Maren Capital LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Maren Capital LLC reported 22 stock positions worth $1.8 billion. Its top holding was Amphenol Class A (APH) at 10.7% of the portfolio, followed by Teledyne Technologies (TDY, 10.3%) and RBC Bearings (RBC, 9.6%). Compared with Q2 2025, it sold out of 3, added to 15 and reduced 1. The biggest buy was Arch Capital (ACGL, shares +37%) and the biggest sale an exit from Willscot (WSC).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001961415
- Portfolio Value
- $1.8B (Q3 2025)
- SEC Filing
- 0001420506-25-003196 ↗ filed Nov 13, 2025
Holdings Value
Holdings 22 stocks · $1.8B
| APH Amphenol Corp. Class A | 10.67% | 1,549,407 | $191.7M | Reduce -8.3% |
| TDY Teledyne Technologies Inc. | 10.34% | 316,943 | $185.7M | Add +2.6% |
| RBC RBC Bearings Inc. | 9.65% | 443,941 | $173.3M | Add +3.6% |
| AME Ametek Inc. | 9.04% | 863,983 | $162.4M | Add +7.4% |
| HEI.A Heico Corp. Class A | 8.47% | 598,490 | $152.1M | Add +5.0% |
| LIN Linde PLC | 7.12% | 269,237 | $127.9M | Add +7.5% |
| RLI Rli Corp. | 6.13% | 1,689,314 | $110.2M | Add +5.9% |
| CP Canadian Pacific Kansas City | 5.59% | 1,347,398 | $100.4M | Add +5.1% |
| ACGL Arch Capital Group Ltd. | 5.54% | 1,096,213 | $99.5M | Add +36.9% |
| CPRT Copart Inc. | 4.89% | 1,953,340 | $87.8M | Add +30.1% |
| KNSL Kinsale Capital Group Inc. | 4.73% | 199,820 | $85.0M | Add +13.4% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 4.54% | 1,063,825 | $81.5M | Add +0.8% |
| SSD Simpson Manufacturing Co. Inc. | 3.94% | 423,089 | $70.9M | Add +10.9% |
| GGG Graco Inc. | 3.64% | 769,473 | $65.4M | Add +7.7% |
| HIFS Hingham Institution for SVGS | 3.01% | 204,933 | $54.1M | Add +2.4% |
| IEX Idex Corp. | 2.26% | 248,908 | $40.5M | Add +5.5% |
| PGR Progressive Corp. | 0.18% | 13,450 | $3.3M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.08% | 2,839 | $1.4M | No change |
| MA Mastercard Inc. Class A | 0.07% | 2,085 | $1.2M | No change |
| V Visa Inc. Class A | 0.06% | 3,352 | $1.1M | No change |
| MDY State Street SPDR S&P Midcap | 0.03% | 964 | $575K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.02% | 675 | $339K | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| ACGL Arch Capital Group Ltd. | Add +36.9% | 5.54% | +1.14 |
| TDY Teledyne Technologies Inc. | Add +2.6% | 10.34% | +0.80 |
| CPRT Copart Inc. | Add +30.1% | 4.89% | +0.45 |
| SSD Simpson Manufacturing Co. Inc. | Add +10.9% | 3.94% | +0.37 |
| AME Ametek Inc. | Add +7.4% | 9.04% | +0.27 |
| LIN Linde PLC | Add +7.5% | 7.12% | +0.04 |
| HIFS Hingham Institution for SVGS | Add +2.4% | 3.01% | +0.01 |
| GGG Graco Inc. | Add +7.7% | 3.64% | −0.06 |
| WRB WR Berkley Corp. | Add +0.8% | 4.54% | −0.14 |
| IEX Idex Corp. | Add +5.5% | 2.26% | −0.24 |
| RBC RBC Bearings Inc. | Add +3.6% | 9.65% | −0.29 |
| KNSL Kinsale Capital Group Inc. | Add +13.4% | 4.73% | −0.41 |
| HEI.A Heico Corp. Class A | Add +5.0% | 8.47% | −0.42 |
| CP Canadian Pacific Kansas City | Add +5.1% | 5.59% | −0.54 |
| RLI Rli Corp. | Add +5.9% | 6.13% | −0.81 |
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 |