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Stone Run Capital, LLC
Stone Run Capital, LLC is an independent, SEC-registered investment adviser headquartered in New York, NY. Founded in 2009, the firm manages accounts for individuals (including high-net-worth), family offices, and charitable organizations. With a small team of 4 employees, Stone Run Capital provides discretionary investment management, focusing on equity and fixed-income products for its clientele.
Investment Strategy
Stone Run Capital employs a disciplined investment process, focused on managing equity and fixed-income portfolios for a range of clients including charitable organizations, individuals, and family offices. The firm emphasizes integrity, client trust, and a high-touch client service model, aiming to deliver risk-managed and informed direction for each account. Investment decisions are made through fundamental analysis and active management, seeking to preserve capital and generate consistent, long-term returns.
Latest 13F Filing Activity
Stone Run Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 67 equity positions with a total 13F market value of $250M. The fund increased holdings in Amphenol Corp. New, Corning Inc., Heico Corp. New among other positions. Stone Run Capital, LLC reduced exposure to Middleby Corp., Fiserv Inc., Adobe Inc. among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HEI | HEICO CORP NEW | 4.65% | $11.6M | 35,481 | $22.93 | $328.00 | +$2.2M |
A ADSK | AUTODESK INC | 4.03% | $10.1M | 32,585 | $92.78 | $309.57 | +$1.3M |
S SPGI | S&P GLOBAL INC | 4.03% | $10.1M | 19,117 | $408.74 | $527.29 | +$392.3K |
| BERKSHIRE HATHAWAY INC DEL | 4.00% | $10.0M | 20,575 | $172.62 | $485.77 | -$1.3M | |
A APH | AMPHENOL CORP NEW | 3.86% | $9.7M | 97,820 | $24.86 | $98.75 | +$3.2M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | New York, NY , United States | |
 | Research Analyst | United States |
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