13F HOLDINGS REPORT
Maren Capital LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001941040-25-000482
Total Value
$1.66B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMPHENOL CORP NEW | 032095101 | 1,689,959 | $166.9M | 10.06% |
| 2 | RBC BEARINGS INC | RBC | 428,546 | $164.9M | 9.94% |
| 3 | TELEDYNE TECHNOLOGIES INC | TDY | 308,900 | $158.3M | 9.54% |
| 4 | HEICO CORP NEW | HEI-A | 569,985 | $147.5M | 8.89% |
| 5 | AMETEK INC | AME | 804,473 | $145.6M | 8.77% |
| 6 | LINDE PLC | LIN | 250,441 | $117.5M | 7.08% |
| 7 | RLI CORP | RLI | 1,595,038 | $115.2M | 6.94% |
| 8 | CANADIAN PACIFIC KANSAS CITY | CP | 1,282,458 | $101.7M | 6.13% |
| 9 | KINSALE CAP GROUP INC | 49714P108 | 176,160 | $85.2M | 5.14% |
| 10 | BERKLEY W R CORP | WRB-PH | 1,055,472 | $77.5M | 4.67% |
| 11 | COPART INC | CPRT | 1,501,367 | $73.7M | 4.44% |
| 12 | ARCH CAP GROUP LTD | G0450A105 | 800,801 | $72.9M | 4.39% |
| 13 | GRACO INC | GGG | 714,685 | $61.4M | 3.70% |
| 14 | SIMPSON MFG INC | 829073105 | 381,519 | $59.3M | 3.57% |
| 15 | HINGHAM INSTN SVGS MASS | 433323102 | 200,131 | $49.7M | 3.00% |
| 16 | IDEX CORP | 45167R104 | 236,000 | $41.4M | 2.50% |
| 17 | WILLSCOT HLDGS CORP | WSC | 353,389 | $9.7M | 0.58% |
| 18 | PROGRESSIVE CORP | 743315103 | 13,450 | $3.6M | 0.22% |
| 19 | OREILLY AUTOMOTIVE INC | 67103H107 | 23,100 | $2.1M | 0.13% |
| 20 | VISA INC | V | 3,352 | $1.2M | 0.07% |
| 21 | MASTERCARD INCORPORATED | MA | 2,085 | $1.2M | 0.07% |
| 22 | THERMO FISHER SCIENTIFIC INC | TMO | 2,839 | $1.2M | 0.07% |
| 23 | MICROSOFT CORP | MSFT | 1,334 | $663,545 | 0.04% |
| 24 | SPDR S&P MIDCAP 400 ETF TR | MDY | 964 | $546,087 | 0.03% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 675 | $327,895 | 0.02% |