Maren Capital LLC

Maren Capital LLC reported 17 holdings worth US$2.16B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Maren Capital LLC reported 17 holdings worth US$2.16B as of Jun 30, 2026. Largest: Rbc Bearings Incorporated, Amphenol Corporation and Teledyne Technologies Incorporated. Filed Aug 13, 2026 (Form 13F).

Holdings
17
Value as reported
US$2.16B

The filing in full

CompanySharesValue as reported% of portfolio
Rbc Bearings Incorporated428KUS$276M12.8%
Amphenol Corporation1.55MUS$274M12.7%
Teledyne Technologies Incorporated377KUS$251M11.7%
Ametek, Inc.912KUS$221M10.2%
Heico Corporation846KUS$218M10.1%
Simpson Manufacturing Company, Inc.513KUS$107M5.0%
Rli Corp.1.82MUS$107M5.0%
Arch Capital Group Ltd.1.06MUS$103M4.8%
Kinsale Capital Group, Inc.281KUS$92.8M4.3%
Canadian Pacific Kansas City Limited1.07MUS$92.4M4.3%
Graco Inc.1.02MUS$77.1M3.6%
Copart, Inc.2.5MUS$70.4M3.3%
Hingham Institution For Savings194KUS$59.4M2.8%
Mastercard Incorporated2,315US$1.19M0.06%
Visa Inc.3,242US$1.11M0.05%
W.r. Berkley Corporation0US$00.00%
Progressive Corporation (the)0US$00.00%

Source

View original at SEC

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