Maren Capital LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Maren Capital LLC reported 19 stock positions worth $1.9 billion. Its top holding was RBC Bearings (RBC) at 12.6% of the portfolio, followed by Teledyne Technologies (TDY, 11.5%) and Linde (LIN, 10.0%). Compared with Q4 2025, it sold out of 2, added to 8 and reduced 8. The biggest buy was Linde (LIN, shares +6%) and the biggest sale an exit from Idex (IEX).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001961415
- Portfolio Value
- $1.9B (Q1 2026)
- SEC Filing
- 0001420506-26-000993 ↗ filed May 14, 2026
Holdings Value
Holdings 19 stocks · $1.9B
| RBC RBC Bearings Inc. | 12.55% | 441,904 | $240.0M | Reduce -1.9% |
| TDY Teledyne Technologies Inc. | 11.46% | 362,122 | $219.1M | Add +0.4% |
| LIN Linde PLC | 10.03% | 386,703 | $191.7M | Add +6.2% |
| AME Ametek Inc. | 9.97% | 889,503 | $190.7M | Add +1.6% |
| APH Amphenol Corp. Class A | 9.77% | 1,477,762 | $186.7M | Reduce -1.4% |
| HEI.A Heico Corp. Class A | 8.37% | 757,713 | $159.9M | Add +21.6% |
| ACGL Arch Capital Group Ltd. | 5.92% | 1,178,870 | $113.2M | Add +3.8% |
| RLI Rli Corp. | 5.34% | 1,789,004 | $102.0M | Add +5.2% |
| KNSL Kinsale Capital Group Inc. | 4.83% | 270,140 | $92.3M | Add +15.1% |
| SSD Simpson Manufacturing Co. Inc. | 4.58% | 510,390 | $87.6M | Reduce -0.3% |
| CP Canadian Pacific Kansas City | 4.31% | 1,047,986 | $82.4M | Reduce -17.8% |
| CPRT Copart Inc. | 4.30% | 2,475,519 | $82.2M | Add +12.1% |
| GGG Graco Inc. | 3.46% | 781,784 | $66.2M | Reduce -0.9% |
| HIFS Hingham Institution for SVGS | 3.09% | 206,955 | $59.2M | Reduce -0.8% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 1.75% | 504,611 | $33.4M | Reduce -5.9% |
| PGR Progressive Corp. | 0.13% | 12,900 | $2.6M | Reduce -4.1% |
| MA Mastercard Inc. Class A | 0.05% | 2,085 | $1.0M | No change |
| V Visa Inc. Class A | 0.05% | 3,292 | $995K | No change |
| MDY State Street SPDR S&P Midcap | 0.03% | 964 | $595K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| IEX Idex Corp. | Sold out | 0.00% | −2.06 |
| APH Amphenol Corp. Class A | Reduce -1.4% | 9.77% | −1.12 |
| CP Canadian Pacific Kansas City | Reduce -17.8% | 4.31% | −0.74 |
| WRB WR Berkley Corp. | Reduce -5.9% | 1.75% | −0.27 |
| HIFS Hingham Institution for SVGS | Reduce -0.8% | 3.09% | −0.09 |
| PGR Progressive Corp. | Reduce -4.1% | 0.13% | −0.03 |
| GGG Graco Inc. | Reduce -0.9% | 3.46% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.01 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -0.3% | 4.58% | +0.14 |
| RBC RBC Bearings Inc. | Reduce -1.9% | 12.55% | +1.69 |
Portfolio Buys Q4 2025 → Q1 2026
| LIN Linde PLC | Add +6.2% | 10.03% | +1.68 |
| TDY Teledyne Technologies Inc. | Add +0.4% | 11.46% | +1.55 |
| AME Ametek Inc. | Add +1.6% | 9.97% | +0.31 |
| ACGL Arch Capital Group Ltd. | Add +3.8% | 5.92% | +0.06 |
| HEI.A Heico Corp. Class A | Add +21.6% | 8.37% | −0.09 |
| KNSL Kinsale Capital Group Inc. | Add +15.1% | 4.83% | −0.11 |
| CPRT Copart Inc. | Add +12.1% | 4.30% | −0.35 |
| RLI Rli Corp. | Add +5.2% | 5.34% | −0.52 |
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 |