Maren Capital LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Maren Capital LLC reported 17 stock positions worth $2.2 billion. Its top holding was RBC Bearings (RBC) at 12.8% of the portfolio, followed by Amphenol Class A (APH, 12.7%) and Teledyne Technologies (TDY, 11.7%). Compared with Q1 2026, it sold out of 2, added to 12 and reduced 4. The biggest buy was Amphenol Class A (APH, shares +5%) and the biggest sale an exit from WR Berkley (WRB).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001961415
Portfolio Value
$2.2B (Q2 2026)
SEC Filing
0001420506-26-001591 ↗ filed Aug 13, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.0B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.5B Q1 2025 Q2 2025: $1.7B Q2 2025 Q3 2025: $1.8B Q3 2025 Q4 2025: $1.9B Q4 2025 Q1 2026: $1.9B Q1 2026 Q2 2026: $2.2B $2.2B Q2 2026

Holdings 17 stocks · $2.2B
RBC RBC Bearings Inc. 12.78% 428,132 $275.7M Reduce -3.1%
APH Amphenol Corp. Class A 12.68% 1,551,888 $273.6M Add +5.0%
TDY Teledyne Technologies Inc. 11.65% 376,928 $251.4M Add +4.1%
AME Ametek Inc. 10.23% 911,966 $220.6M Add +2.5%
HEI.A Heico Corp. Class A 10.11% 845,691 $218.1M Add +11.6%
LIN Linde PLC 9.51% 395,385 $205.2M Add +2.3%
SSD Simpson Manufacturing Co. Inc. 4.98% 513,029 $107.4M Add +0.5%
RLI Rli Corp. 4.98% 1,817,370 $107.4M Add +1.6%
ACGL Arch Capital Group Ltd. 4.76% 1,057,571 $102.6M Reduce -10.3%
KNSL Kinsale Capital Group Inc. 4.30% 281,497 $92.8M Add +4.2%
CP Canadian Pacific Kansas City 4.28% 1,066,682 $92.4M Add +1.8%
GGG Graco Inc. 3.58% 1,020,271 $77.1M Add +30.5%
CPRT Copart Inc. 3.26% 2,496,614 $70.4M Add +0.8%
HIFS Hingham Institution for SVGS 2.76% 193,531 $59.4M Reduce -6.5%
MA Mastercard Inc. Class A 0.06% 2,315 $1.2M Add +11.0%
V Visa Inc. Class A 0.05% 3,242 $1.1M Reduce -1.5%
MDY State Street SPDR S&P Midcap 0.03% 964 $678K No change

Portfolio Sells Q1 2026 → Q2 2026
WRB WR Berkley Corp. Sold out 0.00% −1.75
ACGL Arch Capital Group Ltd. Reduce -10.3% 4.76% −1.16
HIFS Hingham Institution for SVGS Reduce -6.5% 2.76% −0.34
PGR Progressive Corp. Sold out 0.00% −0.13
V Visa Inc. Class A Reduce -1.5% 0.05% −0.00
RBC RBC Bearings Inc. Reduce -3.1% 12.78% +0.23

Portfolio Buys Q1 2026 → Q2 2026
APH Amphenol Corp. Class A Add +5.0% 12.68% +2.92
HEI.A Heico Corp. Class A Add +11.6% 10.11% +1.74
SSD Simpson Manufacturing Co. Inc. Add +0.5% 4.98% +0.40
AME Ametek Inc. Add +2.5% 10.23% +0.25
TDY Teledyne Technologies Inc. Add +4.1% 11.65% +0.19
GGG Graco Inc. Add +30.5% 3.58% +0.11
MA Mastercard Inc. Class A Add +11.0% 0.06% +0.00
CP Canadian Pacific Kansas City Add +1.8% 4.28% −0.03
RLI Rli Corp. Add +1.6% 4.98% −0.36
LIN Linde PLC Add +2.3% 9.51% −0.52
KNSL Kinsale Capital Group Inc. Add +4.2% 4.30% −0.52
CPRT Copart Inc. Add +0.8% 3.26% −1.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 17$2.2BRBC, APH, TDY, AME, HEI.A
Q1 2026 19$1.9BRBC, TDY, LIN, AME, APH
Q4 2025 21$1.9BAPH, RBC, TDY, AME, HEI.A
Q3 2025 22$1.8BAPH, TDY, RBC, AME, HEI.A
Q2 2025 25$1.7BAPH, RBC, TDY, HEI.A, AME
Q1 2025 25$1.5BTDY, RBC, AME, RLI, HEI.A
Q4 2024 25$1.3BTDY, AME, RBC, RLI, HEI.A
Q3 2024 25$1.2BTDY, RBC, AME, RLI, HEI.A
Q2 2024 24$1.0BTDY, RBC, RLI, AME, HEI.A
Q1 2024 24$1.0BTDY, RLI, RBC, CP, LIN