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Maren Capital LLC

CIK 1961415 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

Maren Capital LLC reported 17 US-listed holdings worth $2.16 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: RBC Bearings Inc. (12.8%), Amphenol Corp. (12.7%) and Teledyne Technologies Inc. (11.7%). Against the quarter before, it opened 0 positions, added to 12, trimmed 4 and sold out of 2.

Reported holdings$2.16B+12.8% on Q1 2026
Positions17-2 on Q1 2026
The largest ten86.0%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
Added toTrimmed
RBC12.8%APH12.7%TDY11.7%AME10.2%HEIA10.1%LIN9.5%SSD5.0%RLI5.0%ACGL4.8%KNSL4.3%CP4.3%GGG3.6%CPRT3.3%HIFS2.8%

The 14 largest of its 17 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.22 billion in 27 positions$1.22BQ3 24Q4 2024: $1.31 billion in 25 positions$1.31BQ4 24Q1 2025: $1.47 billion in 25 positions$1.47BQ1 25Q2 2025: $1.66 billion in 25 positions$1.66BQ2 25Q3 2025: $1.80 billion in 22 positions$1.80BQ3 25Q4 2025: $1.86 billion in 21 positions$1.86BQ4 25Q1 2026: $1.91 billion in 19 positions$1.91BQ1 26Q2 2026: $2.16 billion in 17 positions$2.16BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Added 12Held 1Trimmed 4Sold out 2
Added: 12Held: 1Trimmed: 4Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Added to 12

  1. Heico Corp. New HEIA+87,978 shares · +12%
  2. Graco Inc. GGG+238,487 shares · +31%
  3. Amphenol Corp. APH+74,126 shares · +5%
  4. Teledyne Technologies Inc. TDY+14,806 shares · +4%
  5. AMETEK Inc. AME+22,463 shares · +3%
  6. Linde plc LIN+8,682 shares · +2%
  7. Kinsale Capital Group, Inc. KNSL+11,357 shares · +4%
  8. RLI Corp. RLI+28,366 shares · +2%

and 4 more in the table below

Trimmed 4

  1. Arch Capital Group Ltd. ACGL-121,299 shares · -10%
  2. RBC Bearings Inc. RBC-13,772 shares · -3%
  3. Hingham Instn Svgs Mass HIFS-13,424 shares · -6%
  4. Visa Inc. V-50 shares · -2%

Sold out of 2

  1. W. R. Berkley Corp. WRB$33.4 million last quarter
  2. Progressive Corp. PGR$2.6 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
RBC Bearings Inc. RBC428,132$275.7 million12.78%-13,772
Amphenol Corp. APH1,551,888$273.6 million12.68%+74,126
Teledyne Technologies Inc. TDY376,928$251.4 million11.65%+14,806
AMETEK Inc. AME911,966$220.6 million10.23%+22,463
Heico Corp. New HEIA845,691$218.1 million10.11%+87,978
Linde plc LIN395,385$205.2 million9.51%+8,682
Simpson Manufacturing Co., Inc. SSD513,029$107.4 million4.98%+2,639
RLI Corp. RLI1,817,370$107.4 million4.98%+28,366
Arch Capital Group Ltd. ACGL1,057,571$102.6 million4.76%-121,299
Kinsale Capital Group, Inc. KNSL281,497$92.8 million4.30%+11,357
Canadian Pacific Kansas City LT CP1,066,682$92.4 million4.28%+18,696
Graco Inc. GGG1,020,271$77.1 million3.58%+238,487
Copart Inc. CPRT2,496,614$70.4 million3.26%+21,095
Hingham Instn Svgs Mass HIFS193,531$59.4 million2.76%-13,424
Mastercard Inc. MA2,315$1.2 million0.06%+230
Visa Inc. V3,242$1.1 million0.05%-50
SPDR S&P MidCap 400 ETF MDY964$678,0200.03%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.