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| Name: |
STONE RUN CAPITAL, LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10176 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
WAB |
Westinghouse Air Brake Tech... |
35 |
New |
$163.38 |
$1,759,000 |
13,859 |
0.75% |
1,759,000 |
13,859 |
0.007 |
Auto Parts |
|
|
VLTO |
Veralto Corp |
39 |
New |
$94.12 |
$1,602,000 |
19,474 |
0.69% |
1,602,000 |
19,474 |
0.008 |
N/A |
|
|
FTNT |
Fortinet Inc |
43 |
New |
$64.18 |
$995,000 |
17,000 |
0.43% |
995,000 |
17,000 |
0.002 |
Computer Peripherals |
|
|
GGG |
Graco Inc |
44 |
New |
$82.56 |
$868,000 |
10,000 |
0.37% |
868,000 |
10,000 |
0.006 |
Diversified Machinery |
|
|
VNT |
Vontier Corp |
54 |
New |
$41.22 |
$350,000 |
10,144 |
0.15% |
350,000 |
10,144 |
0.006 |
N/A |
|
|
INTC |
Intel Corp |
59 |
New |
$31.88 |
$254,000 |
5,056 |
0.11% |
254,000 |
5,056 |
0 |
Semiconductor- Broad... |
|
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CP |
Canadian Pacific Railway Li... |
60 |
New |
$81.68 |
$242,000 |
3,060 |
0.1% |
242,000 |
3,060 |
0 |
Railroads |
|
|
CAT |
Caterpillar Inc |
61 |
New |
$343.38 |
$207,000 |
700 |
0.09% |
207,000 |
700 |
0 |
Farm & Construction M... |
|
|
WWD |
Woodward Inc |
63 |
New |
$150.58 |
$204,000 |
1,500 |
0.09% |
204,000 |
1,500 |
0.002 |
Industrial Electrical... |
|
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DUK |
Duke Energy Corp |
64 |
New |
$97.71 |
$201,000 |
2,071 |
0.09% |
201,000 |
2,071 |
0 |
Electric Utilities |
|
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AXGN |
Axogen Inc |
65 |
New |
$6.63 |
$154,000 |
22,500 |
0.07% |
154,000 |
22,500 |
0.054 |
Medical Appliances & ... |
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