SEC 13F Intelligence

Stone Run Capital, LLC / APH

Stone Run Capital, LLC’s Amphenol Corp Position

Does Stone Run Capital, LLC own Amphenol Corp (APH)? Yes95.3K shares worth $12M (+4.65% of its 13F portfolio) as of Q3 2025, down from 97.8K shares the prior filed quarter.

Position Value
$12M
Q3 2025
Shares
95.3K
% of Portfolio
+4.65%
Quarters Held
23
currently held

Position History APH

Reported value by quarter
Q1 ’20: $2MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ3 ’21Q4 ’21: $6MQ1 ’22: $5MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ3 ’24: $7MQ3 ’24Q4 ’24: $7MQ1 ’25: $6MQ2 ’25: $10MQ2 ’25Q3 ’25: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202595.3K$12M+4.65%
Q2 202597.8K$10M+3.86%
Q1 202598.0K$6M+2.71%
Q4 202498.0K$7M+2.67%
Q3 2024105.7K$7M+2.56%
Q2 2024106.4K$7M+2.86%
Q1 202455.2K$6M+2.43%
Q4 202353.8K$5M+2.29%
Q3 202352.1K$4M+2.14%
Q2 202355.0K$5M+2.07%
Q1 202353.1K$4M+2.07%
Q4 202253.1K$4M+2.04%
Q3 202253.1K$4M+1.92%
Q2 202255.3K$4M+1.79%
Q1 202273.0K$5M+2.03%
Q4 202170.5K$6M+1.99%
Q3 202173.8K$5M+1.85%
Q2 202169.7K$5M+1.68%
Q1 202173.0K$5M+1.84%
Q4 202035.0K$5M+1.82%
Q3 202037.5K$4M+1.85%
Q2 202040.3K$4M+1.91%
Q1 202023.7K$2M+0.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stone Run Capital, LLC’s full portfolio or all institutional holders of APH.