The Analysis of Maren Capital LLC's Holdings

Currently, Maren Capital LLC holds 22 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in ACGL (+295.4K shares, valued at $26.8M), CPRT (+452.0K shares, valued at $20.3M), AME (+59.5K shares, valued at $11.2M); decreased their positions in APH (-140.6K shares, valued at $17.4M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

APH AMPHENOL CORP NEW1.5M shares-8.32%2025-09-302025-11-13

TDY TELEDYNE TECHNOLOGIES INC316.9K shares2.60%2025-09-302025-11-13

RBC RBC BEARINGS INC443.9K shares3.59%2025-09-302025-11-13

AME AMETEK INC864.0K shares7.40%2025-09-302025-11-13

HEI.A HEICO CORP NEW598.5K shares5.00%2025-09-302025-11-13

LIN LINDE PLC269.2K shares7.51%2025-09-302025-11-13

RLI RLI CORP1.7M shares5.91%2025-09-302025-11-13

CP CANADIAN PACIFIC KANSAS CITY1.3M shares5.06%2025-09-302025-11-13

Sponsored

ACGL ARCH CAP GROUP LTD1.1M shares36.89%2025-09-302025-11-13

CPRT COPART INC2.0M shares30.10%2025-09-302025-11-13

KNSL KINSALE CAP GROUP INC199.8K shares13.43%2025-09-302025-11-13

WRB BERKLEY W R CORP1.1M shares0.79%2025-09-302025-11-13

SSD SIMPSON MFG INC423.1K shares10.90%2025-09-302025-11-13

GGG GRACO INC769.5K shares7.67%2025-09-302025-11-13

HIFS HINGHAM INSTN SVGS MASS204.9K shares2.40%2025-09-302025-11-13

IEX IDEX CORP248.9K shares5.47%2025-09-302025-11-13

Sponsored

PGR PROGRESSIVE CORP13.4K shares0.00%2025-09-302025-11-13

TMO THERMO FISHER SCIENTIFIC INC2.8K shares0.00%2025-09-302025-11-13

MA MASTERCARD INCORPORATED2.1K shares0.00%2025-09-302025-11-13

V VISA INC3.4K shares0.00%2025-09-302025-11-13

MDY SPDR S&P MIDCAP 400 ETF TR964 shares0.00%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL675 shares0.00%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available