Stone Run Capital, LLC Purchases and Sells in Q1 2025

Stone Run Capital, LLC

$237 Billion
Q1 2025

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PAYX	25 + 0.06%	$136.06 - $154.52 $3.4K - $3.86K	42.5K $6.56B
GE VERNOVA INC	1.79K + 18.57%	N/A	11.4K $3.49B
AXGN	801 + 1.0%	$14.56 - $20.11 $11.7K - $16.1K	81.3K $1.5B
XYL	325 + 0.94%	$114.02 - $132.04 $37.1K - $42.9K	34.8K $4.15B
GLW	206 + 0.61%	$44.91 - $54.25 $9.25K - $11.2K	34.2K $1.57B
BIP	5 + 0.01%	$27.52 - $33.6 $138 - $168	48.9K $1.46B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LABCORP HOLDINGS INC	15.2K New	N/A	15.2K $3.54B
AOS	28.6K New	$65.16 - $72.69 $1.86M - $2.08M	28.6K $1.87B
GOOGL	5.35K New	$154.33 - $206.19 $826K - $1.1M	5.35K $827M
SHEL	2.81K New	$62.84 - $73.29 $177K - $206K	2.81K $206M

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARISTA NETWORKS INC	-5.6K - 7.76%	N/A	66.6K $5.16B
IT	-3.15K - 16.74%	$418.25 - $548.38 $1.32M - $1.72M	15.6K $6.57B
ADBE	-3.28K - 48.88%	$377.84 - $464.11 $1.24M - $1.52M	3.43K $1.31B
BDX	-6.96K - 23.87%	$222.79 - $249.08 $1.55M - $1.73M	22.2K $5.08B
STE	-10.2K - 26.16%	$202.46 - $232.74 $2.05M - $2.36M	28.7K $6.49B
LII	-1.01K - 6.14%	$553.05 - $666.93 $559K - $674K	15.4K $8.65B

Activity Summary All Purchases 16 New Holdings 4 Increased Positions 12 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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