Q4 2025 · 13F-HR
Maren Capital LLCholdings as filed
Filed 2026-02-13 · accession 0001420506-26-000374
$1.86B
Reported value
21
Positions
2025-12-31
Period end
The Brief · Maren Capital LLC · Q4 2025
AI · grounded in 13F
Maren Capital LLC reduced its position in WRB by 49.57%. The fund increased its holdings in LIN by 35.28% and SSD by 20.96%. Additionally, the firm closed its position in Thermo Fisher Scientific Inc, resulting in a decrease of $1.38M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 032095101 | APH | AMPHENOL CORP NEW | $202.5M | 10.9% | 1,498,116 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $201.9M | 10.9% | 450,314 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $184.2M | 9.90% | 360,595 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $179.7M | 9.67% | 875,337 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $157.3M | 8.46% | 623,083 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $155.3M | 8.35% | 364,233 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $108.9M | 5.86% | 1,135,594 | Common | SOLE |
| 749607107 | RLI | RLI CORP | $108.8M | 5.85% | 1,701,167 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $93.9M | 5.05% | 1,275,173 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $91.8M | 4.94% | 234,737 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $86.4M | 4.65% | 2,207,903 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC | $82.6M | 4.44% | 511,756 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $64.6M | 3.48% | 788,649 | Common | SOLE |
| 433323102 | HIFS | HINGHAM INSTN SVGS MASS | $59.3M | 3.19% | 208,659 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $38.3M | 2.06% | 214,994 | Common | SOLE |
| 084423102 | WRB | BERKLEY W R CORP | $37.6M | 2.02% | 536,470 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $3.1M | 0.16% | 13,450 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.2M | 0.06% | 2,085 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.2M | 0.06% | 3,292 | Common | SOLE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $581,562 | 0.03% | 964 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $233,732 | 0.01% | 465 | 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.