Stone Run Capital, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $269 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Heico Corp with a value of $11.2B, S&P Global Inc. with a value of $11B, Lennox International Inc with a value of $10.3B, Berkshire Hathaway Inc Class B with a value of $10.1B, and Gartner Inc with a value of $9.53B.

Examining the 13F form we can see an increase of $18.2B in the current position value, from $250B to 269B.

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 $269 Billion
Industrials: $74.9 Billion
Technology: $70.2 Billion
Healthcare: $52.3 Billion
Basic Materials: $25.6 Billion
Financial Services: $21.2 Billion
Consumer Defensive: $5.32 Billion
Utilities: $2.17 Billion
Energy: $433 Million
Other: $384 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $269 Billion
  • Prior Value $250 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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