STONE RUN CAPITAL, LLC Information

551 FIFTH AVENUE - 33RD FLOOR, NEW YORK, New York, 10176, (646) 701-6086

Report Date: 12/31/2014

Position Statistics

Total Positions 86
New Positions 4
Increased Positions 13
Decreased Positions 8
Positions with Activity 21
Sold Out Positions 1
Total Mkt Value (in $ millions) 159

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 20.65%
Capital Goods 12.07%
Conglomerates
Consumer Cyclical 3.55%
Consumer/Non-Cyclical 4.28%
Energy 11.34%
Financial 4.09%
Healthcare 19.73%
Services 3.65%
Technology 16.49%
Transportation 1.23%
Utilities 2.92%

86 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AIR PRODS & CHEMS INC COM 6,190 New 41,250
MOHAWK INDS INC COM 5,199 New 29,000
INTERNATIONAL FLAVORS&FRAGRANC COM 5,129 New 44,275
BARD C R INC COM 4,862 New 27,725
F M C CORP COM NEW 4,850 New 82,800
EDWARDS LIFESCIENCES CORP COM 4,596 New 33,225
DENTSPLY INTL INC NEW COM 4,564 New 87,065
SCHLUMBERGER LTD COM 4,432 -13 (0.29) 48,383
LENNOX INTL INC COM 4,136 New 38,300
DU PONT E I DE NEMOURS & CO COM 4,123 New 57,643
IHS INC CL A 3,910 New 31,195
LABORATORY CORP AMER HLDGS COM NEW 3,708 3,708 New 29,210
ROPER INDS INC NEW COM 3,602 New 21,198
EPAM SYS INC COM 3,580 New 53,750
MCCORMICK & CO INC COM NON VTG 3,481 New 45,900
GENERAC HLDGS INC COM 3,480 New 75,400
THERMO FISHER SCIENTIFIC INC COM 3,396 New 26,120
BECTON DICKINSON & CO COM 3,252 New 22,530
DANAHER CORP DEL COM 3,210 New 38,530
HEICO CORP NEW COM 2,921 New 49,850