STONE RUN CAPITAL, LLC — 13F holdings

STONE RUN CAPITAL, LLC reported 71 holdings worth $254M in its 13F filing for Q3 2025, filed November 14, 2025.

Largest positions

1. APH AMPHENOL CORP NEW — $11.8M (4.6%)
2. HEI HEICO CORP NEW — $11.4M (4.5%)
3. BRK.B BERKSHIRE HATHAWAY INC DEL — $10.3M (4.1%)
4. ADSK AUTODESK INC — $10.0M (3.9%)
5. ANET ARISTA NETWORKS INC — $9.68M (3.8%)
6. MLM MARTIN MARIETTA MATLS INC — $9.62M (3.8%)
7. WTS WATTS WATER TECHNOLOGIES INC — $8.94M (3.5%)
8. SPGI S&P GLOBAL INC — $8.79M (3.5%)
9. LIN LINDE PLC — $8.38M (3.3%)
10. LII LENNOX INTL INC — $8.32M (3.3%)