13F HOLDINGS REPORT
Maren Capital LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001941040-25-000302
Total Value
$1.47B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TELEDYNE TECHNOLOGIES INC | TDY | 295,137 | $146.9M | 10.02% |
| 2 | RBC BEARINGS INC | RBC | 420,946 | $135.4M | 9.24% |
| 3 | AMETEK INC | AME | 760,375 | $130.9M | 8.93% |
| 4 | RLI CORP | RLI | 1,552,053 | $124.7M | 8.50% |
| 5 | HEICO CORP NEW | HEI-A | 566,622 | $119.5M | 8.15% |
| 6 | LINDE PLC | LIN | 238,449 | $111.0M | 7.57% |
| 7 | AMPHENOL CORP NEW | 032095101 | 1,639,863 | $107.6M | 7.33% |
| 8 | CANADIAN PACIFIC KANSAS CITY | CP | 1,274,752 | $89.5M | 6.10% |
| 9 | KINSALE CAP GROUP INC | 49714P108 | 162,089 | $78.9M | 5.38% |
| 10 | BERKLEY W R CORP | WRB-PH | 1,054,420 | $75.0M | 5.12% |
| 11 | COPART INC | CPRT | 1,204,317 | $68.2M | 4.65% |
| 12 | ARCH CAP GROUP LTD | G0450A105 | 609,239 | $58.6M | 4.00% |
| 13 | GRACO INC | GGG | 685,015 | $57.2M | 3.90% |
| 14 | SIMPSON MFG INC | 829073105 | 323,225 | $50.8M | 3.46% |
| 15 | HINGHAM INSTN SVGS MASS | 433323102 | 191,395 | $45.5M | 3.10% |
| 16 | IDEX CORP | 45167R104 | 246,837 | $44.7M | 3.05% |
| 17 | WILLSCOT HLDGS CORP | WSC | 383,732 | $10.7M | 0.73% |
| 18 | PROGRESSIVE CORP | 743315103 | 13,450 | $3.8M | 0.26% |
| 19 | OREILLY AUTOMOTIVE INC | 67103H107 | 1,540 | $2.2M | 0.15% |
| 20 | THERMO FISHER SCIENTIFIC INC | TMO | 2,839 | $1.4M | 0.10% |
| 21 | VISA INC | V | 3,352 | $1.2M | 0.08% |
| 22 | MASTERCARD INCORPORATED | MA | 2,085 | $1.1M | 0.08% |
| 23 | MICROSOFT CORP | MSFT | 2,234 | $838,621 | 0.06% |
| 24 | SPDR S&P MIDCAP 400 ETF TR | MDY | 964 | $514,275 | 0.04% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 700 | $372,806 | 0.03% |