Maren Capital Llc Portfolio Stock Holdings
Maren Capital Llc disclosed 19 stock positions valued at approximately $1.9 billion in its latest SEC 13F filing. The largest holdings include RBC BEARINGS INC, TELEDYNE TECHNOLOGIES INC, and LINDE PLC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 19
- Portfolio Value
- $1.9B
Holdings by Sector
Maren Capital Llc Portfolio Holdings in Q1 2026
19 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| RBC BEARINGS INC | RBC | Industrials | 12.55% | 441,904 | -8,410 | -1.87% | $240,006,900 |
| TELEDYNE TECHNOLOGIES INC | TDY | Technology | 11.46% | 362,122 | +1,527 | +0.42% | $219,087,431 |
| LINDE PLC | LIN | Other | 10.03% | 386,703 | +22,470 | +6.17% | $191,712,055 |
| AMETEK INC | AME | Industrials | 9.97% | 889,503 | +14,166 | +1.62% | $190,673,945 |
| AMPHENOL CORP | APH | Technology | 9.77% | 1,477,762 | -20,354 | -1.36% | $186,715,237 |
| HEICO CORP NEW | HEI-A | Industrials | 8.37% | 757,713 | +134,630 | +21.61% | $159,945,678 |
| ARCH CAP GROUP LTD | G0450A105 | Other | 5.92% | 1,178,870 | +43,276 | +3.81% | $113,159,731 |
| RLI CORP | RLI | Financial Services | 5.34% | 1,789,004 | +87,837 | +5.16% | $102,044,766 |
| KINSALE CAP GROUP INC | KNSL | Financial Services | 4.83% | 270,140 | +35,403 | +15.08% | $92,295,915 |
| SIMPSON MFG INC | SSD | Basic Materials | 4.58% | 510,390 | -1,366 | -0.27% | $87,593,146 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 4.31% | 1,047,986 | -227,187 | -17.82% | $82,434,601 |
| COPART INC | CPRT | Industrials | 4.30% | 2,475,519 | +267,616 | +12.12% | $82,187,231 |
| GRACO INC | GGG | Industrials | 3.46% | 781,784 | -6,865 | -0.87% | $66,178,030 |
| HINGHAM INSTN SVGS MASS | HIFS | Financial Services | 3.09% | 206,955 | -1,704 | -0.82% | $59,155,889 |
| BERKLEY W R CORP | WRB | Financial Services | 1.75% | 504,611 | -31,859 | -5.94% | $33,445,613 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.13% | 12,900 | -550 | -4.09% | $2,557,296 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.05% | 2,085 | - | - | $1,041,791 |
| VISA INC | V | Financial Services | 0.05% | 3,292 | - | - | $994,974 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.03% | 964 | - | - | $594,557 |