Stone Run Capital, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $237 Billion distributed in 66 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $11.3B, Roper Technologies Inc with a value of $9.72B, S&P Global Inc. with a value of $9.69B, Heico Corp with a value of $9.48B, and Autodesk, Inc. with a value of $8.82B.
Examining the 13F form we can see an decrease of $17.2B in the current position value, from $255B to 237B.
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
$237 Billion
Industrials: $68.7 Billion
Technology: $54.4 Billion
Healthcare: $41.2 Billion
Financial Services: $20.9 Billion
Basic Materials: $19.8 Billion
Consumer Defensive: $4.92 Billion
Utilities: $1.71 Billion
Communication Services: $827 Million
Other: $939 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
