Q1 2026 · 13F-HR
Maren Capital LLCholdings as filed
Filed 2026-05-14 · accession 0001420506-26-000993
$1.91B
Reported value
19
Positions
2026-03-31
Period end
The Brief · Maren Capital LLC · Q1 2026
AI · grounded in 13F
Maren Capital LLC closed its entire position in IDEX CORP IEX, reducing its exposure by $38.26M. The fund increased its holdings in LINDE PLC LIN by 6.17% and ARCH CAP GROUP LTD ACGL by 3.81%. Additionally, the fund trimmed its stake in CANADIAN PACIFIC KANSAS CITY CP by 17.82%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 75524B104 | RBC | RBC BEARINGS INC | $240.0M | 12.6% | 441,904 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $219.1M | 11.5% | 362,122 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $191.7M | 10.0% | 386,703 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $190.7M | 9.97% | 889,503 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP | $186.7M | 9.77% | 1,477,762 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $159.9M | 8.37% | 757,713 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $113.2M | 5.92% | 1,178,870 | Common | SOLE |
| 749607107 | RLI | RLI CORP | $102.0M | 5.34% | 1,789,004 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $92.3M | 4.83% | 270,140 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC | $87.6M | 4.58% | 510,390 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $82.4M | 4.31% | 1,047,986 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $82.2M | 4.30% | 2,475,519 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $66.2M | 3.46% | 781,784 | Common | SOLE |
| 433323102 | HIFS | HINGHAM INSTN SVGS MASS | $59.2M | 3.09% | 206,955 | Common | SOLE |
| 084423102 | WRB | BERKLEY W R CORP | $33.4M | 1.75% | 504,611 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $2.6M | 0.13% | 12,900 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.0M | 0.05% | 2,085 | Common | SOLE |
| 92826C839 | V | VISA INC | $994,974 | 0.05% | 3,292 | Common | SOLE |
| 78467Y107 | MDY | STATE STR SPDR S&P MIDCAP 40 | $594,557 | 0.03% | 964 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.