Maren Capital LLC
17 holdingsFiling period: 2026-06-30Current AUM: $2.07Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RBC | RBC Bearings Inc | 428.1K | $275.7M | $212.1M | 10.27% | -13,772 | 2026-06-30 |
| 2 | APH | Amphenol Corp | 1.55M | $273.6M | $246.2M | 11.92% | +74.1K | 2026-06-30 |
| 3 | TDY | Teledyne Technologies Inc | 376.9K | $251.4M | $238.3M | 11.54% | +14.8K | 2026-06-30 |
| 4 | AME | Ametek Inc | 912.0K | $220.6M | $225.6M | 10.92% | +22.5K | 2026-06-30 |
| 5 | HEI/A | Heico Corp New | 845.7K | $218.1M | $218.1M | 10.56% | +88.0K | 2026-06-30 |
| 6 | — | Linde PLC | 395.4K | $205.2M | $205.2M | 9.93% | +8.7K | 2026-06-30 |
| 7 | SSD | Simpson Mfg Inc | 513.0K | $107.4M | $92.7M | 4.49% | +2.6K | 2026-06-30 |
| 8 | RLI | Rli Corp | 1.82M | $107.4M | $114.0M | 5.52% | +28.4K | 2026-06-30 |
| 9 | — | Arch Cap Group Ltd | 1.06M | $102.6M | $102.6M | 4.97% | -121,299 | 2026-06-30 |
| 10 | KNSL | Kinsale Cap Group Inc | 281.5K | $92.8M | $104.7M | 5.07% | +11.4K | 2026-06-30 |
| 11 | CP | Canadian Pacific Kansas City | 1.07M | $92.4M | $93.2M | 4.51% | +18.7K | 2026-06-30 |
| 12 | GGG | Graco Inc | 1.02M | $77.1M | $82.7M | 4.00% | +238.5K | 2026-06-30 |
| 13 | CPRT | Copart Inc | 2.50M | $70.4M | $69.5M | 3.36% | +21.1K | 2026-06-30 |
| 14 | HIFS | Hingham Instn Svgs Mass | 193.5K | $59.4M | $57.6M | 2.79% | -13,424 | 2026-06-30 |
| 15 | MA | Mastercard Incorporated | 2.3K | $1.2M | $1.4M | 0.07% | +230 | 2026-06-30 |
| 16 | V | Visa Inc | 3.2K | $1.1M | $1.3M | 0.06% | -50 | 2026-06-30 |
| 17 | MDY | State Str Spdr S&P Midcap 40 | 964 | $678K | $643K | 0.03% | -- | 2026-06-30 |
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