Q1 2025 · 13F-HR
Maren Capital LLCholdings as filed
Filed 2025-05-14 · accession 0001941040-25-000302
$1.47B
Reported value
25
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $146.9M | 10.0% | 295,137 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $135.4M | 9.24% | 420,946 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $130.9M | 8.93% | 760,375 | Common | SOLE |
| 749607107 | RLI | RLI CORP | $124.7M | 8.50% | 1,552,053 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $119.5M | 8.15% | 566,622 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $111.0M | 7.57% | 238,449 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $107.6M | 7.33% | 1,639,863 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $89.5M | 6.10% | 1,274,752 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $78.9M | 5.38% | 162,089 | Common | SOLE |
| 084423102 | WRB | BERKLEY W R CORP | $75.0M | 5.12% | 1,054,420 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $68.2M | 4.65% | 1,204,317 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $58.6M | 4.00% | 609,239 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $57.2M | 3.90% | 685,015 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC | $50.8M | 3.46% | 323,225 | Common | SOLE |
| 433323102 | HIFS | HINGHAM INSTN SVGS MASS | $45.5M | 3.10% | 191,395 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $44.7M | 3.05% | 246,837 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $10.7M | 0.73% | 383,732 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $3.8M | 0.26% | 13,450 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $2.2M | 0.15% | 1,540 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $1.4M | 0.10% | 2,839 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.2M | 0.08% | 3,352 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.1M | 0.08% | 2,085 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $838,621 | 0.06% | 2,234 | Common | SOLE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $514,275 | 0.04% | 964 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $372,806 | 0.03% | 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.