STONE RUN CAPITAL, LLC Last Quarter Change: USA Stocks, Added

STONE RUN CAPITAL, LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, STONE RUN CAPITAL, LLC opened 4 positions, added to 13, reduced 31, sold out of 1 and left 22 unchanged. The largest increase in value was SNPS (+$3,058,588); the largest decrease was IT (-$2,223,532).

SNPS: Country of operation United States; Class COM; Shares 2025-06-30 1,250; Shares 2025-09-30 7,498.
TMO: Country of operation United States; Class COM; Shares 2025-06-30 11,472; Shares 2025-09-30 13,012.
GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-06-30 15,350; Shares 2025-09-30 17,350.
ENTG: Country of operation United States; Class COM; Shares 2025-06-30 33,180; Shares 2025-09-30 39,830.

Two Form 13F-HR filings compared (SEC CIK 1512746): 2025-06-30 (filed 2025-08-14) and 2025-09-30 (filed 2025-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2025-06-30	Shares 2025-09-30	Share change	Value 2025-06-30	Value 2025-09-30	Value change
SNPS SYNOPSYS INC	United States	COM	1,250	7,498	+6,248	$640,850	$3,699,438	+$3,058,588
TMO THERMO FISHER SCIENTIFIC INC	United States	COM	11,472	13,012	+1,540	$4,651,437	$6,311,080	+$1,659,643
GOOGL ALPHABET INC	United States	CAP STK CL A	15,350	17,350	+2,000	$2,705,130	$4,217,785	+$1,512,655
ENTG ENTEGRIS INC	United States	COM	33,180	39,830	+6,650	$2,675,967	$3,682,682	+$1,006,715
PAYX PAYCHEX INC	United States	COM	42,753	42,853	+100	$6,218,812	$5,432,089	-$786,723
AXGN AXOGEN INC	United States	COM	92,026	94,526	+2,500	$998,482	$1,686,344	+$687,862
LII LENNOX INTL INC	United States	COM	15,505	15,715	+210	$8,888,086	$8,318,892	-$569,194
PANW PALO ALTO NETWORKS INC	United States	COM	10,925	13,500	+2,575	$2,235,692	$2,748,870	+$513,178
PTC PTC INC	United States	COM	8,980	9,230	+250	$1,547,613	$1,873,875	+$326,262
STE STERIS PLC	Ireland	SHS USD	28,180	28,330	+150	$6,769,400	$7,009,975	+$240,575
BIP BROOKFIELD INFRAST PARTNERS		LP INT UNIT	48,921	48,930	+9	$1,638,848	$1,609,312	-$29,536
DHR DANAHER CORPORATION	United States	COM	25,363	25,388	+25	$5,010,177	$5,033,432	+$23,255
CDW CDW CORP	United States	COM	1,325	1,620	+295	$236,632	$258,034	+$21,402

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet