Q4 2024 · 13F-HR
Maren Capital LLCholdings as filed
Filed 2025-02-13 · accession 0001941040-25-000150
$1.31B
Reported value
25
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $132.1M | 10.1% | 284,564 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $123.8M | 9.46% | 686,632 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $120.8M | 9.23% | 403,803 | Common | SOLE |
| 749607107 | RLI | RLI CORP | $115.5M | 8.82% | 700,603 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $97.7M | 7.47% | 525,167 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $97.4M | 7.44% | 1,402,468 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $92.7M | 7.08% | 221,326 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $86.8M | 6.63% | 1,199,414 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $70.2M | 5.36% | 150,900 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $61.0M | 4.66% | 1,062,914 | Common | SOLE |
| 084423102 | WRB | BERKLEY W R CORP | $58.8M | 4.49% | 1,005,195 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $51.9M | 3.97% | 248,116 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $50.1M | 3.83% | 594,713 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC | $47.7M | 3.64% | 287,652 | Common | SOLE |
| 433323102 | HIFS | HINGHAM INSTN SVGS MASS | $42.6M | 3.26% | 167,730 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $33.7M | 2.57% | 364,805 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $15.5M | 1.18% | 462,674 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $3.2M | 0.25% | 13,450 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $1.8M | 0.14% | 1,540 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $1.5M | 0.12% | 2,964 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.1M | 0.08% | 2,085 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.1M | 0.08% | 3,352 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.0M | 0.08% | 2,434 | Common | SOLE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $549,075 | 0.04% | 964 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $317,296 | 0.02% | 700 | 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.