Maren Capital LLC
Filing Date
Global Rank
#1,448
/ 8,795
▼ 89
· as of Jun 2026
Top Industry
Electronic Components
23.1%
Period ended 3 months ago
Filed Aug 13, 2026 · 54d
11 quarters · since Dec 2023
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
23.1%
+4.8 pts
Top 5
63.8%
+4.2 pts
Top 10
89.8%
+3.0 pts
HHI
1,136
Diversified+169
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 40.2% | $954,446,147 |
| Technology | 33.7% | $798,631,067 |
| Basic Materials | 13.2% | $312,583,712 |
| Financial Services | 12.9% | $305,141,692 |
| Unclassified | 0.0% | $678,019 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GGG | Graco Inc | +238,487 | 1,020,271 | $77,142,690 | |
| HEI | Heico Corp | +87,978 | 845,691 | $218,112,165 | |
| APH | Amphenol Corp /De/ | +74,126 | 1,551,888 | $547,257,784 | |
| RLI | Rli Corp | +28,366 | 1,817,370 | $107,352,045 | |
| AME | Ametek Inc/ | +22,463 | 911,966 | $220,641,054 | |
| CPRT | Copart Inc | +21,095 | 2,496,614 | $70,379,548 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | +18,696 | 1,066,682 | $92,427,995 | |
| TDY | Teledyne Technologies Inc | +14,806 | 376,928 | $251,373,283 | |
| KNSL | Kinsale Capital Group, Inc. | +11,357 | 281,497 | $92,840,525 | |
| LIN | Linde PLC | +8,682 | 395,385 | $205,181,091 | |
| SSD | Simpson Manufacturing Co., Inc. | +2,639 | 513,029 | $107,402,621 | |
| MA | Mastercard Inc | +230 | 2,315 | $1,188,984 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
16 tracked positions ·
$2,371,480,637 total
· filing declares
17 positions · $2,157,294,917
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| APH |
Amphenol Corp /De/
Technology
|
Added | 1,551,888 | $547,257,784 | 23.08% | |
| RBC |
RBC Bearings INC
Industrials
|
Reduced | 428,132 | $275,742,695 | 11.63% | |
| TDY |
Teledyne Technologies Inc
Technology
|
Added | 376,928 | $251,373,283 | 10.60% | |
| AME |
Ametek Inc/
Industrials
|
Added | 911,966 | $220,641,054 | 9.30% | |
| HEI |
Heico Corp
Industrials
|
Added | 845,691 | $218,112,165 | 9.20% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 395,385 | $205,181,091 | 8.65% | |
| SSD |
Simpson Manufacturing Co., Inc.
Basic Materials
|
Added | 513,029 | $107,402,621 | 4.53% | |
| RLI |
Rli Corp
Financial Services
|
Added | 1,817,370 | $107,352,045 | 4.53% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
Reduced | 1,057,571 | $102,647,841 | 4.33% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
Added | 281,497 | $92,840,525 | 3.91% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Added | 1,066,682 | $92,427,995 | 3.90% | |
| GGG |
Graco Inc
Industrials
|
Added | 1,020,271 | $77,142,690 | 3.25% | |
| CPRT |
Copart Inc
Industrials
|
Added | 2,496,614 | $70,379,548 | 2.97% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,315 | $1,188,984 | 0.05% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,242 | $1,112,297 | 0.05% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 964 | $678,019 | 0.03% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.