STONE RUN CAPITAL LLC Overview

Stone Run Capital Llc is a hedge fund that manages 180 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 161MM in positions, representing 89% of the manager's regulatory AUM.

STONE RUN CAPITAL LLC StockAlpha

+1.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

STONE RUN CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BCR 3.8% Health -4.64% -0% 0 10%
PX 3.8% Materials 2.41% -0.16% 0 13%
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STONE RUN CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Jeffrey A. Hoerle Managing Member; Chief Compliance Officer October-2009
Robert F. Hoerle Managing Member October-2009

STONE RUN CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company

STONE RUN CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

SRC builds equity and fixed income portfolios that reflect the objectives and risk tolerances of its clients. Investing in securities involves risk of loss that clients are prepared to bear. As described above in “Item 4 – Advisory Business,” SRC selects an asset allocation strategy for each client and product, and pursues a fundamental research approach.

Investment portfolios may contain a measured mix of cash, equities, and corporate or government bonds. Core positions typically are in mid-capitalization companies with superior financial characteristics as measured by above average profit margins and returns on capital, and limited financial leverage. We may also include
smaller positions in special situation companies where we feel our assessment of the specific growth opportunity warrants purchase.

The security analysis methods include fundamental and technical strategies. Information s...
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STONE RUN CAPITAL LLC Portfolio Concentration

STONE RUN CAPITAL LLC Location

551 FIFTH AVENUE, SUITE 3300
NEW YORK, New York
UNITED STATES, 10176

STONE RUN CAPITAL LLC Contact Information

Phone Number: 646-701-6087
Fax Number: 212-808-5301
Website:

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