13F Insight
DOSSIER · 13F-HR · Q3 2025

STONE RUN CAPITAL, LLC

$254M in tracked AUM across 71 positions as of Q3 2025.

SR
CIK 0001512746 · last filed Sep 30, 2025
Total AUM
$254M
as of Q3 2025
Holdings
71
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

STONE RUN CAPITAL, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
APH
AMPHENOL CORP NEW
$12M95K4.6%02
HEI
HEICO CORP NEW
$11M35K4.5%03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$10M21K4.1%04
ADSK
AUTODESK INC
$10M32K3.9%05
ANET
ARISTA NETWORKS INC
$10M66K3.8%06
MLM
MARTIN MARIETTA MATLS INC
$10M15K3.8%07
WTS
WATTS WATER TECHNOLOGIES INC
$9M32K3.5%08
SPGI
S&P GLOBAL INC
$9M18K3.5%09
G54950103
LINDE PLC
$8M18K3.3%10
LII
LENNOX INTL INC
$8M16K3.3%

Filing history

2025Q3Sep 30
$254M▲ 1.5%
71 positionsView →2025Q2Jun 30
$250M▲ 5.4%
68 positionsLocked2025Q1Mar 31
$237M▼ 6.8%
66 positionsLocked2024Q4Dec 31
$255M▼ 5.3%
68 positionsLocked2024Q3Sep 30
$269M▲ 7.3%
70 positionsLocked2024Q2Jun 30
$250M▼ 4.3%
65 positionsLocked2024Q1Mar 31
$262M▲ 12.1%
66 positionsLocked2023Q4Dec 31
$233M▲ 14.4%
65 positionsLocked2023Q3Sep 30
$204M▼ 6.7%
57 positionsLocked2023Q2Jun 30
$219M▲ 4.5%
56 positionsLocked2023Q1Mar 31
$209M▲ 5.7%
57 positionsLocked2022Q4Dec 31
$198M▲ 6.6%
58 positionsLocked
Showing 12 of 52