Investment Firm Stone Run Capital, LLC Releases Q3 and Q4 Comparison of 13F Holdings

Stone Run Capital, LLC has recently released a report summarizing the changes in holdings of their portfolio in Q3 and Q4 of 2022. The data reveals significant changes in the holdings of their top investments, including Danaher Corporation (DHR), Martin Marietta Materials Inc (MLM), and Linde PLC (LIN).

In Q4 2022, Stone Run Capital, LLC reduced their stock holdings in Danaher Corporation by 5.8% and in Martin Marietta Materials Inc by 2.2%. Despite a reduction in the number of shares held, the value of the shares of both companies remained relatively stable, with a decrease of only 2.6% in DHR and a modest increase of 2.2% in MLM.

Meanwhile, the investment firm increased their holdings of Linde PLC by 19.5% in Q4 2022. The company is a leading global supplier of gases, engineering, and healthcare services. Stone Run Capital, LLC sees the company as a solid investment opportunity, given their diverse range of services.

Another significant change in the investment portfolio was the reduction of shares held in Thermo Fisher Scientific Inc (TMO) by 2.6% in Q4 2022. Despite the reduction in the number of shares, the value of the shares remained relatively stable, with only a 2.6% decrease.

Roper Technologies Inc (ROP) was another top investment that experienced a significant change in Q4 2022. Stone Run Capital, LLC increased their holdings by 16.1%, seeing the company's growth in the industrial sector as a promising opportunity.

In contrast, S&P Global Inc (SPGI) saw a reduction in share holdings by 2.6% in Q4 2022. This investment reduction could be attributed to the company's recent acquisition by IHS Markit, which may have affected its future growth prospects.

Stone Run Capital, LLC's investments in Berkshire Hathaway Inc Del (BRK-B) and Paychex Inc (PAYX) also saw significant changes in Q4 2022. The investment firm increased their holdings in Berkshire Hathaway by 13.1% and decreased their holdings in Paychex by 3.3%.

The investment firm also made significant investments in Bio-Techne Corp (TECH) and Becton Dickinson & Co (BDX), increasing their holdings by 12.5% and 25.2%, respectively.

In conclusion, Stone Run Capital, LLC has made significant investments in diverse industries, which they believe will offer strong growth opportunities. By analyzing their Q3 and Q4 2022 13F holdings, investors can gain insight into the investment company's strategy and make informed investment decisions.