Maren Capital LLC — 13F Holdings & Portfolio
CIK 1961415 · latest 13F-HR filed 2026-05-14
Maren Capital LLC manages $1.91B in 13F-reported U.S. long-equity assets across 19 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RBC (12.55%), TDY (11.46%), LIN (10.03%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 2, added to 5, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.91B
Long-equity book
19
Distinct positions
2026-03-31
Filed 2026-05-14
+0 / −2 / ↑5 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- RBC BEARINGS INC$38.1M +18.9%
- LINDE PLC$36.4M +23.4%
- TELEDYNE TECHNOLOGIES INC$34.9M +19.0%
- AMETEK INC$11.0M +6.1%
- SIMPSON MFG INC$5.0M +6.0%
Top Trims
- AMPHENOL CORP-$15.7M -7.8%
- CANADIAN PACIFIC KANSAS CITY-$11.5M -12.2%
- RLI CORP-$6.8M -6.2%
- BERKLEY W R CORP-$4.2M -11.1%
- PROGRESSIVE CORP-$505.5K -16.5%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | RBC BEARINGS INC | RBC | 75524B104 | $240.0M | 12.55% | 441,904 | SH |
| 2 | TELEDYNE TECHNOLOGIES INC | TDY | 879360105 | $219.1M | 11.46% | 362,122 | SH |
| 3 | LINDE PLC | LIN | G54950103 | $191.7M | 10.03% | 386,703 | SH |
| 4 | AMETEK INC | AME | 031100100 | $190.7M | 9.97% | 889,503 | SH |
| 5 | AMPHENOL CORP | APH | 032095101 | $186.7M | 9.77% | 1,477,762 | SH |
| 6 | HEICO CORP NEW | HEI.A | 422806208 | $159.9M | 8.37% | 757,713 | SH |
| 7 | ARCH CAP GROUP LTD | ACGL | G0450A105 | $113.2M | 5.92% | 1,178,870 | SH |
| 8 | RLI CORP | RLI | 749607107 | $102.0M | 5.34% | 1,789,004 | SH |
| 9 | KINSALE CAP GROUP INC | KNSL | 49714P108 | $92.3M | 4.83% | 270,140 | SH |
| 10 | SIMPSON MFG INC | SSD | 829073105 | $87.6M | 4.58% | 510,390 | SH |
| 11 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $82.4M | 4.31% | 1,047,986 | SH |
| 12 | COPART INC | CPRT | 217204106 | $82.2M | 4.30% | 2,475,519 | SH |
| 13 | GRACO INC | GGG | 384109104 | $66.2M | 3.46% | 781,784 | SH |
| 14 | HINGHAM INSTN SVGS MASS | HIFS | 433323102 | $59.2M | 3.09% | 206,955 | SH |
| 15 | BERKLEY W R CORP | WRB | 084423102 | $33.4M | 1.75% | 504,611 | SH |
| 16 | PROGRESSIVE CORP | PGR | 743315103 | $2.6M | 0.13% | 12,900 | SH |
| 17 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.0M | 0.05% | 2,085 | SH |
| 18 | VISA INC | V | 92826C839 | $995.0K | 0.05% | 3,292 | SH |
| 19 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $594.6K | 0.03% | 964 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $1.91B | 19 | 0001420506-26-000993 |
| 2025-12-31 | 2026-02-13 | $1.86B | 21 | 0001420506-26-000374 |
| 2025-09-30 | 2025-11-13 | $1.80B | 22 | 0001420506-25-003196 |