Maren Capital as of Sept. 30, 2025
Portfolio Holdings for Maren Capital
Maren Capital holds 22 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amphenol Corp Cl A (APH) | 10.7 | $192M | 1.5M | 123.75 | |
| Teledyne Technologies Incorporated (TDY) | 10.3 | $186M | 317k | 586.04 | |
| RBC Bearings Incorporated (RBC) | 9.6 | $173M | 444k | 390.29 | |
| Ametek (AME) | 9.0 | $162M | 864k | 188.00 | |
| Heico Corp Cl A (HEI.A) | 8.5 | $152M | 599k | 254.09 | |
| Linde SHS (LIN) | 7.1 | $128M | 269k | 475.00 | |
| Rli (RLI) | 6.1 | $110M | 1.7M | 65.22 | |
| Canadian Pacific Kansas City (CP) | 5.6 | $100M | 1.3M | 74.49 | |
| Arch Cap Group Ord (ACGL) | 5.5 | $100M | 1.1M | 90.73 | |
| Copart (CPRT) | 4.9 | $88M | 2.0M | 44.97 | |
| Kinsale Cap Group (KNSL) | 4.7 | $85M | 200k | 425.26 | |
| W.R. Berkley Corporation (WRB) | 4.5 | $82M | 1.1M | 76.62 | |
| Simpson Manufacturing (SSD) | 3.9 | $71M | 423k | 167.46 | |
| Gra (GGG) | 3.6 | $65M | 770k | 84.96 | |
| Hingham Institution for Savings (HIFS) | 3.0 | $54M | 205k | 263.78 | |
| IDEX Corporation (IEX) | 2.3 | $41M | 249k | 162.76 | |
| Progressive Corporation (PGR) | 0.2 | $3.3M | 14k | 246.95 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | 2.8k | 485.02 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.2M | 2.1k | 568.81 | |
| Visa Com Cl A (V) | 0.1 | $1.1M | 3.4k | 341.38 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $575k | 964.00 | 596.03 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $339k | 675.00 | 502.74 |
