Holders — by stockHoldings — by fund
Maren Capital LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1961415
$2.16B
disclosed book value
17
positions
12.8%
largest position share
Positions, as of 2026-06-30
top 17 of 17 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | RBCRBC BEARINGS INC | 428,132 | $275.7M | 12.8% |
| 2 | APHAMPHENOL CORP | 1.6M | $273.6M | 12.7% |
| 3 | TDYTELEDYNE TECHNOLOGIES INC | 376,928 | $251.4M | 11.7% |
| 4 | AMEAMETEK INC | 911,966 | $220.6M | 10.2% |
| 5 | HEI/AHEICO CORP NEW | 845,691 | $218.1M | 10.1% |
| 6 | LINDE PLC | 395,385 | $205.2M | 9.5% |
| 7 | SSDSIMPSON MFG INC | 513,029 | $107.4M | 5% |
| 8 | RLIRLI CORP | 1.8M | $107.4M | 5% |
| 9 | ARCH CAP GROUP LTD | 1.1M | $102.6M | 4.8% |
| 10 | KNSLKINSALE CAP GROUP INC | 281,497 | $92.8M | 4.3% |
| 11 | CPCANADIAN PACIFIC KANSAS CITY | 1.1M | $92.4M | 4.3% |
| 12 | GGGGRACO INC | 1.0M | $77.1M | 3.6% |
| 13 | CPRTCOPART INC | 2.5M | $70.4M | 3.3% |
| 14 | HIFSHINGHAM INSTN SVGS MASS | 193,531 | $59.4M | 2.8% |
| 15 | MAMASTERCARD INCORPORATED | 2,315 | $1.2M | 0.1% |
| 16 | VVISA INC | 3,242 | $1.1M | 0.1% |
| 17 | MDYSTATE STR SPDR S&P MIDCAP 40 | 964 | $678,020 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.