Maren Capital as of Dec. 31, 2024
Portfolio Holdings for Maren Capital
Maren Capital holds 25 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teledyne Technologies Incorporated (TDY) | 10.1 | $132M | 285k | 464.13 | |
| Ametek (AME) | 9.5 | $124M | 687k | 180.26 | |
| RBC Bearings Incorporated (RBC) | 9.2 | $121M | 404k | 299.14 | |
| Rli (RLI) | 8.8 | $116M | 701k | 164.83 | |
| Heico Corp Cl A (HEI.A) | 7.5 | $98M | 525k | 186.08 | |
| Amphenol Corp Cl A (APH) | 7.4 | $97M | 1.4M | 69.45 | |
| Linde SHS (LIN) | 7.1 | $93M | 221k | 418.67 | |
| Canadian Pacific Kansas City (CP) | 6.6 | $87M | 1.2M | 72.37 | |
| Kinsale Cap Group (KNSL) | 5.4 | $70M | 151k | 465.13 | |
| Copart (CPRT) | 4.7 | $61M | 1.1M | 57.39 | |
| W.R. Berkley Corporation (WRB) | 4.5 | $59M | 1.0M | 58.52 | |
| IDEX Corporation (IEX) | 4.0 | $52M | 248k | 209.29 | |
| Gra (GGG) | 3.8 | $50M | 595k | 84.29 | |
| Simpson Manufacturing (SSD) | 3.6 | $48M | 288k | 165.83 | |
| Hingham Institution for Savings (HIFS) | 3.3 | $43M | 168k | 254.14 | |
| Arch Cap Group Ord (ACGL) | 2.6 | $34M | 365k | 92.35 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 1.2 | $16M | 463k | 33.45 | |
| Progressive Corporation (PGR) | 0.2 | $3.2M | 14k | 239.61 | |
| O'reilly Automotive (ORLY) | 0.1 | $1.8M | 1.5k | 1185.80 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.5M | 3.0k | 520.23 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | 2.1k | 526.57 | |
| Visa Com Cl A (V) | 0.1 | $1.1M | 3.4k | 316.04 | |
| Microsoft Corporation (MSFT) | 0.1 | $1.0M | 2.4k | 421.50 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $549k | 964.00 | 569.58 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $317k | 700.00 | 453.28 |
