Maren Capital LLC Top Holdings and 13F Report (2024) About Maren Capital LLCInvestment ActivityMaren Capital LLC has $1.22 billion in total holdings as of September 30, 2024.Maren Capital LLC owns shares of 27 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 7.95% of the portfolio was purchased this quarter.About 0.02% of the portfolio was sold this quarter.This quarter, Maren Capital LLC has purchased 26 new stocks and bought additional shares in 16 stocks.Maren Capital LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Teledyne Technologies $120,459,350RBC Bearings $113,498,850AMETEK $109,630,240RLI $104,569,549HEICO $97,891,191 Largest New Holdings this Quarter WillScot Mobile Mini $9,957,646 Holding Largest Purchases this Quarter W. R. Berkley 333,132 shares (about $18.90M)AMETEK 102,021 shares (about $17.52M)WillScot Mobile Mini 264,831 shares (about $9.96M)Copart 188,617 shares (about $9.88M)Simpson Manufacturing 42,227 shares (about $8.08M) Largest Sales this Quarter Microsoft 500 shares (about $215.15K)Berkshire Hathaway 100 shares (about $46.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMaren Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTDYTeledyne Technologies$120,459,350$4,638,321 ▲4.0%275,2359.9%AerospaceRBCRBC Bearings$113,498,850$4,135,037 ▲3.8%379,1139.3%Industrial ProductsAMEAMETEK$109,630,240$17,518,015 ▲19.0%638,4629.0%Computer and TechnologyRLIRLI$104,569,549$4,330,143 ▲4.3%674,7298.6%FinanceHEI.AHEICO$97,891,191$137,742 ▲0.1%480,4248.1%AerospaceLINDE PLC$93,167,043$1,501,633 ▲1.6%195,3767.7%SHSCPCanadian Pacific Kansas City$91,570,430$4,160,667 ▲4.8%1,070,4987.5%TransportationAPHAmphenol$89,495,441$7,132,284 ▲8.7%1,373,4727.4%Computer and TechnologyKNSLKinsale Capital Group$65,753,104$299,362 ▲0.5%141,2315.4%FinanceIEXIDEX$63,224,206$375,803 ▲0.6%294,7525.2%Industrial ProductsWRBW. R. Berkley$55,208,895$18,898,577 ▲52.0%973,1874.5%FinanceCPRTCopart$52,347,652$9,883,531 ▲23.3%999,0014.3%Business ServicesGGGGraco$47,803,968$3,849,125 ▲8.8%546,2693.9%Industrial ProductsSSDSimpson Manufacturing$46,196,055$8,076,750 ▲21.2%241,5233.8%ConstructionHIFSHingham Institution for Savings$39,632,033$1,561,077 ▲4.1%162,8873.3%FinanceWSCWillScot Mobile Mini$9,957,646$9,957,646 ▲New Holding264,8310.8%FinancePGRProgressive$3,438,4480.0%13,5500.3%FinanceEQUITY COMWLTH$2,411,561$84,537 ▲3.6%95,5070.2%6.5% CNV PFD DTMOThermo Fisher Scientific$1,833,4410.0%2,9640.2%MedicalORLYO'Reilly Automotive$1,773,4640.0%1,5400.1%Retail/WholesaleMSFTMicrosoft$1,133,410$215,150 ▼-16.0%2,6340.1%Computer and TechnologyMAMastercard$1,029,5730.0%2,0850.1%Business ServicesVVisa$921,6320.0%3,3520.1%Business ServicesRBCPRBC Bearings$695,0340.0%5,2400.1%IndustrialsMDYSPDR S&P MidCap 400 ETF Trust$549,1520.0%9640.0%ETFUGIUGI$547,3380.0%21,8760.0%UtilitiesBRK.BBerkshire Hathaway$322,182$46,026 ▼-12.5%7000.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
