Stone Run Capital, LLC Purchases and Sells in Q2 2025

Stone Run Capital, LLC

$250 Billion
Q2 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLW	50.6K + 147.76%	$39.07 - $52.59 $1.98M - $2.66M	84.8K $4.46B
GOOGL	10K + 186.92%	$144.7 - $178.6 $1.45M - $1.79M	15.4K $2.71B
LABCORP HOLDINGS INC	2.85K + 18.74%	N/A	18.1K $4.74B
TRMB	8.02K + 15.53%	$55.12 - $75.98 $442K - $610K	59.7K $4.54B
NDSN	4K + 24.24%	$167.51 - $223.5 $669K - $893K	20.5K $4.39B
WAB	625 + 2.18%	$160.22 - $209.35 $100K - $131K	29.3K $6.14B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CDW	1.33K New	$144.49 - $190.68 $191K - $253K	1.33K $237M
CAT	600 New	$273.94 - $388.21 $164K - $233K	600 $233M
CARR	3K New	$55.55 - $75.83 $167K - $227K	3K $220M
BROOKFIELD INFRASTRUCTURE CO	5.19K New	N/A	5.19K $216M
BWXT	1.43K New	$89.24 - $144.06 $127K - $206K	1.43K $206M
CEG	636 New	$170.96 - $322.76 $109K - $205K	636 $205M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MIDD	-15.4K - 48.73%	$124.01 - $154.76 $1.91M - $2.38M	16.2K $2.33B
BRK-B	-560 - 2.65%	$483.48 - $539.8 $271K - $302K	20.6K $9.99B
TMO	-260 - 2.22%	$390.26 - $489.06 $101K - $127K	11.5K $4.65B
FTV	-6.02K - 41.74%	$52.13 - $74.29 $314K - $447K	8.4K $438M
PKI	-2.15K - 5.17%	N/A	39.4K $3.81B
ROP	-13 - 0.08%	$519.19 - $590.78 $6.75K - $7.68K	16.5K $9.34B

Activity Summary All Purchases 26 New Holdings 6 Increased Positions 20 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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