Maren Capital LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$1.8T
Holdings
22
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APHAMPHENOL CORP NEW | 1,549,407 | $191.7B | 10.67% | |
| 2 | TDYTELEDYNE TECHNOLOGIES INC | 316,943 | $185.7B | 10.34% | |
| 3 | RBCRBC BEARINGS INC | 443,941 | $173.3B | 9.65% | |
| 4 | AMEAMETEK INC | 863,983 | $162.4B | 9.04% | |
| 5 | HEIHEICO CORP NEW | 598,490 | $152.1B | 8.47% | |
| 6 | LINLINDE PLC | 269,237 | $127.9B | 7.12% | |
| 7 | RLIRLI CORP | 1,689,314 | $110.2B | 6.13% | |
| 8 | CPCANADIAN PACIFIC KANSAS CITY | 1,347,398 | $100.4B | 5.59% | |
| 9 | ACGLARCH CAP GROUP LTD | 1,096,213 | $99.5B | 5.54% | |
| 10 | CPRTCOPART INC | 1,953,340 | $87.8B | 4.89% | |
| 11 | KNSLKINSALE CAP GROUP INC | 199,820 | $85.0B | 4.73% | |
| 12 | WRBBERKLEY W R CORP | 1,063,825 | $81.5B | 4.54% | |
| 13 | SSDSIMPSON MFG INC | 423,089 | $70.9B | 3.94% | |
| 14 | GGGGRACO INC | 769,473 | $65.4B | 3.64% | |
| 15 | HIFSHINGHAM INSTN SVGS MASS | 204,933 | $54.1B | 3.01% | |
| 16 | IEXIDEX CORP | 248,908 | $40.5B | 2.26% | |
| 17 | PGRPROGRESSIVE CORP | 13,450 | $3.3B | 0.18% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 2,839 | $1.4B | 0.08% | |
| 19 | MAMASTERCARD INCORPORATED | 2,085 | $1.2B | 0.07% | |
| 20 | VVISA INC | 3,352 | $1.1B | 0.06% | |
| 21 | MDYSPDR S&P MIDCAP 400 ETF TR | 964 | $574.6M | 0.03% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 675 | $339.4M | 0.02% |