Maren Capital Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Maren Capital Llc disclosed 17 stock positions valued at approximately $2.16B as of quarter-end June 30, 2026. The largest holdings include RBC BEARINGS INC, AMPHENOL CORP, and TELEDYNE TECHNOLOGIES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 17
- Portfolio Value
- $2.16B
Holdings by Sector
Maren Capital Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| RBC BEARINGS INC | RBC | Industrials | 12.78% | 428,132 | -13,772 | -3.12% | $275,742,696 |
| AMPHENOL CORP | APH | Technology | 12.68% | 1,551,888 | +74,126 | +5.02% | $273,628,904 |
| TELEDYNE TECHNOLOGIES INC | TDY | Technology | 11.65% | 376,928 | +14,806 | +4.09% | $251,373,283 |
| AMETEK INC | AME | Industrials | 10.23% | 911,966 | +22,463 | +2.53% | $220,641,146 |
| HEICO CORP NEW | HEI-A | Industrials | 10.11% | 845,691 | +87,978 | +11.61% | $218,112,216 |
| LINDE PLC | LIN | Other | 9.51% | 395,385 | +8,682 | +2.25% | $205,181,276 |
| SIMPSON MFG INC | SSD | Basic Materials | 4.98% | 513,029 | +2,639 | +0.52% | $107,402,638 |
| RLI CORP | RLI | Financial Services | 4.98% | 1,817,370 | +28,366 | +1.59% | $107,352,023 |
| ARCH CAP GROUP LTD | ACGL | Financial Services | 4.76% | 1,057,571 | -121,299 | -10.29% | $102,647,841 |
| KINSALE CAP GROUP INC | KNSL | Financial Services | 4.30% | 281,497 | +11,357 | +4.20% | $92,840,412 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 4.28% | 1,066,682 | +18,696 | +1.78% | $92,428,019 |
| GRACO INC | GGG | Industrials | 3.58% | 1,020,271 | +238,487 | +30.51% | $77,142,704 |
| COPART INC | CPRT | Industrials | 3.26% | 2,496,614 | +21,095 | +0.85% | $70,379,549 |
| HINGHAM INSTN SVGS MASS | HIFS | Financial Services | 2.76% | 193,531 | -13,424 | -6.49% | $59,442,908 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.06% | 2,315 | +230 | +11.03% | $1,188,984 |
| VISA INC | V | Financial Services | 0.05% | 3,242 | -50 | -1.52% | $1,112,298 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.03% | 964 | - | - | $678,020 |
Showing 17 of 17 holdings in the latest reporting period.