Maren Capital LLC: 13F holdings
CIK 19614152026Q2
| Positions | 17 |
|---|
| Reported value | $2.2bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 17 (-2 vs prior quarter) |
|---|
| Reported value | $2.2bn (+12.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RBC RBC BEARINGS INC | 428,132 | $275.7m | 12.8% |
| APH AMPHENOL CORP | 1,551,888 | $273.6m | 12.7% |
| TDY TELEDYNE TECHNOLOGIES INC | 376,928 | $251.4m | 11.7% |
| AME AMETEK INC | 911,966 | $220.6m | 10.2% |
| HEI.A HEICO CORP NEW | 845,691 | $218.1m | 10.1% |
| LINDE PLC | 395,385 | $205.2m | 9.5% |
| SSD SIMPSON MFG INC | 513,029 | $107.4m | 5.0% |
| RLI RLI CORP | 1,817,370 | $107.4m | 5.0% |
| ACGL ARCH CAP GROUP LTD | 1,057,571 | $102.6m | 4.8% |
| KNSL KINSALE CAP GROUP INC | 281,497 | $92.8m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1961415")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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