Maren Capital LLC
CIK 1961415 · Holdings on Jun 30, 2025 · First reported Aug 13, 2025
Top ten holdings
Q2 2025- APH10.06%
- RBC9.94%
- TDY9.54%
- HEI.A8.89%
- AME8.77%
- LIN7.08%
- RLI6.94%
- CP6.13%
- KNSL5.14%
- WRB4.67%
Share classes counted separately77.16%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- APHWeight increased · +2.73 pp7.33% → 10.06%Shares +50.10K (+3.05%)
- RLIWeight decreased · -1.56 pp8.50% → 6.94%Shares +42.98K (+2.77%)
- HEI.AWeight increased · +0.74 pp8.15% → 8.89%Shares +3.36K (+0.59%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | APHAMPHENOL CORP-CL ACL A View history and evidence | $166.88M | 10.06% | 1.69M shares | 7.33% → 10.06%+2.73 pp +50.10K (+3.05%) | Added | ↗▾ |
| 02 | RBCRBC BEARINGS INC View history and evidence | $164.90M | 9.94% | 428.55K shares | 9.24% → 9.94%+0.70 pp +7.60K (+1.81%) | Added | ↗▾ |
| 03 | TDYTELEDYNE TECHNOLOGIES INC View history and evidence | $158.25M | 9.54% | 308.90K shares | 10.02% → 9.54%-0.48 pp +13.76K (+4.66%) | Added | ↗▾ |
| 04 | HEI.AHEICO CORP-CLASS ACL A View history and evidence | $147.48M | 8.89% | 569.99K shares | 8.15% → 8.89%+0.74 pp +3.36K (+0.59%) | Added | ↗▾ |
| 05 | AMEAMETEK INC View history and evidence | $145.58M | 8.77% | 804.47K shares | 8.93% → 8.77%-0.16 pp +44.10K (+5.80%) | Added | ↗▾ |
| 06 | LINLINDE PLCSHS View history and evidence | $117.50M | 7.08% | 250.44K shares | 7.57% → 7.08%-0.49 pp +11.99K (+5.03%) | Added | ↗▾ |
| 07 | RLIRLI CORP View history and evidence | $115.19M | 6.94% | 1.60M shares | 8.50% → 6.94%-1.56 pp +42.98K (+2.77%) | Added | ↗▾ |
| 08 | CPCANADIAN PACIFIC KANSAS CITY View history and evidence | $101.66M | 6.13% | 1.28M shares | 6.10% → 6.13%+0.03 pp +7.71K (+0.60%) | Added | ↗▾ |
| 09 | KNSLKINSALE CAPITAL GROUP INC View history and evidence | $85.24M | 5.14% | 176.16K shares | 5.38% → 5.14%-0.24 pp +14.07K (+8.68%) | Added | ↗▾ |
| 10 | WRBWR BERKLEY CORP View history and evidence | $77.55M | 4.67% | 1.06M shares | 5.12% → 4.67%-0.45 pp +1.05K (+0.10%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1961415 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1659068726
}Take these holdings further.
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