Stone Run Capital, LLC Portfolio Holdings

Stone Run Capital, LLC

  • $254 Billion
  • Q3 2025

Stone Run Capital, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $254 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amphenol Corp with a value of $11.8B, Heico Corp with a value of $11.4B, Berkshire Hathaway Inc Class B with a value of $10.3B, Autodesk, Inc. with a value of $10B, and Arista Networks Inc with a value of $9.68B.

Examining the 13F form we can see an increase of $3.74B in the current position value, from $250B to 254B.

Stone Run Capital, LLC is based out at New York, NY

Below you can find more details about Stone Run Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $254 Billion
Industrials: $67.9 Billion
Technology: $61.8 Billion
Healthcare: $40.2 Billion
Basic Materials: $22.2 Billion
Financial Services: $19.1 Billion
Communication Services: $4.22 Billion
Consumer Defensive: $3.95 Billion
Utilities: $2.24 Billion
Other: $807 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $254 Billion
  • Prior Value $250 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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