Maren Capital as of Dec. 31, 2025
Portfolio Holdings for Maren Capital
Maren Capital holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amphenol Corp Cl A (APH) | 10.9 | $203M | 1.5M | 135.14 | |
| RBC Bearings Incorporated (RBC) | 10.9 | $202M | 450k | 448.43 | |
| Teledyne Technologies Incorporated (TDY) | 9.9 | $184M | 361k | 510.73 | |
| Ametek (AME) | 9.7 | $180M | 875k | 205.31 | |
| Heico Corp Cl A (HEI.A) | 8.5 | $157M | 623k | 252.43 | |
| Linde SHS (LIN) | 8.4 | $155M | 364k | 426.39 | |
| Arch Cap Group Ord (ACGL) | 5.9 | $109M | 1.1M | 95.92 | |
| Rli (RLI) | 5.9 | $109M | 1.7M | 63.98 | |
| Canadian Pacific Kansas City (CP) | 5.0 | $94M | 1.3M | 73.63 | |
| Kinsale Cap Group (KNSL) | 4.9 | $92M | 235k | 391.12 | |
| Copart (CPRT) | 4.6 | $86M | 2.2M | 39.15 | |
| Simpson Manufacturing (SSD) | 4.4 | $83M | 512k | 161.47 | |
| Gra (GGG) | 3.5 | $65M | 789k | 81.97 | |
| Hingham Institution for Savings (HIFS) | 3.2 | $59M | 209k | 283.96 | |
| IDEX Corporation (IEX) | 2.1 | $38M | 215k | 177.94 | |
| W.R. Berkley Corporation (WRB) | 2.0 | $38M | 537k | 70.12 | |
| Progressive Corporation (PGR) | 0.2 | $3.1M | 14k | 227.72 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.2M | 2.1k | 570.88 | |
| Visa Com Cl A (V) | 0.1 | $1.2M | 3.3k | 350.71 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $582k | 964.00 | 603.28 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $234k | 465.00 | 502.65 |
