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Maren Capital LLC

Period ended Jun 30, 2026 · Latest filing Aug 13, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $2,157,294,917

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. RBC BEARINGS INC · COM · 75524B104 · shares: $275,742,696
  2. AMPHENOL CORP · CL A · 032095101 · shares: $273,628,904
  3. TELEDYNE TECHNOLOGIES INC · COM · 879360105 · shares: $251,373,283
  4. AMETEK INC · COM · 031100100 · shares: $220,641,146
  5. HEICO CORP NEW · CL A · 422806208 · shares: $218,112,216
  6. LINDE PLC · SHS · G54950103 · shares: $205,181,276
  7. SIMPSON MFG INC · COM · 829073105 · shares: $107,402,638
  8. RLI CORP · COM · 749607107 · shares: $107,352,023
  9. ARCH CAP GROUP LTD · ORD · G0450A105 · shares: $102,647,841
  10. KINSALE CAP GROUP INC · COM · 49714P108 · shares: $92,840,412

Reported holdings

17 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
RBC BEARINGS INCCOM75524B104 — 428,132 shares $275,742,696
AMPHENOL CORPCL A032095101 — 1,551,888 shares $273,628,904
TELEDYNE TECHNOLOGIES INCCOM879360105 — 376,928 shares $251,373,283
AMETEK INCCOM031100100 — 911,966 shares $220,641,146
HEICO CORP NEWCL A422806208 — 845,691 shares $218,112,216
LINDE PLCSHSG54950103 — 395,385 shares $205,181,276
SIMPSON MFG INCCOM829073105 — 513,029 shares $107,402,638
RLI CORPCOM749607107 — 1,817,370 shares $107,352,023
ARCH CAP GROUP LTDORDG0450A105 — 1,057,571 shares $102,647,841
KINSALE CAP GROUP INCCOM49714P108 — 281,497 shares $92,840,412
CANADIAN PACIFIC KANSAS CITYCOM13646K108 — 1,066,682 shares $92,428,019
GRACO INCCOM384109104 — 1,020,271 shares $77,142,704
COPART INCCOM217204106 — 2,496,614 shares $70,379,549
HINGHAM INSTN SVGS MASSCOM433323102 — 193,531 shares $59,442,908
MASTERCARD INCORPORATEDCL A57636Q104 — 2,315 shares $1,188,984
VISA INCCOM CL A92826C839 — 3,242 shares $1,112,298
STATE STR SPDR S&P MIDCAP 40UTSER1 S&PDCRP78467Y107 — 964 shares $678,020