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 | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.04% | +44.44% | — | — | +44.44% |
| Top 20 Holdings Unweighted | +13.09% | +44.62% | — | — | +44.62% |
Stone Run Capital, Llc reports $253.86M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are APH (4.7%), HEI (4.5%) and BRKB (4.1%). The top 20 holdings account for 63.18% of reported assets. Its disclosed equity book has returned +44.44% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stone Run Capital, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1512746). View Stone Run Capital, Llc’s 13F filings on SEC