Maren Capital LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Maren Capital LLC reported 25 stock positions worth $1.7 billion. Its top holding was Amphenol Class A (APH) at 10.1% of the portfolio, followed by RBC Bearings (RBC, 9.9%) and Teledyne Technologies (TDY, 9.5%). Compared with Q1 2025, it added to 15 and reduced 4. The biggest buy was Amphenol Class A (APH, shares +3%) and the biggest sale Idex (IEX, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001961415
- Portfolio Value
- $1.7B (Q2 2025)
- SEC Filing
- 0001941040-25-000482 ↗ filed Aug 13, 2025
Holdings Value
Holdings 25 stocks · $1.7B
| APH Amphenol Corp. Class A | 10.06% | 1,689,959 | $166.9M | Add +3.0% |
| RBC RBC Bearings Inc. | 9.94% | 428,546 | $164.9M | Add +1.8% |
| TDY Teledyne Technologies Inc. | 9.54% | 308,900 | $158.3M | Add +4.7% |
| HEI.A Heico Corp. Class A | 8.89% | 569,985 | $147.5M | Add +0.6% |
| AME Ametek Inc. | 8.77% | 804,473 | $145.6M | Add +5.8% |
| LIN Linde PLC | 7.08% | 250,441 | $117.5M | Add +5.0% |
| RLI Rli Corp. | 6.94% | 1,595,038 | $115.2M | Add +2.8% |
| CP Canadian Pacific Kansas City | 6.13% | 1,282,458 | $101.7M | Add +0.6% |
| KNSL Kinsale Capital Group Inc. | 5.14% | 176,160 | $85.2M | Add +8.7% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 4.67% | 1,055,472 | $77.5M | Add +0.1% |
| CPRT Copart Inc. | 4.44% | 1,501,367 | $73.7M | Add +24.7% |
| ACGL Arch Capital Group Ltd. | 4.39% | 800,801 | $72.9M | Add +31.4% |
| GGG Graco Inc. | 3.70% | 714,685 | $61.4M | Add +4.3% |
| SSD Simpson Manufacturing Co. Inc. | 3.57% | 381,519 | $59.3M | Add +18.0% |
| HIFS Hingham Institution for SVGS | 3.00% | 200,131 | $49.7M | Add +4.6% |
| IEX Idex Corp. | 2.50% | 236,000 | $41.4M | Reduce -4.4% |
| WSC Willscot Holdings Corp. | 0.58% | 353,389 | $9.7M | Reduce -7.9% |
| PGR Progressive Corp. | 0.22% | 13,450 | $3.6M | No change |
| ORLY O'reilly Automotive Inc. | 0.13% | 23,100 | $2.1M | No change |
| V Visa Inc. Class A | 0.07% | 3,352 | $1.2M | No change |
| MA Mastercard Inc. Class A | 0.07% | 2,085 | $1.2M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 2,839 | $1.2M | No change |
| MSFT Microsoft Corp. | 0.04% | 1,334 | $664K | Reduce -40.3% |
| MDY State Street SPDR S&P Midcap | 0.03% | 964 | $546K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.02% | 675 | $328K | Reduce -3.6% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| APH Amphenol Corp. Class A | Add +3.0% | 10.06% | +2.72 |
| HEI.A Heico Corp. Class A | Add +0.6% | 8.89% | +0.74 |
| RBC RBC Bearings Inc. | Add +1.8% | 9.94% | +0.70 |
| ACGL Arch Capital Group Ltd. | Add +31.4% | 4.39% | +0.40 |
| SSD Simpson Manufacturing Co. Inc. | Add +18.0% | 3.57% | +0.11 |
| CP Canadian Pacific Kansas City | Add +0.6% | 6.13% | +0.02 |
| HIFS Hingham Institution for SVGS | Add +4.6% | 3.00% | −0.11 |
| AME Ametek Inc. | Add +5.8% | 8.77% | −0.15 |
| GGG Graco Inc. | Add +4.3% | 3.70% | −0.20 |
| CPRT Copart Inc. | Add +24.7% | 4.44% | −0.21 |
| KNSL Kinsale Capital Group Inc. | Add +8.7% | 5.14% | −0.24 |
| WRB WR Berkley Corp. | Add +0.1% | 4.67% | −0.44 |
| TDY Teledyne Technologies Inc. | Add +4.7% | 9.54% | −0.48 |
| LIN Linde PLC | Add +5.0% | 7.08% | −0.49 |
| RLI Rli Corp. | Add +2.8% | 6.94% | −1.56 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $2.2B | RBC, APH, TDY, AME, HEI.A |
| Q1 2026 | 19 | $1.9B | RBC, TDY, LIN, AME, APH |
| Q4 2025 | 21 | $1.9B | APH, RBC, TDY, AME, HEI.A |
| Q3 2025 | 22 | $1.8B | APH, TDY, RBC, AME, HEI.A |
| Q2 2025 | 25 | $1.7B | APH, RBC, TDY, HEI.A, AME |
| Q1 2025 | 25 | $1.5B | TDY, RBC, AME, RLI, HEI.A |
| Q4 2024 | 25 | $1.3B | TDY, AME, RBC, RLI, HEI.A |
| Q3 2024 | 25 | $1.2B | TDY, RBC, AME, RLI, HEI.A |
| Q2 2024 | 24 | $1.0B | TDY, RBC, RLI, AME, HEI.A |
| Q1 2024 | 24 | $1.0B | TDY, RLI, RBC, CP, LIN |