Maren Capital as of March 31, 2025
Portfolio Holdings for Maren Capital
Maren Capital holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teledyne Technologies Incorporated (TDY) | 10.0 | $147M | 295k | 497.71 | |
| RBC Bearings Incorporated (RBC) | 9.2 | $135M | 421k | 321.77 | |
| Ametek (AME) | 8.9 | $131M | 760k | 172.14 | |
| Rli (RLI) | 8.5 | $125M | 1.6M | 80.33 | |
| Heico Corp Cl A (HEI.A) | 8.2 | $120M | 567k | 210.97 | |
| Linde SHS (LIN) | 7.6 | $111M | 238k | 465.64 | |
| Amphenol Corp Cl A (APH) | 7.3 | $108M | 1.6M | 65.59 | |
| Canadian Pacific Kansas City (CP) | 6.1 | $90M | 1.3M | 70.21 | |
| Kinsale Cap Group (KNSL) | 5.4 | $79M | 162k | 486.71 | |
| W.R. Berkley Corporation (WRB) | 5.1 | $75M | 1.1M | 71.16 | |
| Copart (CPRT) | 4.6 | $68M | 1.2M | 56.59 | |
| Arch Cap Group Ord (ACGL) | 4.0 | $59M | 609k | 96.18 | |
| Gra (GGG) | 3.9 | $57M | 685k | 83.51 | |
| Simpson Manufacturing (SSD) | 3.5 | $51M | 323k | 157.08 | |
| Hingham Institution for Savings (HIFS) | 3.1 | $46M | 191k | 237.80 | |
| IDEX Corporation (IEX) | 3.0 | $45M | 247k | 180.97 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.7 | $11M | 384k | 27.80 | |
| Progressive Corporation (PGR) | 0.3 | $3.8M | 14k | 283.01 | |
| O'reilly Automotive (ORLY) | 0.2 | $2.2M | 1.5k | 1432.58 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | 2.8k | 497.60 | |
| Visa Com Cl A (V) | 0.1 | $1.2M | 3.4k | 350.46 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | 2.1k | 548.12 | |
| Microsoft Corporation (MSFT) | 0.1 | $839k | 2.2k | 375.39 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $514k | 964.00 | 533.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $373k | 700.00 | 532.58 |
