All Stocks Held By Stone Run Capital LLC

As of 12/31/2023, we find all stocks held by Stone Run Capital LLC to be as follows, presented in the table below with each row detailing each Stone Run Capital LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Stone Run Capital LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Stone Run Capital LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
S&P GLOBAL INC	23,395	-658	$10,306
SPGI	23,395	-658	$10,306
ROPER TECHNOLOGIES INC	17,680	-136	$9,639
ROP	17,680	-136	$9,639
MARTIN MARIETTA MATLS INC	19,173	-3,390	$9,566
MLM	19,173	-3,390	$9,566
BERKSHIRE HATHAWAY INC DEL			$8,952
BRK.B	25,100	+2,100	$8,952
LINDE PLC	21,770	-2,925	$8,941
LIN	21,770	-2,925	$8,941
GARTNER INC	19,777	-53	$8,922
IT	19,777	-53	$8,922
AUTODESK INC	36,285	-3,015	$8,835
ADSK	36,285	-3,015	$8,835
BECTON DICKINSON & CO	32,590	+8,640	$7,946
BDX	32,590	+8,640	$7,946
HEICO CORP NEW	42,716	-2,950	$7,641
HEI	42,716	-2,950	$7,641
LENNOX INTL INC	16,980	-675	$7,599
LII	16,980	-675	$7,599
THERMO FISHER SCIENTIFIC INC	14,307	-710	$7,594
TMO	14,307	-710	$7,594
MIDDLEBY CORP	50,775	+8,531	$7,473
MIDD	50,775	+8,531	$7,473
PAYCHEX INC	61,075	-300	$7,275
PAYX	61,075	-300	$7,275
DANAHER CORPORATION	30,737	-2,660	$7,111
DHR	30,737	-2,660	$7,111
STERIS PLC	31,355	+1,700	$6,893
STE	31,355	+1,700	$6,893
WATTS WATER TECHNOLOGIES INC	32,950	-895	$6,865
WTS	32,950	-895	$6,865
BIO TECHNE CORP	81,665	-4,670	$6,301
TECH	81,665	-4,670	$6,301
ANSYS INC	17,290	+100	$6,274
ANSS	17,290	+100	$6,274
SHERWIN WILLIAMS CO	19,800	-650	$6,176
SHW	19,800	-650	$6,176
EDWARDS LIFESCIENCES CORP	79,800	+4,600	$6,085
EW	79,800	+4,600	$6,085
EMERSON ELEC CO	54,989	+18,696	$5,352
EMR	54,989	+18,696	$5,352
AMPHENOL CORP NEW	53,835	+1,744	$5,337
APH	53,835	+1,744	$5,337
FISERV INC	38,500	+38,500	$5,114
FI	38,500	+38,500	$5,114
ARISTA NETWORKS INC	20,100	+450	$4,734
ANET	20,100	+450	$4,734
MCCORMICK & CO INC	68,750	+4,166	$4,704
MKC	68,750	+4,166	$4,704
REVVITY INC	42,108	+42,108	$4,603
RVTY	42,108	+42,108	$4,603
ECOLAB INC	22,810	-1,236	$4,524
ECL	22,810	-1,236	$4,524
NORDSON CORP	15,300	+1,650	$4,042
NDSN	15,300	+1,650	$4,042
EPAM SYS INC	13,300	UNCH	$3,955
EPAM	13,300	UNCH	$3,955
XYLEM INC	34,120	-1,250	$3,902
XYL	34,120	-1,250	$3,902
TRIMBLE INC	57,450	+9,070	$3,056
TRMB	57,450	+9,070	$3,056
FORTIVE CORP	28,114	+22,350	$2,070
FTV	28,114	+22,350	$2,070
CORNING INC	65,483	-32,980	$1,994
GLW	65,483	-32,980	$1,994
AIR PRODS & CHEMS INC	6,575	+5,525	$1,800
APD	6,575	+5,525	$1,800
WABTEC	13,859	+13,859	$1,759
WAB	13,859	+13,859	$1,759
PALO ALTO NETWORKS INC	5,550	-167	$1,637
PANW	5,550	-167	$1,637
PTC INC	9,280	+213	$1,624
PTC	9,280	+213	$1,624
DENTSPLY SIRONA INC	45,250	+1,269	$1,610
XRAY	45,250	+1,269	$1,610
VERALTO CORP	19,474	+19,474	$1,602
