StockDriftsStockDriftsTop 50 Stone Run Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP NEW | 4.65% | 95.3K | $11.8M | -2.56%(-2.50K) | $25.78(+433.02%) | 2025-09-30 | |
| HEI | HEICO CORP NEW | 4.51% | 35.5K | $11.4M | -0.04%(-15) | $22.99(+1356.72%) | 2025-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 4.07% | 20.6K | $10.3M | +0.00%(+0) | $172.82(+188.33%) | 2025-09-30 | |
| ADSK | AUTODESK INC | 3.95% | 31.5K | $10.0M | -3.22%(-1.05K) | $92.05(+226.69%) | 2025-09-30 | |
| ANET | ARISTA NETWORKS INC | 3.81% | 66.4K | $9.7M | -0.30%(-200) | $21.00(+527.70%) | 2025-09-30 | |
| MLM | MARTIN MARIETTA MATLS INC | 3.79% | 15.3K | $9.6M | -3.39%(-535) | $198.08(+225.63%) | 2025-09-30 | |
| WTS | WATTS WATER TECHNOLOGIES INC | 3.52% | 32.0K | $8.9M | -3.18%(-1.05K) | $55.56(+411.63%) | 2025-09-30 | |
| SPGI | S&P GLOBAL INC | 3.46% | 18.1K | $8.8M | -5.52%(-1.06K) | $401.07(+32.01%) | 2025-09-30 | |
| LIN | LINDE PLC | 3.3% | 17.6K | $8.4M | -0.06%(-10) | $218.13(+94.73%) | 2025-09-30 | |
| LII | LENNOX INTL INC | 3.28% | 15.7K | $8.3M | +1.35%(+210) | $140.46(+254.67%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.04% | +44.44% |
| Top 20 Holdings Unweighted | +13.09% | +44.62% |
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