STONE RUN CAPITAL, LLC quarter change: USA Stocks, Reduced
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).
- ANET: Country of operation United States; Class COM SHS; Shares 2025-06-30 66,600; Shares 2025-09-30 66,400.
- GLW: Country of operation United States; Class COM; Shares 2025-06-30 84,770; Shares 2025-09-30 84,724.
- IT: Country of operation United States; Class COM; Shares 2025-06-30 15,647; Shares 2025-09-30 15,602.
- APH: Country of operation United States; Class CL A; Shares 2025-06-30 97,820; Shares 2025-09-30 95,320.
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 |
|---|
ANET
ARISTA NETWORKS INC | United States | COM SHS | 66,600 | 66,400 | -200 | $6,813,846 | $9,675,144 | +$2,861,298 |
|---|
GLW
CORNING INC | United States | COM | 84,770 | 84,724 | -46 | $4,458,078 | $6,949,899 | +$2,491,821 |
|---|
IT
GARTNER INC | United States | COM | 15,647 | 15,602 | -45 | $6,324,830 | $4,101,298 | -$2,223,532 |
|---|
APH
AMPHENOL CORP NEW | United States | CL A | 97,820 | 95,320 | -2,500 | $9,659,725 | $11,795,850 | +$2,136,125 |
|---|
MIDD
MIDDLEBY CORP | United States | COM | 16,160 | 2,085 | -14,075 | $2,327,040 | $277,159 | -$2,049,881 |
|---|
FISV
FISERV INC | United States | COM | 31,025 | 28,625 | -2,400 | $5,349,020 | $3,690,621 | -$1,658,399 |
|---|
ROP
ROPER TECHNOLOGIES INC | United States | COM | 16,470 | 16,021 | -449 | $9,336,121 | $7,989,290 | -$1,346,831 |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 19,117 | 18,061 | -1,056 | $10,080,203 | $8,790,469 | -$1,289,734 |
|---|
TER
TERADYNE INC | United States | COM | 20,600 | 20,450 | -150 | $1,852,352 | $2,814,738 | +$962,386 |
|---|
MLM
MARTIN MARIETTA MATLS INC | United States | COM | 15,798 | 15,263 | -535 | $8,672,470 | $9,619,964 | +$947,494 |
|---|
WTS
WATTS WATER TECHNOLOGIES INC | United States | CL A | 33,050 | 32,000 | -1,050 | $8,126,664 | $8,936,960 | +$810,296 |
|---|
GEV
GE VERNOVA INC | United States | COM | 9,221 | 8,956 | -265 | $4,879,203 | $5,506,952 | +$627,749 |
|---|
VLTO
VERALTO CORP | United States | COM SHS | 28,124 | 20,824 | -7,300 | $2,839,142 | $2,220,076 | -$619,066 |
|---|
XYL
XYLEM INC | United States | COM | 34,770 | 34,545 | -225 | $4,497,847 | $5,095,387 | +$597,540 |
|---|
MKC
MCCORMICK & CO INC | United States | COM NON VTG | 59,750 | 59,050 | -700 | $4,530,245 | $3,951,035 | -$579,210 |
|---|
WAB
WABTEC | United States | COM | 29,335 | 28,335 | -1,000 | $6,141,232 | $5,680,296 | -$460,936 |
|---|
EPAM
EPAM SYS INC | United States | COM | 12,800 | 12,140 | -660 | $2,263,296 | $1,830,591 | -$432,705 |
|---|
RVTY
REVVITY INC | United States | COM | 39,433 | 39,283 | -150 | $3,813,960 | $3,443,155 | -$370,805 |
|---|
FTNT
FORTINET INC | United States | COM | 15,850 | 15,650 | -200 | $1,675,662 | $1,315,852 | -$359,810 |
|---|
TECH
BIO-TECHNE CORP | United States | COM | 78,240 | 78,195 | -45 | $4,025,448 | $4,349,988 | +$324,540 |
|---|
TRMB
TRIMBLE INC | United States | COM | 59,690 | 59,440 | -250 | $4,535,246 | $4,853,276 | +$318,030 |
|---|
BDX
BECTON DICKINSON & CO | United States | COM | 24,388 | 21,139 | -3,249 | $4,200,770 | $3,956,562 | -$244,208 |
|---|
NDSN
NORDSON CORP | United States | COM | 20,479 | 18,315 | -2,164 | $4,390,019 | $4,156,515 | -$233,504 |
|---|
HEI
HEICO CORP NEW | United States | COM | 35,481 | 35,466 | -15 | $11,637,768 | $11,449,134 | -$188,634 |
|---|
EMR
EMERSON ELEC CO | United States | COM | 44,045 | 43,896 | -149 | $5,872,502 | $5,758,256 | -$114,246 |
|---|
AOS
SMITH A O CORP | United States | COM | 26,600 | 22,300 | -4,300 | $1,744,162 | $1,637,043 | -$107,119 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 17,655 | 17,645 | -10 | $8,283,373 | $8,381,375 | +$98,002 |
|---|
ADSK
AUTODESK INC | United States | COM | 32,585 | 31,535 | -1,050 | $10,087,338 | $10,017,723 | -$69,615 |
|---|
LH
LABCORP HOLDINGS INC | United States | COM SHS | 18,055 | 16,705 | -1,350 | $4,739,618 | $4,795,337 | +$55,719 |
|---|
EW
EDWARDS LIFESCIENCES CORP | United States | COM | 70,450 | 70,400 | -50 | $5,509,894 | $5,475,008 | -$34,886 |
|---|
SHW
SHERWIN WILLIAMS CO | United States | COM | 18,550 | 18,490 | -60 | $6,369,328 | $6,402,347 | +$33,019 |
|---|
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