Maren Capital LLC
CIK: 0001961415Latest portfolio: $1.9B · Q4 2025
Holdings
21
Total Value
$1.9B
New Positions
0
Closed Positions
1
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | APHAMPHENOL CORP NEW | 1,498,116 | $202.5M | 10.89% | -51,291 | |
| 2 | RBCRBC BEARINGS INC | 450,314 | $201.9M | 10.86% | +6K | |
| 3 | TDYTELEDYNE TECHNOLOGIES INC | 360,595 | $184.2M | 9.90% | +44K | |
| 4 | AMEAMETEK INC | 875,337 | $179.7M | 9.67% | +11K | |
| 5 | HEIHEICO CORP NEW | 623,083 | $157.3M | 8.46% | +25K | |
| 6 | LINLINDE PLC | 364,233 | $155.3M | 8.35% | +95K | |
| 7 | ACGLARCH CAP GROUP LTD | 1,135,594 | $108.9M | 5.86% | +39K | |
| 8 | RLIRLI CORP | 1,701,167 | $108.8M | 5.85% | +12K | |
| 9 | CPCANADIAN PACIFIC KANSAS CITY | 1,275,173 | $93.9M | 5.05% | -72,225 | |
| 10 | KNSLKINSALE CAP GROUP INC | 234,737 | $91.8M | 4.94% | +35K | |
| 11 | CPRTCOPART INC | 2,207,903 | $86.4M | 4.65% | +255K | |
| 12 | SSDSIMPSON MFG INC | 511,756 | $82.6M | 4.44% | +89K | |
| 13 | GGGGRACO INC | 788,649 | $64.6M | 3.48% | +19K | |
| 14 | HIFSHINGHAM INSTN SVGS MASS | 208,659 | $59.3M | 3.19% | +4K | |
| 15 | IEXIDEX CORP | 214,994 | $38.3M | 2.06% | -33,914 | |
| 16 | WRBBERKLEY W R CORP | 536,470 | $37.6M | 2.02% | -527,355 | |
| 17 | PGRPROGRESSIVE CORP | 13,450 | $3.1M | 0.16% | — | |
| 18 | MAMASTERCARD INCORPORATED | 2,085 | $1.2M | 0.06% | — | |
| 19 | VVISA INC | 3,292 | $1.2M | 0.06% | -60 | |
| 20 | MDYSPDR S&P MIDCAP 400 ETF TR | 964 | $581K | 0.03% | — | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 465 | $233K | 0.01% | -210 |
Quarterly Changes
New Positions
No new positions this quarter
Closed Positions
- TMOCLOSED$1.4B
Sector Breakdown
Industrials0.0% ($2.019341797151573e+33T)
Financial Services0.0% ($1.089261088409181e+32T)
Technology0.0% ($202.5T)
Basic Materials0.0% ($155.3M)
Unknown0.0% ($233K)
Filing History
Fund Information
Maren Capital LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.9B across 21 holdings. The largest position is AMPHENOL CORP NEW (APH), representing 10.9% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.