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 TDY
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,087,431 | 362,122 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $184,166,684 | 360,595 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $185,741,275 | 316,943 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $158,252,559 | 308,900 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $146,892,636 | 295,137 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $132,074,689 | 284,564 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $120,459,350 | 275,235 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $102,673,863 | 264,637 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $109,152,463 | 254,245 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $82,699,768 | 185,305 | Shares | Sole | 2024-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||