Q3 2025 · 13F-HR
Maren Capital LLCholdings as filed
Filed 2025-11-13 · accession 0001420506-25-003196
$1.80B
Reported value
22
Positions
2025-09-30
Period end
The Brief · Maren Capital LLC · Q3 2025
AI · grounded in 13F
Maren Capital LLC established a new position in APH valued at $191.7M. The fund also initiated new stakes in TDY for $185.7M and RBC for $173.3M. Additional new positions include AME at $162.4M and HEI/A at $152.1M. Total assets under management stand at $1.8B across 22 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 032095101 | APH | AMPHENOL CORP NEW | $191.7M | 10.7% | 1,549,407 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $185.7M | 10.3% | 316,943 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $173.3M | 9.65% | 443,941 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $162.4M | 9.04% | 863,983 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $152.1M | 8.47% | 598,490 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $127.9M | 7.12% | 269,237 | Common | SOLE |
| 749607107 | RLI | RLI CORP | $110.2M | 6.13% | 1,689,314 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $100.4M | 5.59% | 1,347,398 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $99.5M | 5.54% | 1,096,213 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $87.8M | 4.89% | 1,953,340 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $85.0M | 4.73% | 199,820 | Common | SOLE |
| 084423102 | WRB | BERKLEY W R CORP | $81.5M | 4.54% | 1,063,825 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC | $70.9M | 3.94% | 423,089 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $65.4M | 3.64% | 769,473 | Common | SOLE |
| 433323102 | HIFS | HINGHAM INSTN SVGS MASS | $54.1M | 3.01% | 204,933 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $40.5M | 2.26% | 248,908 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $3.3M | 0.18% | 13,450 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $1.4M | 0.08% | 2,839 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.2M | 0.07% | 2,085 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.1M | 0.06% | 3,352 | Common | SOLE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $574,573 | 0.03% | 964 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $339,350 | 0.02% | 675 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.