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.
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 |
B BRK-B | 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 (1)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | New York, NY , United States |