Maren Capital Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.91B
Q ending 2026-03-31
Prior quarter
$1.86B
Q ending 2025-12-31
Change
+2.8% QoQ · +30.4% YoY
Positions
19
reported holdings
Largest positions
All 19 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Rbc Bearings Inc | RBC | Shares | $240.0M | 442K |
| Teledyne Technologies Inc | TDY | Shares | $219.1M | 362K |
| Linde Plc | Shares | $191.7M | 387K | |
| Ametek Inc | AME | Shares | $190.7M | 890K |
| Amphenol Corp | APH | Shares | $186.7M | 1.5M |
| Heico Corp New | HEI/A | Shares | $159.9M | 758K |
| Arch Cap Group Ltd | Shares | $113.2M | 1.2M | |
| Rli Corp | RLI | Shares | $102.0M | 1.8M |
| Kinsale Cap Group Inc | KNSL | Shares | $92.3M | 270K |
| Simpson Mfg Inc | SSD | Shares | $87.6M | 510K |
| Canadian Pacific Kansas City | CP | Shares | $82.4M | 1.0M |
| Copart Inc | CPRT | Shares | $82.2M | 2.5M |
| Graco Inc | GGG | Shares | $66.2M | 782K |
| Hingham Instn Svgs Mass | HIFS | Shares | $59.2M | 207K |
| Berkley W R Corp | WRB | Shares | $33.4M | 505K |
| Progressive Corp | PGR | Shares | $2.6M | 13K |
| Mastercard Incorporated | MA | Shares | $1.0M | 2K |
| Visa Inc | V | Shares | $995K | 3K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $595K | 964 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.