13F HOLDINGS REPORT
Maren Capital LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001941040-25-000150
Total Value
$1.31B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TELEDYNE TECHNOLOGIES INC | TDY | 284,564 | $132.1M | 10.09% |
| 2 | AMETEK INC | AME | 686,632 | $123.8M | 9.46% |
| 3 | RBC BEARINGS INC | RBC | 403,803 | $120.8M | 9.23% |
| 4 | RLI CORP | RLI | 700,603 | $115.5M | 8.82% |
| 5 | HEICO CORP NEW | HEI-A | 525,167 | $97.7M | 7.47% |
| 6 | AMPHENOL CORP NEW | 032095101 | 1,402,468 | $97.4M | 7.44% |
| 7 | LINDE PLC | LIN | 221,326 | $92.7M | 7.08% |
| 8 | CANADIAN PACIFIC KANSAS CITY | CP | 1,199,414 | $86.8M | 6.63% |
| 9 | KINSALE CAP GROUP INC | 49714P108 | 150,900 | $70.2M | 5.36% |
| 10 | COPART INC | CPRT | 1,062,914 | $61.0M | 4.66% |
| 11 | BERKLEY W R CORP | WRB-PH | 1,005,195 | $58.8M | 4.49% |
| 12 | IDEX CORP | 45167R104 | 248,116 | $51.9M | 3.97% |
| 13 | GRACO INC | GGG | 594,713 | $50.1M | 3.83% |
| 14 | SIMPSON MFG INC | 829073105 | 287,652 | $47.7M | 3.64% |
| 15 | HINGHAM INSTN SVGS MASS | 433323102 | 167,730 | $42.6M | 3.26% |
| 16 | ARCH CAP GROUP LTD | G0450A105 | 364,805 | $33.7M | 2.57% |
| 17 | WILLSCOT HLDGS CORP | WSC | 462,674 | $15.5M | 1.18% |
| 18 | PROGRESSIVE CORP | 743315103 | 13,450 | $3.2M | 0.25% |
| 19 | OREILLY AUTOMOTIVE INC | 67103H107 | 1,540 | $1.8M | 0.14% |
| 20 | THERMO FISHER SCIENTIFIC INC | TMO | 2,964 | $1.5M | 0.12% |
| 21 | MASTERCARD INCORPORATED | MA | 2,085 | $1.1M | 0.08% |
| 22 | VISA INC | V | 3,352 | $1.1M | 0.08% |
| 23 | MICROSOFT CORP | MSFT | 2,434 | $1.0M | 0.08% |
| 24 | SPDR S&P MIDCAP 400 ETF TR | MDY | 964 | $549,075 | 0.04% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 700 | $317,296 | 0.02% |