Maren Capital LLC

Investment Portfolio & 13F Holdings Analysis

About

Maren Capital LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 25 holdings worth $1.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RBC",
  "CP.TO",
  "WRB",
  "HEI-A",
  "KNSL",
  "LIN",
  "MA",
  "MSFT",
  "ORLY",
  "PGR",
  "TMO",
  "GGG",
  "RLI",
  "ACGL",
  "APH",
  "HIFS",
  "IEX",
  "V",
  "WSC",
  "SSD",
  "TDY",
  "AME",
  "BRK-B",
  "CPRT",
  "MDY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 25
Total Value: 1466508146
Accession Number: 0001941040-25-000302
Form Type: 13F-HR
CIK: maren-capital
Manager Name: Maren-Capital

Data Enrichment

100% identified

25 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

25 positions • $1,466,508.146K total value

25 positions

Manager:

SEC FilingSEC DataHachi Filing

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TELEDYNE TECHNOLOGIES INC

TDY|879360105

Shares:295.1K

Value:$146.9M

RBC Bearings INC

RBC|75524B104

Shares:420.9K

Value:$135.4M

AMETEK INC/

AME|031100100

Shares:760.4K

Value:$130.9M

RLI CORP

RLI|749607107

Shares:1.6M

Value:$124.7M

HEICO CORP

HEI-A|422806208

Shares:566.6K

Value:$119.5M

LINDE PLC

LIN|G54950103

Shares:238.4K

Value:$111.0M

AMPHENOL CORP /DE/

APH|032095101

Shares:1.6M

Value:$107.6M

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:1.3M

Value:$89.5M

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:162.1K

Value:$78.9M

BERKLEY W R CORP

WRB|084423102

Shares:1.1M

Value:$75.0M

COPART INC

CPRT|217204106

Shares:1.2M

Value:$68.2M

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:609.2K

Value:$58.6M

GRACO INC

GGG|384109104

Shares:685.0K

Value:$57.2M

Simpson Manufacturing Co., Inc.

SSD|829073105

Shares:323.2K

Value:$50.8M

433323102

HIFS|433323102

Shares:191.4K

Value:$45.5M

IDEX CORP /DE/

IEX|45167R104

Shares:246.8K

Value:$44.7M

WillScot Holdings Corp

WSC|971378104

Shares:383.7K

Value:$10.7M

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:13.4K

Value:$3.8M

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:1.5K

Value:$2.2M

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:2.8K

Value:$1.4M

Instrument	Shares		Other Manager	Value
TELEDYNE TECHNOLOGIES INC(TDYcusip879360105)	295.1K	QoQ +3.71% (+10.6K) YoY +16.08% (+40.9K)	All Managers (Combined)	$146.9M	QoQ +11.21% (+$14.8M) YoY +34.57% (+$37.7M)
RBC Bearings INC(RBCcusip75524B104)	420.9K	QoQ +4.24% (+17.1K) YoY +26.46% (+88.1K)	All Managers (Combined)	$135.4M	QoQ +12.13% (+$14.7M) YoY +50.51% (+$45.5M)
AMETEK INC/(AMEcusip031100100)	760.4K	QoQ +10.73% (+73.7K) YoY +72.13% (+318.7K)	All Managers (Combined)	$130.9M	QoQ +5.75% (+$7.1M) YoY +62.01% (+$50.1M)
RLI CORP(RLIcusip749607107)	1.6M	QoQ +121.53% (+851.5K) YoY +153.56% (+940.0K)	All Managers (Combined)	$124.7M	QoQ +7.96% (+$9.2M) YoY +37.19% (+$33.8M)
HEICO CORP(HEI-Acusip422806208)	566.6K	QoQ +7.89% (+41.5K) YoY +7.62% (+40.1K)	All Managers (Combined)	$119.5M	QoQ +22.32% (+$21.8M) YoY +47.49% (+$38.5M)
LINDE PLC(LINcusipG54950103)	238.4K	QoQ +7.73% (+17.1K) YoY +33.58% (+60.0K)	All Managers (Combined)	$111.0M	QoQ +19.82% (+$18.4M) YoY +33.96% (+$28.2M)
AMPHENOL CORP /DE/(APHcusip032095101)	1.6M	QoQ +16.92% (+237.4K) YoY +161.72% (+1.0M)	All Managers (Combined)	$107.6M	QoQ +10.42% (+$10.2M) YoY +48.82% (+$35.3M)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	1.3M	QoQ +6.28% (+75.3K) YoY +33.94% (+323.1K)	All Managers (Combined)	$89.5M	QoQ +3.10% (+$2.7M) YoY +6.66% (+$5.6M)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	162.1K	QoQ +7.41% (+11.2K) YoY +25.44% (+32.9K)	All Managers (Combined)	$78.9M	QoQ +12.39% (+$8.7M) YoY +16.35% (+$11.1M)
BERKLEY W R CORP(WRBcusip084423102)	1.1M	QoQ +4.89% (+49.2K) YoY +74.06% (+448.6K)	All Managers (Combined)	$75.0M	QoQ +27.55% (+$16.2M) YoY +40.05% (+$21.5M)
COPART INC(CPRTcusip217204106)	1.2M	QoQ +13.30% (+141.4K) YoY +51.09% (+407.2K)	All Managers (Combined)	$68.2M	QoQ +11.72% (+$7.2M) YoY +47.62% (+$22.0M)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	609.2K	QoQ +67.00% (+244.4K) YoY NEW(+609.2K)	All Managers (Combined)	$58.6M	QoQ +73.93% (+$24.9M) YoY NEW(+$58.6M)
GRACO INC(GGGcusip384109104)	685.0K	QoQ +15.18% (+90.3K) YoY +61.45% (+260.8K)	All Managers (Combined)	$57.2M	QoQ +14.11% (+$7.1M) YoY +44.27% (+$17.6M)
Simpson Manufacturing Co., Inc.(SSDcusip829073105)	323.2K	QoQ +12.36% (+35.6K) YoY +294.99% (+241.4K)	All Managers (Combined)	$50.8M	QoQ +6.43% (+$3.1M) YoY +202.39% (+$34.0M)
(HIFScusip433323102)	191.4K	QoQ +14.10% (+23.7K) YoY +29.13% (+43.2K)	All Managers (Combined)	$45.5M	QoQ +6.77% (+$2.9M) YoY +76.01% (+$19.7M)
IDEX CORP /DE/(IEXcusip45167R104)	246.8K	QoQ -0.51% (-1.3K) YoY -11.27% (-31.4K)	All Managers (Combined)	$44.7M	QoQ -13.97% (-$7.3M) YoY -34.20% (-$23.2M)
WillScot Holdings Corp(WSCcusip971378104)	383.7K	QoQ -17.06% (-78.9K) YoY NEW(+383.7K)	All Managers (Combined)	$10.7M	QoQ -31.07% (-$4.8M) YoY NEW(+$10.7M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	13.4K	QoQ 0.00% (+0) YoY -0.73% (-100)	All Managers (Combined)	$3.8M	QoQ +18.11% (+$583.7K) YoY +35.82% (-$1.0M)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	1.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.2M	QoQ +20.81% (+$380.0K) YoY +26.90% (+$467.7K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	2.8K	QoQ -4.21% (-125) YoY -16.22% (-550)	All Managers (Combined)	$1.4M	QoQ -8.38% (-$129.3K) YoY -28.27% (-$557.0K)