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  Name: STONE RUN CAPITAL, LLC
  City: NEW YORK
  State: NY
  Zip: 10176
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $233,393,000
  Total Value Change : $29,382,000
  Securities Held Change : 8
   
All Securities Held : 65
  New Positions : 11
  Closed Positions : 3
  Increased Positions : 17
  Unchanged Positions : 6
  Decreased Positions : 31

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Holdings Found : 17     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 4 - $402.10 $8,952,000 25,100 3.84% 895,000 2,100 0.002    Property & Casualty I...
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 8 - $231.55 $7,946,000 32,590 3.4% 1,754,000 8,640 0.011    Medical Instruments &...
   (MIDD)1 Year Chart         MIDD Middleby Corp 12 - $141.25 $7,473,000 50,775 3.2% 2,066,000 8,531 0.091    Diversified Machinery
   (STE)1 Year Chart         STE Steris Corp 15 - $203.90 $6,893,000 31,355 2.95% 386,000 1,700 0.031    Medical Appliances & ...
   (ANSS)1 Year Chart         ANSS ANSYS Inc 18 - $333.75 $6,274,000 17,290 2.69% 1,159,000 100 0.02    Technical & System So...
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 20 - $29.43 $6,085,000 79,800 2.61% 875,000 4,600 0.013    Medical Appliances & ...
   (EMR)1 Year Chart         EMR Emerson Electric Co 21 - $109.89 $5,352,000 54,989 2.29% 1,847,000 18,696 0.009    Industrial Electrical...
   (APH)1 Year Chart         APH Amphenol Corp 22 - $120.49 $5,337,000 53,835 2.29% 962,000 1,744 0.009    Diversified Electronics
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 24 - $264.70 $4,734,000 20,100 2.03% 1,120,000 450 0.007    Diversified Computer ...
   (MKC)1 Year Chart         MKC McCormick & Co Inc 25 - $75.73 $4,704,000 68,750 2.02% -181,000 4,166 0.028    Processed & Packaged ...
   (NDSN)1 Year Chart         NDSN Nordson Corp 28 - $260.40 $4,042,000 15,300 1.73% 996,000 1,650 0.026    Diversified Machinery
   (TRMB)1 Year Chart         TRMB Trimble Navigation Ltd 31 - $60.15 $3,056,000 57,450 1.31% 450,000 9,070 0.023    Scientific & Technica...
   (FTV)1 Year Chart         FTV Fortive Corp 32 - $75.97 $2,070,000 28,114 0.89% 1,643,000 22,350 0.008    N/A
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 34 - $236.08 $1,800,000 6,575 0.77% 1,502,000 5,525 0.003    Diversified Chemicals
   (PTC)1 Year Chart         PTC PTC INC 37 - $180.99 $1,624,000 9,280 0.7% 339,000 213 0.008    Technical & System So...
   (XRAY)1 Year Chart         XRAY DENTSPLY International 38 - $30.57 $1,610,000 45,250 0.69% 108,000 1,269 0.021    Medical Instruments &...
   (IFF)1 Year Chart         IFF International Flavors & Fra... 42 - $84.61 $1,103,000 13,620 0.47% 689,000 7,548 0.005    Specialty Chemicals

      17 Records Found
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