Maren Capital LLC 13F Holdings · Q2 2026
Maren Capital LLC reported 17 securities worth $2.16B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: RBC (12.78%), APH (12.68%), TDY (11.65%). Among its top 25 positions this quarter: 12 added, 4 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RBC | RBC BEARINGS INC | $275.7M | 12.78% | 428,132 | Trimmed |
| 2 | APH | AMPHENOL CORP | $273.6M | 12.68% | 1.6M | Added |
| 3 | TDY | TELEDYNE TECHNOLOGIES INC | $251.4M | 11.65% | 376,928 | Added |
| 4 | AME | AMETEK INC | $220.6M | 10.23% | 911,966 | Added |
| 5 | HEIA | HEICO CORP NEW | $218.1M | 10.11% | 845,691 | Added |
| 6 | LIN | LINDE PLC | $205.2M | 9.51% | 395,385 | Added |
| 7 | RLI | RLI CORP | $107.4M | 4.98% | 1.8M | Added |
| 8 | SSD | SIMPSON MFG INC | $107.4M | 4.98% | 513,029 | Added |
| 9 | ACGL | ARCH CAP GROUP LTD | $102.6M | 4.76% | 1.1M | Trimmed |
| 10 | KNSL | KINSALE CAP GROUP INC | $92.8M | 4.30% | 281,497 | Added |
| 11 | CP | CANADIAN PACIFIC KANSAS CITY | $92.4M | 4.28% | 1.1M | Added |
| 12 | GGG | GRACO INC | $77.1M | 3.58% | 1.0M | Added |
| 13 | CPRT | COPART INC | $70.4M | 3.26% | 2.5M | Added |
| 14 | HIFS | HINGHAM INSTN SVGS MASS | $59.4M | 2.76% | 193,531 | Trimmed |
| 15 | MA | MASTERCARD INCORPORATED | $1.2M | 0.06% | 2,315 | Added |
| 16 | V | VISA INC | $1.1M | 0.05% | 3,242 | Trimmed |
| 17 | MDY | STATE STR SPDR S&P MIDCAP 40 | $678,020 | 0.03% | 964 | Hold |
| 18 | PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | Exited |
| 19 | WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR