Maren Capital LLC Top Holdings and 13F Report (2025) About Maren Capital LLCInvestment ActivityMaren Capital LLC has $1.31 billion in total holdings as of December 31, 2024.Maren Capital LLC owns shares of 25 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.05% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Maren Capital LLC has purchased 27 new stocks and bought additional shares in 15 stocks.Maren Capital LLC sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings Teledyne Technologies $132,074,689AMETEK $123,772,328RBC Bearings $120,793,629RLI $115,480,328HEICO $97,723,072 Largest New Holdings this Quarter Arch Capital Group $33,689,742 Holding Largest Purchases this Quarter Arch Capital Group 364,805 shares (about $33.69M)LINDE PLC 25,950 shares (about $10.86M)Canadian Pacific Kansas City 128,916 shares (about $9.33M)AMETEK 48,170 shares (about $8.68M)HEICO 44,743 shares (about $8.33M) Largest Sales this Quarter IDEX 46,636 shares (about $9.76M)Microsoft 200 shares (about $84.30K)Progressive 100 shares (about $23.96K) 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$132,074,689$4,329,869 ▲3.4%284,56410.1%AerospaceAMEAMETEK$123,772,328$8,683,127 ▲7.5%686,6329.5%Computer and TechnologyRBCRBC Bearings$120,793,629$7,385,767 ▲6.5%403,8039.2%Industrial ProductsRLIRLI$115,480,328$4,264,809 ▲3.8%700,6038.8%FinanceHEI.AHEICO$97,723,072$8,325,777 ▲9.3%525,1677.5%AerospaceAPHAmphenol$97,401,420$2,013,773 ▲2.1%1,402,4687.4%Computer and TechnologyLINDE PLC$92,662,648$10,864,497 ▲13.3%221,3267.1%SHSCPCanadian Pacific Kansas City$86,801,562$9,329,648 ▲12.0%1,199,4146.6%TransportationKNSLKinsale Capital Group$70,187,890$4,497,327 ▲6.8%150,9005.4%FinanceCPRTCopart$61,000,634$3,667,967 ▲6.4%1,062,9144.7%Business ServicesWRBW. R. Berkley$58,824,024$1,873,109 ▲3.3%1,005,1954.5%FinanceIEXIDEX$51,928,153$9,760,440 ▼-15.8%248,1164.0%Industrial ProductsGGGGraco$50,128,374$4,083,346 ▲8.9%594,7133.8%Industrial ProductsSSDSimpson Manufacturing$47,701,296$7,649,566 ▲19.1%287,6523.6%ConstructionHIFSHingham Institution for Savings$42,626,990$1,230,803 ▲3.0%167,7303.3%FinanceACGLArch Capital Group$33,689,742$33,689,742 ▲New Holding364,8052.6%FinanceWSCWillScot Mobile Mini$15,476,445$6,617,848 ▲74.7%462,6741.2%FinancePGRProgressive$3,222,755$23,961 ▼-0.7%13,4500.2%FinanceORLYO'Reilly Automotive$1,826,1320.0%1,5400.1%Retail/WholesaleTMOThermo Fisher Scientific$1,541,9620.0%2,9640.1%MedicalMAMastercard$1,097,8980.0%2,0850.1%Business ServicesVVisa$1,059,3660.0%3,3520.1%Business ServicesMSFTMicrosoft$1,025,931$84,300 ▼-7.6%2,4340.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$549,0750.0%9640.0%ETFBRK.BBerkshire Hathaway$317,2960.0%7000.0%FinanceEQUITY COMWLTH$0$2,411,561 ▼-100.0%00.0%6.5% CNV PFD DRBCPRBC Bearings$0$695,034 ▼-100.0%00.0%IndustrialsUGIUGI$0$547,338 ▼-100.0%00.0%UtilitiesShowing 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. 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