HoldingsChannel.com
Stone Run Capital LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BECTON DICKINSON & CO 33,417 +273 $7,678
     BDX33,417+273$7,678
IHS MARKIT LTD 117,230 -1,779 $7,034
     INFO117,230-1,779$7,034
AUTODESK INC 44,660 -5,114 $6,972
     ADSK44,660-5,114$6,972
ROPER TECHNOLOGIES INC 20,431 -982 $6,371
     ROP20,431-982$6,371
EDWARDS LIFESCIENCES CORP 33,175 -4,150 $6,257
     EW33,175-4,150$6,257
DANAHER CORPORATION 44,636 -4,000 $6,178
     DHR44,636-4,000$6,178
MCCORMICK & CO INC 43,050 +6,050 $6,079
     MKC43,050+6,050$6,079
LINDE PLC 34,200 -2,139 $5,916
     LIN34,200-2,139$5,916
STERIS PLC 41,600 +41,600 $5,823
     STE41,600+41,600$5,823
THERMO FISHER SCIENTIFIC INC 19,920 -3,090 $5,649
     TMO19,920-3,090$5,649
BIO TECHNE CORP 28,890 -3,932 $5,479
     TECH28,890-3,932$5,479
FISERV INC 57,350 -1,200 $5,448
     FISV57,350-1,200$5,448
ANSYS INC 22,715 -1,510 $5,281
     ANSS22,715-1,510$5,281
EPAM SYS INC 26,530 -4,635 $4,926
     EPAM26,530-4,635$4,926
INTERNATIONAL FLAVORS&FRAGRA 47,955 -645 $4,896
     IFF47,955-645$4,896
MARTIN MARIETTA MATLS INC 25,530 -10,265 $4,831
     MLM25,530-10,265$4,831
HEICO CORP NEW 62,379 -8,125 $4,654
     HEI62,379-8,125$4,654
ECOLAB INC 28,643 +5,743 $4,463
     ECL28,643+5,743$4,463
PAYCHEX INC 67,687 +11,825 $4,258
     PAYX67,687+11,825$4,258
PERKINELMER INC 56,300 +8,800 $4,238
     PKI56,300+8,800$4,238
VERISK ANALYTICS INC 28,100 +28,100 $3,917
     VRSK28,100+28,100$3,917
TELEFLEX INCORPORATED 13,350 -3,345 $3,910
     TFX13,350-3,345$3,910
SHERWIN WILLIAMS CO 7,805 +775 $3,587
     SHW7,805+775$3,587
WATTS WATER TECHNOLOGIES INC 41,950 -1,500 $3,551
     WTS41,950-1,500$3,551
BERKSHIRE HATHAWAY INC DEL      $3,465
     BRK.B18,950+3,075$3,465
PTC INC 55,979 +3,400 $3,426
     PTC55,979+3,400$3,426
LENNOX INTL INC 18,600 -1,750 $3,381
     LII18,600-1,750$3,381
EMERSON ELEC CO 69,837 +6,750 $3,328
     EMR69,837+6,750$3,328
XYLEM INC 49,870 -9,350 $3,248
     XYL49,870-9,350$3,248
GARTNER INC 32,227 +777 $3,209
     IT32,227+777$3,209
WOODWARD INC 51,100 +4,700 $3,037
     WWD51,100+4,700$3,037
DENTSPLY SIRONA INC 67,400 -10,975 $2,617
     XRAY67,400-10,975$2,617
CORNING INC 101,849 -18,991 $2,092
     GLW101,849-18,991$2,092
MIDDLEBY CORP 30,396 +30,396 $1,729
     MIDD30,396+30,396$1,729
AMPHENOL CORP NEW 23,713 +23,713 $1,728
     APH23,713+23,713$1,728
3M CO 12,450 -200 $1,700
     MMM12,450-200$1,700
BROOKFIELD INFRAST PARTNERS 37,650 UNCH $1,354
     BIP37,650UNCH$1,354
CERNER CORP 20,000 +20,000 $1,260
     CERN20,000+20,000$1,260
VULCAN MATLS CO 9,000 +9,000 $973
     VMC9,000+9,000$973
APPLE INC 3,733 +23 $949
     AAPL3,733+23$949
ROLLINS INC 24,850 +24,850 $898
     ROL24,850+24,850$898
PPG INDS INC 7,690 UNCH $846
     PPG7,690UNCH$846
DISNEY WALT CO 8,609 +8,609 $832
     DIS8,609+8,609$832
QUEST DIAGNOSTICS INC 10,000 +10,000 $803
     DGX10,000+10,000$803
VARIAN MED SYS INC 6,835 UNCH $702
     VAR6,835UNCH$702
UNITED TECHNOLOGIES CORP 6,600 UNCH $623
     UTX6,600UNCH$623
AIR PRODS & CHEMS INC 2,550 -400 $509
     APD2,550-400$509
MERCK & CO. INC 5,970 UNCH $460
     MRK5,970UNCH$460
INTUITIVE SURGICAL INC 900 UNCH $446
     ISRG900UNCH$446
FORTIVE CORP 7,589 -9,250 $419
     FTV7,589-9,250$419

See Full List: All Stocks Held By Stone Run Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Stone Run Capital LLC

Size ($ in 1000's)
At 03/31/2020: $174,366
At 12/31/2019: $225,064

Stone Run Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Stone Run Capital LLC 13F filings. Link to 13F filings: SEC filings

Stone Run Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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