Maren Capital LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.5T
Holdings
25
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TDYTELEDYNE TECHNOLOGIES INC | 295,137 | $146.9B | 10.02% | |
| 2 | RBCRBC BEARINGS INC | 420,946 | $135.4B | 9.24% | |
| 3 | AMEAMETEK INC | 760,375 | $130.9B | 8.93% | |
| 4 | RLIRLI CORP | 1,552,053 | $124.7B | 8.50% | |
| 5 | HEIHEICO CORP NEW | 566,622 | $119.5B | 8.15% | |
| 6 | LINLINDE PLC | 238,449 | $111.0B | 7.57% | |
| 7 | APHAMPHENOL CORP NEW | 1,639,863 | $107.6B | 7.33% | |
| 8 | CPCANADIAN PACIFIC KANSAS CITY | 1,274,752 | $89.5B | 6.10% | |
| 9 | KNSLKINSALE CAP GROUP INC | 162,089 | $78.9B | 5.38% | |
| 10 | WRBBERKLEY W R CORP | 1,054,420 | $75.0B | 5.12% | |
| 11 | CPRTCOPART INC | 1,204,317 | $68.2B | 4.65% | |
| 12 | ACGLARCH CAP GROUP LTD | 609,239 | $58.6B | 4.00% | |
| 13 | GGGGRACO INC | 685,015 | $57.2B | 3.90% | |
| 14 | SSDSIMPSON MFG INC | 323,225 | $50.8B | 3.46% | |
| 15 | HIFSHINGHAM INSTN SVGS MASS | 191,395 | $45.5B | 3.10% | |
| 16 | IEXIDEX CORP | 246,837 | $44.7B | 3.05% | |
| 17 | WSCWILLSCOT HLDGS CORP | 383,732 | $10.7B | 0.73% | |
| 18 | PGRPROGRESSIVE CORP | 13,450 | $3.8B | 0.26% | |
| 19 | ORLYOREILLY AUTOMOTIVE INC | 1,540 | $2.2B | 0.15% | |
| 20 | TMOTHERMO FISHER SCIENTIFIC INC | 2,839 | $1.4B | 0.10% | |
| 21 | VVISA INC | 3,352 | $1.2B | 0.08% | |
| 22 | MAMASTERCARD INCORPORATED | 2,085 | $1.1B | 0.08% | |
| 23 | MSFTMICROSOFT CORP | 2,234 | $838.6M | 0.06% | |
| 24 | MDYSPDR S&P MIDCAP 400 ETF TR | 964 | $514.3M | 0.04% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 700 | $372.8M | 0.03% |