VLTO	19,474	+19,474	$1,602
BROOKFIELD INFRAST PARTNERS	48,873	-3,000	$1,539
BIP	48,873	-3,000	$1,539
APPLE INC	7,080	-1,653	$1,363
AAPL	7,080	-1,653	$1,363
INTERNATIONAL FLAVORS&FRAGRA	13,620	+7,548	$1,103
IFF	13,620	+7,548	$1,103
FORTINET INC	17,000	+17,000	$995
FTNT	17,000	+17,000	$995
GRACO INC	10,000	+10,000	$868
GGG	10,000	+10,000	$868
INTUITIVE SURGICAL INC	2,500	-2	$843
ISRG	2,500	-2	$843
ALBANY INTL CORP	7,754	-350	$762
AIN	7,754	-350	$762
ABBVIE INC	3,700	-700	$573
ABBV	3,700	-700	$573
ILLINOIS TOOL WKS INC	2,053	UNCH	$538
ITW	2,053	UNCH	$538
3M CO	4,189	-3,500	$458
MMM	4,189	-3,500	$458
CANADIAN NATL RY CO	3,284	UNCH	$413
CNI	3,284	UNCH	$413
MCDONALDS CORP	1,260	UNCH	$374
MCD	1,260	UNCH	$374
TELEFLEX INCORPORATED	1,500	UNCH	$374
TFX	1,500	UNCH	$374
ABBOTT LABS	3,300	-700	$363
ABT	3,300	-700	$363
VONTIER CORPORATION	10,144	+10,144	$350
VNT	10,144	+10,144	$350
ONEOK INC NEW	4,754	-450	$334
OKE	4,754	-450	$334
RTX CORPORATION	3,573	-3,000	$301
RTX	3,573	-3,000	$301
AMGEN INC	1,039	UNCH	$299
AMGN	1,039	UNCH	$299
JOHNSON & JOHNSON	1,670	-750	$262
JNJ	1,670	-750	$262
INTEL CORP	5,056	+5,056	$254
INTC	5,056	+5,056	$254
CANADIAN PACIFIC KANSAS CITY	3,060	+3,060	$242
CP	3,060	+3,060	$242
CATERPILLAR INC	700	+700	$207
CAT	700	+700	$207
MERCK & CO INC	1,893	-255	$206
MRK	1,893	-255	$206
WOODWARD INC	1,500	+1,500	$204
WWD	1,500	+1,500	$204
DUKE ENERGY CORP NEW	2,071	+2,071	$201
DUK	2,071	+2,071	$201
AXOGEN INC	22,500	+22,500	$154
AXGN	22,500	+22,500	$154
FISERV INC			$0 (exited)
FISV	0	-38,547	$0
REVVITY INC			$0 (exited)
PKI	0	-58,568	$0
PPG INDS INC			$0 (exited)
PPG	0	-7,690	$0
PROSHARES TR			$0 (exited)
SDS	0	-7,700	$0
EXXON MOBIL CORP	0	-1,742	$0 (exited)
XOM	0	-1,742	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
FI	+38,500	+$5,114
RVTY	+42,108	+$4,603
WAB	+13,859	+$1,759
VLTO	+19,474	+$1,602
FTNT	+17,000	+$995
GGG	+10,000	+$868
VNT	+10,144	+$350
INTC	+5,056	+$254
CP	+3,060	+$242
CAT	+700	+$207

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
PKI	-58,568	-$6,483
FISV	-38,547	-$4,354
PPG	-7,690	-$998
SDS	-7,700	-$286
XOM	-1,742	-$205

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
FTV	+22,350	+$1,643
EMR	+18,696	+$1,847
TRMB	+9,070	+$450
BDX	+8,640	+$1,754
MIDD	+8,531	+$2,066
IFF	+7,548	+$689
APD	+5,525	+$1,502
EW	+4,600	+$875
MKC	+4,166	-$181
BRK	+2,100	+$895

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
GLW	-32,980	-$1,006
TECH	-4,670	+$424
MMM	-3,500	-$262
MLM	-3,390	+$304
ADSK	-3,015	+$703
RTX	-3,000	-$172
BIP	-3,000	+$14
HEI	-2,950	+$246
LIN	-2,925	-$254

Stone Run Capital LLC Info

Size ($ in 1000's)
At 12/31/2023: $233,393
At 09/30/2023: $203,887

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

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