Q2 2025 · 13F-HR
Maren Capital LLCholdings as filed
Filed 2025-08-13 · accession 0001941040-25-000482
$1.66B
Reported value
25
Positions
2025-06-30
Period end
The Brief · Maren Capital LLC · Q2 2025
AI · grounded in 13F
Maren Capital LLC established a new position in APH valued at $166.9M. The fund also initiated new stakes in RBC for $164.9M and TDY for $158.3M. Other new additions include HEI/A at $147.5M and AME at $145.6M. Total assets under management stand at $1.66B across 25 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 032095101 | APH | AMPHENOL CORP NEW | $166.9M | 10.1% | 1,689,959 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $164.9M | 9.94% | 428,546 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $158.3M | 9.54% | 308,900 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $147.5M | 8.89% | 569,985 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $145.6M | 8.77% | 804,473 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $117.5M | 7.08% | 250,441 | Common | SOLE |
| 749607107 | RLI | RLI CORP | $115.2M | 6.94% | 1,595,038 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $101.7M | 6.13% | 1,282,458 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $85.2M | 5.14% | 176,160 | Common | SOLE |
| 084423102 | WRB | BERKLEY W R CORP | $77.5M | 4.67% | 1,055,472 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $73.7M | 4.44% | 1,501,367 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $72.9M | 4.39% | 800,801 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $61.4M | 3.70% | 714,685 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC | $59.3M | 3.57% | 381,519 | Common | SOLE |
| 433323102 | HIFS | HINGHAM INSTN SVGS MASS | $49.7M | 3.00% | 200,131 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $41.4M | 2.50% | 236,000 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $9.7M | 0.58% | 353,389 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $3.6M | 0.22% | 13,450 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $2.1M | 0.13% | 23,100 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.2M | 0.07% | 3,352 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.2M | 0.07% | 2,085 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $1.2M | 0.07% | 2,839 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $663,545 | 0.04% | 1,334 | Common | SOLE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $546,087 | 0.03% | 964 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $327,895 | 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.