Maren Capital LLC
Top Portfolio Positions
17 positions ·
$1,692,723,040 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RBC |
RBC Bearings INC
Industrials
|
441,904 | $240,006,900 | 14.18% | |
| TDY |
Teledyne Technologies Inc
Technology
|
362,122 | $219,087,431 | 12.94% | |
| LIN |
Linde PLC
Basic Materials
|
386,703 | $191,711,879 | 11.33% | |
| AME |
Ametek Inc/
Industrials
|
889,503 | $190,673,863 | 11.26% | |
| APH |
Amphenol Corp /De/
Technology
|
1,477,762 | $186,715,228 | 11.03% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
1,178,870 | $113,159,731 | 6.69% | |
| RLI |
Rli Corp
Financial Services
|
1,789,004 | $102,044,788 | 6.03% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
270,140 | $92,296,032 | 5.45% | |
| SSD |
Simpson Manufacturing Co., Inc.
Basic Materials
|
510,390 | $87,593,131 | 5.17% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
1,047,986 | $82,434,578 | 4.87% |
Portfolio Trend
10 quarters · across all stocks
Holdings in CP
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,434,578 | 1,047,986 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $93,890,987 | 1,275,173 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $100,367,677 | 1,347,398 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $101,660,445 | 1,282,458 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $89,500,337 | 1,274,752 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $86,801,591 | 1,199,414 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $91,570,398 | 1,070,498 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $80,450,880 | 1,021,858 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $83,909,625 | 951,680 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $64,322,425 | 813,590 | Shares | Sole | 2024-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||