13F HOLDINGS REPORT
Maren Capital LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001420506-26-000374
Total Value
$1.86B
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMPHENOL CORP NEW | 032095101 | 1,498,116 | $202.5M | 10.89% |
| 2 | RBC BEARINGS INC | RBC | 450,314 | $201.9M | 10.86% |
| 3 | TELEDYNE TECHNOLOGIES INC | TDY | 360,595 | $184.2M | 9.90% |
| 4 | AMETEK INC | AME | 875,337 | $179.7M | 9.67% |
| 5 | HEICO CORP NEW | HEI-A | 623,083 | $157.3M | 8.46% |
| 6 | LINDE PLC | LIN | 364,233 | $155.3M | 8.35% |
| 7 | ARCH CAP GROUP LTD | G0450A105 | 1,135,594 | $108.9M | 5.86% |
| 8 | RLI CORP | RLI | 1,701,167 | $108.8M | 5.85% |
| 9 | CANADIAN PACIFIC KANSAS CITY | CP | 1,275,173 | $93.9M | 5.05% |
| 10 | KINSALE CAP GROUP INC | 49714P108 | 234,737 | $91.8M | 4.94% |
| 11 | COPART INC | CPRT | 2,207,903 | $86.4M | 4.65% |
| 12 | SIMPSON MFG INC | 829073105 | 511,756 | $82.6M | 4.44% |
| 13 | GRACO INC | GGG | 788,649 | $64.6M | 3.48% |
| 14 | HINGHAM INSTN SVGS MASS | 433323102 | 208,659 | $59.3M | 3.19% |
| 15 | IDEX CORP | 45167R104 | 214,994 | $38.3M | 2.06% |
| 16 | BERKLEY W R CORP | WRB-PH | 536,470 | $37.6M | 2.02% |
| 17 | PROGRESSIVE CORP | 743315103 | 13,450 | $3.1M | 0.16% |
| 18 | MASTERCARD INCORPORATED | MA | 2,085 | $1.2M | 0.06% |
| 19 | VISA INC | V | 3,292 | $1.2M | 0.06% |
| 20 | SPDR S&P MIDCAP 400 ETF TR | MDY | 964 | $581,562 | 0.03% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 465 | $233,732 | 0.01% |