Maren Capital LLC Top Holdings and 13F Report (2025) About Maren Capital LLCInvestment ActivityMaren Capital LLC has $1.66 billion in total holdings as of June 30, 2025.Maren Capital LLC owns shares of 25 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.29% of the portfolio was purchased this quarter.About 0.19% of the portfolio was sold this quarter.This quarter, Maren Capital LLC has purchased 25 new stocks and bought additional shares in 16 stocks.Maren Capital LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Amphenol $166,883,458RBC Bearings $164,904,501Teledyne Technologies $158,252,559Heico $147,483,669AMETEK $145,577,503 Largest Purchases this Quarter Arch Capital Group 191,562 shares (about $17.44M)Copart 297,050 shares (about $14.58M)Simpson Manufacturing 58,294 shares (about $9.05M)AMETEK 44,098 shares (about $7.98M)Teledyne Technologies 13,763 shares (about $7.05M) Largest Sales this Quarter IDEX 10,837 shares (about $1.90M)WillScot 30,343 shares (about $831.40K)Microsoft 900 shares (about $447.67K)Berkshire Hathaway 25 shares (about $12.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMaren Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPHAmphenol$166,883,458$4,946,980 ▲3.1%1,689,95910.1%Computer and TechnologyRBCRBC Bearings$164,904,501$2,924,480 ▲1.8%428,5469.9%IndustrialsTDYTeledyne Technologies$158,252,559$7,050,923 ▲4.7%308,9009.5%AerospaceHEI.AHeico$147,483,669$870,177 ▲0.6%569,9858.9%AerospaceAMEAMETEK$145,577,503$7,979,978 ▲5.8%804,4738.8%Computer and TechnologyLINDE PLC$117,502,075$5,626,415 ▲5.0%250,4417.1%SHSRLIRLI$115,193,616$3,104,376 ▲2.8%1,595,0386.9%FinanceCPCanadian Pacific Kansas City$101,660,468$610,855 ▲0.6%1,282,4586.1%TransportationKNSLKinsale Capital Group$85,243,657$6,808,944 ▲8.7%176,1605.1%FinanceWRBW.R. Berkley$77,545,524$77,290 ▲0.1%1,055,4724.7%FinanceCPRTCopart$73,672,079$14,576,244 ▲24.7%1,501,3674.4%Business ServicesACGLArch Capital Group$72,912,931$17,441,720 ▲31.4%800,8014.4%FinanceGGGGraco$61,441,485$2,550,731 ▲4.3%714,6853.7%IndustrialsSSDSimpson Manufacturing$59,253,728$9,053,643 ▲18.0%381,5193.6%ConstructionHIFSHingham Institution for Savings$49,702,422$2,169,581 ▲4.6%200,1313.0%FinanceIEXIDEX$41,434,521$1,902,652 ▼-4.4%236,0002.5%IndustrialsWSCWillScot$9,682,859$831,398 ▼-7.9%353,3890.6%FinancePGRProgressive$3,589,2670.0%13,4500.2%FinanceORLYO'Reilly Automotive$2,082,003$1,943,203 ▲1,400.0%23,1000.1%Retail/WholesaleVVisa$1,190,1280.0%3,3520.1%Business ServicesMAMastercard$1,171,6450.0%2,0850.1%Business ServicesTMOThermo Fisher Scientific$1,151,1010.0%2,8390.1%MedicalMSFTMicrosoft$663,545$447,669 ▼-40.3%1,3340.0%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$546,0870.0%9640.0%ETFBRK.BBerkshire Hathaway$327,895$12,144 ▼-3.6%6750.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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