Maren Capital as of June 30, 2025
Portfolio Holdings for Maren Capital
Maren Capital holds 25 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amphenol Corp Cl A (APH) | 10.1 | $167M | 1.7M | 98.75 | |
| RBC Bearings Incorporated (RBC) | 9.9 | $165M | 429k | 384.80 | |
| Teledyne Technologies Incorporated (TDY) | 9.5 | $158M | 309k | 512.31 | |
| Heico Corp Cl A (HEI.A) | 8.9 | $148M | 570k | 258.75 | |
| Ametek (AME) | 8.8 | $146M | 805k | 180.96 | |
| Linde SHS (LIN) | 7.1 | $118M | 250k | 469.18 | |
| Rli (RLI) | 6.9 | $115M | 1.6M | 72.22 | |
| Canadian Pacific Kansas City (CP) | 6.1 | $102M | 1.3M | 79.27 | |
| Kinsale Cap Group (KNSL) | 5.1 | $85M | 176k | 483.90 | |
| W.R. Berkley Corporation (WRB) | 4.7 | $78M | 1.1M | 73.47 | |
| Copart (CPRT) | 4.4 | $74M | 1.5M | 49.07 | |
| Arch Cap Group Ord (ACGL) | 4.4 | $73M | 801k | 91.05 | |
| Gra (GGG) | 3.7 | $61M | 715k | 85.97 | |
| Simpson Manufacturing (SSD) | 3.6 | $59M | 382k | 155.31 | |
| Hingham Institution for Savings (HIFS) | 3.0 | $50M | 200k | 248.35 | |
| IDEX Corporation (IEX) | 2.5 | $41M | 236k | 175.57 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.6 | $9.7M | 353k | 27.40 | |
| Progressive Corporation (PGR) | 0.2 | $3.6M | 14k | 266.86 | |
| O'reilly Automotive (ORLY) | 0.1 | $2.1M | 23k | 90.13 | |
| Visa Com Cl A (V) | 0.1 | $1.2M | 3.4k | 355.05 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.2M | 2.1k | 561.94 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.2M | 2.8k | 405.46 | |
| Microsoft Corporation (MSFT) | 0.0 | $664k | 1.3k | 497.41 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $546k | 964.00 | 566.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $328k | 675.00 | 485.77 |
