STONE RUN CAPITAL, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 83
New Positions 4
Increased Positions 20
Decreased Positions 38
Positions with Activity 58
Sold Out Positions 3
Total Mkt Value (in $ millions) 143

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

Sector Weighting

Basic Materials 22.16%
Capital Goods 12.04%
Conglomerates
Consumer Cyclical 2.47%
Consumer/Non-Cyclical 4.42%
Energy 12.63%
Financial 4.54%
Healthcare 16.87%
Services 4.58%
Technology 15.39%
Transportation 1.94%
Utilities 2.96%

83 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AIR PRODS & CHEMS INC COM 6,435 183 2.92 47,550
INTERNATIONAL FLAVORS&FRAGRANC COM 5,191 -339 (6.12) 50,295
SCHLUMBERGER LTD COM 5,130 -138 (2.62) 46,524
BARD C R INC COM 4,444 -840 (15.9) 29,350
DENTSPLY INTL INC NEW COM 4,339 905 26.34 91,465
IHS INC CL A 4,180 10 .24 31,270
DU PONT E I DE NEMOURS & CO COM 4,103 212 5.45 62,743
CLEAN HARBORS INC COM 3,478 238 7.35 59,125
THERMO FISHER SCIENTIFIC INC COM 3,382 -823 (19.57) 27,120
F M C CORP COM NEW 3,271 543 19.90 48,800
ROPER INDS INC NEW COM 3,203 New 21,708
EDWARDS LIFESCIENCES CORP COM 3,181 1,649 107.58 34,250
LENNOX INTL INC COM 3,140 -901 (22.29) 36,075
MOHAWK INDS INC COM 3,136 -640 (16.95) 24,750
MCCORMICK & CO INC COM NON VTG 3,106 270 9.50 46,100
REGAL BELOIT CORP COM 3,040 -454 (12.99) 42,875
CENOVUS ENERGY INC COM 3,026 678 28.89 98,164
SHERWIN WILLIAMS CO COM 2,908 -47 (1.6) 13,835
BECTON DICKINSON & CO COM 2,690 New 22,530
MICROS SYS INC COM 2,676 -284 (9.61) 39,525