SEC 13F Intelligence

Stone Run Capital, LLC / MLM

Stone Run Capital, LLC’s Martin Marietta Matls Inc Position

Does Stone Run Capital, LLC own Martin Marietta Matls Inc (MLM)? Yes — 15.3K shares worth $10M (+3.79% of its 13F portfolio) as of Q3 2025, down from 15.8K shares the prior filed quarter.

Position Value
$10M
Q3 2025
Shares
15.3K
% of Portfolio
+3.79%
Quarters Held
28
currently held

Position History MLM

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $9MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $10MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $10MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $12MQ4 ’21Q1 ’22: $11MQ2 ’22: $8MQ3 ’22: $9MQ4 ’22: $9MQ4 ’22Q1 ’23: $8MQ2 ’23: $11MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $9MQ3 ’24: $9MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $9MQ3 ’25: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202515.3K$10M+3.79%
Q2 202515.8K$9M+3.47%
Q1 202515.8K$8M+3.19%
Q4 202415.8K$8M+3.20%
Q3 202416.3K$9M+3.26%
Q2 202416.3K$9M+3.52%
Q1 202417.3K$11M+4.06%
Q4 202319.2K$10M+4.10%
Q3 202322.6K$9M+4.54%
Q2 202323.4K$11M+4.80%
Q1 202323.3K$8M+3.96%
Q4 202226.6K$9M+4.55%
Q3 202227.3K$9M+4.75%
Q2 202227.4K$8M+4.13%
Q1 202227.4K$11M+3.90%
Q4 202127.9K$12M+3.96%
Q3 202129.3K$10M+3.43%
Q2 202129.0K$10M+3.60%
Q1 202129.5K$10M+3.79%
Q4 202029.6K$8M+3.34%
Q3 202030.9K$7M+3.32%
Q2 202032.7K$7M+3.34%
Q1 202025.5K$5M+2.77%
Q4 201935.8K$10M+4.45%
Q3 201936.8K$10M+4.80%
Q2 201941.6K$10M+4.37%
Q1 201943.1K$9M+4.27%
Q4 201840.3K$7M+4.32%

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 MLM.