Stone Run Capital

Stone Run Capital as of March 31, 2016

Portfolio Holdings for Stone Run Capital

Stone Run Capital holds 67 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Praxair 4.0 $6.3M 55k 114.47
Airgas 3.6 $5.6M 39k 141.64
C.R. Bard 3.6 $5.5M 27k 202.67
Dentsply Sirona (XRAY) 3.5 $5.4M 88k 61.64
Mohawk Industries (MHK) 3.4 $5.3M 28k 190.91
Emerson Electric (EMR) 3.3 $5.2M 95k 54.37
Ihs 3.3 $5.1M 41k 124.17
International Flavors & Fragrances (IFF) 3.1 $4.8M 42k 113.77
Edwards Lifesciences (EW) 2.8 $4.3M 49k 88.22
Bio-techne Corporation (TECH) 2.8 $4.3M 46k 94.52
McCormick & Company, Incorporated (MKC) 2.5 $3.9M 39k 99.47
Autodesk (ADSK) 2.3 $3.6M 62k 58.30
Roper Industries (ROP) 2.3 $3.5M 19k 182.81
Minerals Technologies (MTX) 2.2 $3.5M 61k 56.85
Becton, Dickinson and (BDX) 2.2 $3.5M 23k 151.83
Lennox International (LII) 2.2 $3.4M 26k 135.18
Thermo Fisher Scientific (TMO) 2.2 $3.4M 24k 141.58
Laboratory Corp. of America Holdings (LH) 2.2 $3.4M 32k 108.00
Danaher Corporation (DHR) 2.1 $3.3M 35k 94.87
Ecolab (ECL) 2.1 $3.3M 29k 111.51
Trimble Navigation (TRMB) 2.1 $3.2M 130k 24.80
Schlumberger (SLB) 2.1 $3.2M 43k 73.75
Xylem (XYL) 2.0 $3.2M 77k 40.90
Paychex (PAYX) 2.0 $3.1M 58k 54.00
Watts Water Technologies (WTS) 2.0 $3.1M 57k 55.12
Woodward Governor Company (WWD) 1.9 $2.9M 56k 52.03
Patterson Companies (PDCO) 1.8 $2.8M 61k 46.52
Epam Systems (EPAM) 1.8 $2.8M 38k 74.68
HEICO Corporation (HEI) 1.7 $2.7M 44k 60.14
Teleflex Incorporated (TFX) 1.7 $2.6M 17k 157.04
3M Company (MMM) 1.7 $2.6M 16k 166.65
FMC Corporation (FMC) 1.6 $2.5M 62k 40.37
Sherwin-Williams Company (SHW) 1.5 $2.3M 8.2k 284.61
Fiserv (FI) 1.4 $2.2M 22k 102.57
Core Laboratories 1.4 $2.2M 19k 112.41
Clarcor 1.4 $2.1M 37k 57.79
Ptc (PTC) 1.3 $2.0M 60k 33.16
Berkshire Hathaway (BRK.B) 1.3 $2.0M 14k 141.86
Kirby Corporation (KEX) 1.1 $1.6M 27k 60.29
Eqt Midstream Partners 1.0 $1.6M 21k 74.45
Monsanto Company 1.0 $1.5M 17k 87.72
PerkinElmer (RVTY) 0.9 $1.5M 30k 49.46
Ashland 0.9 $1.4M 13k 109.96
Monotype Imaging Holdings 0.8 $1.3M 53k 23.92
Cabot Oil & Gas Corporation (CTRA) 0.8 $1.2M 51k 22.71
Brookfield Infrastructure Part (BIP) 0.7 $1.1M 26k 42.12
General Electric Company 0.6 $844k 27k 31.78
Procter & Gamble Company (PG) 0.5 $836k 10k 82.28
Corning Incorporated (GLW) 0.5 $742k 36k 20.90
United Technologies Corporation 0.5 $725k 7.3k 100.00
Exxon Mobil Corporation (XOM) 0.4 $667k 8.0k 83.53
Varian Medical Systems 0.4 $651k 8.1k 80.02
EQT Corporation (EQT) 0.4 $621k 9.2k 67.19
Air Products & Chemicals (APD) 0.3 $504k 3.5k 144.00
E.I. du Pont de Nemours & Company 0.3 $414k 6.5k 63.27
Apple (AAPL) 0.3 $417k 3.8k 108.93
Tiffany & Co. 0.3 $404k 5.5k 73.45
Royal Dutch Shell 0.2 $379k 7.8k 48.36
Canadian Natl Ry (CNI) 0.2 $344k 5.5k 62.55
McDonald's Corporation (MCD) 0.2 $314k 2.5k 125.60
Merck & Co (MRK) 0.2 $315k 5.9k 53.04
Illinois Tool Works (ITW) 0.2 $271k 2.7k 102.26
Dominion Resources (D) 0.2 $263k 3.5k 75.14
Brookfield Renewable energy partners lpu (BEP) 0.2 $255k 8.5k 30.00
Amgen (AMGN) 0.1 $225k 1.5k 150.00
PPG Industries (PPG) 0.1 $223k 2.0k 111.50
Pepsi (PEP) 0.1 $205k 2.0k 102.50