK.B 		Berkshire Hathaway Inc
22,050
8969.940
-8.51%
3.580
-0.33%
0.000
+7.39%
+29.93%
999724.216
Insurance
MLM 		Martin Marietta Materials Inc
16,283
8822.130
-5.87%
3.520
-0.24%
0.030
+15.12%
+24.69%
37867.526
Building Materials
IT 		Gartner Inc
18,902
8488.130
-4.79%
3.390
-0.17%
0.020
+14.28%
+21.35%
42223.305
Software
LIN 		Linde PLC
19,120
8390.050
-9.04%
3.350
-0.34%
0.000
+2.97%
+12.90%
218785.033
Chemicals
TMO 		Thermo Fisher Scientific Inc
13,307
7358.770
-3.62%
2.940
-0.11%
0.000
-7.99%
+4.15%
211040.696
Medical Diagnostics & Research

STONE RUN CAPITAL, LLC's Historical Top Holdings Breakdowns

STONE RUN CAPITAL, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GEV 		GE Vernova Inc2024-06-30New Buy
+1.64%
●
122.7 ($158.47) 181.45
$341.18
115.30%
New holding
23,950
23,950
MIDD 		The Middleby Corp2024-06-30Reduce
-0.76%
●
122.61 ($135.63) 158.53
$140.31
3.45%
Reduce -22.07%
43,700
-12,375
SNPS 		Synopsys Inc2024-06-30New Buy
+0.64%
●
510.71 ($565.46) 620.31
$561.46
-0.71%
New holding
2,705
2,705
PAYX 		Paychex Inc2024-06-30Reduce
-0.48%
●
117.39 ($122.19) 126.98
$148.57
21.59%
Reduce -16.93%
49,926
-10,174
WAB 		Westinghouse Air Brake Technologies Corp2024-06-30Reduce
-0.41%
●
144.17 ($159.76) 170.65
$200.69
25.62%
Reduce -20.12%
29,484
-7,425
XRAY 		Dentsply Sirona Inc2024-06-30Sold Out
-0.41%
●
24.91 ($28.68) 32.85
$17.86
-37.73%
Sold Out
0
-32,250
RVTY 		Revvity Inc2024-06-30Reduce
-0.38%
●
99.38 ($106.18) 113.27
$122.47
15.34%
Reduce -17.5%
44,683
-9,475
LIN 		Linde PLC2024-06-30Reduce
-0.34%
●
419.62 ($440) 464.7
$459.48
4.43%
Reduce -9.04%
19,120
-1,900
BRK.B 		Berkshire Hathaway Inc2024-06-30Reduce
-0.33%
●
396.73 ($408.62) 420.24
$463.41
13.41%
Reduce -8.51%
22,050
-2,050
GLW 		Corning Inc2024-06-30Reduce
-0.33%
●
30.91 ($34.93) 40.21
$48.72
39.48%
Reduce -43.14%
34,398
-26,093

STONE RUN CAPITAL, LLC Total Holding History ($B)

To

STONE RUN CAPITAL, LLC's Asset Allocation

To

STONE RUN CAPITAL, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

STONE RUN CAPITAL, LLC's Hypothetical Growth since 2024-06-30

STONE RUN CAPITAL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

STONE RUN CAPITAL, LLC's Holdings Heat Map

Size field:

STONE RUN CAPITAL, LLC's Holdings Bubble Chart

STONE RUN CAPITAL, LLC News

  • 1

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