2026 Q2 Portfolio Activity
In 2026 Q2, Maren Capital LLC maintained a portfolio of 19 distinct positions. They heavily accumulated shares in AMPHENOL CORP, increasing the position by 5.0%. Conversely, Maren Capital LLC completely exited their position in BERKLEY W R CORP.
Position History
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Total Positions
19
Quarter
2026 Q2
Top Holding
RBC (12.8%)
Top 10 Concentration
86.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-19 of 19
Maren Capital LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RBC
RBC BEARINGS IN...
|
Industrials | 12.78% | 12.55% |
#1
Prev: #1
|
6.5 |
—
|
-13,772 | -3.1% |
P
S
|
428,132 | $275,742,696 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
APH
AMPHENOL CORP
|
Technology | 12.68% | 9.77% |
#2
3
Prev: #5
|
7.5 |
—
|
74,126 | 5.0% |
P
S
|
1,551,888 | $273,628,904 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TDY
TELEDYNE TECHNO...
|
Technology | 11.65% | 11.46% |
#3
1
Prev: #2
|
5.5 |
—
|
14,806 | 4.1% |
P
S
|
376,928 | $251,373,283 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AME
AMETEK INC
|
Industrials | 10.23% | 9.97% |
#4
Prev: #4
|
5.0 |
—
|
22,463 | 2.5% |
P
S
|
911,966 | $220,641,146 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HEI/A
HEICO CORP NEW
|
Industrials | 10.11% | 8.37% |
#5
1
Prev: #6
|
6.5 |
—
|
87,978 | 11.6% |
P
S
|
845,691 | $218,112,216 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LIN
LINDE PLC
|
Basic Materials | 9.51% | 10.03% |
#6
3
Prev: #3
|
4.3 |
—
|
8,682 | 2.2% |
P
S
|
395,385 | $205,181,276 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SSD
SIMPSON MFG INC
|
Basic Materials | 4.98% | 4.58% |
#7
3
Prev: #10
|
2.5 |
—
|
2,639 | 0.5% |
P
S
|
513,029 | $107,402,638 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
RLI
RLI CORP
|
Financial Services | 4.98% | 5.34% |
#8
Prev: #8
|
2.5 |
—
|
28,366 | 1.6% |
P
S
|
1,817,370 | $107,352,023 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ACGL
ARCH CAP GROUP ...
|
Financial Services | 4.76% | 5.92% |
#9
2
Prev: #7
|
2.4 |
—
|
-121,299 | -10.3% |
P
S
|
1,057,571 | $102,647,841 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KNSL
KINSALE CAP GRO...
|
Financial Services | 4.30% | 4.83% |
#10
1
Prev: #9
|
2.2 |
—
|
11,357 | 4.2% |
P
S
|
281,497 | $92,840,412 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 4.28% | 4.31% |
#11
Prev: #11
|
2.2 |
—
|
18,696 | 1.8% |
P
S
|
1,066,682 | $92,428,019 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GGG
GRACO INC
|
Industrials | 3.58% | 3.46% |
#12
1
Prev: #13
|
3.9 |
—
|
238,487 | 30.5% |
P
S
|
1,020,271 | $77,142,704 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CPRT
COPART INC
|
Industrials | 3.26% | 4.30% |
#13
1
Prev: #12
|
1.8 |
—
|
21,095 | 0.9% |
P
S
|
2,496,614 | $70,379,549 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HIFS
HINGHAM INSTN S...
|
Financial Services | 2.76% | 3.09% |
#14
Prev: #14
|
1.6 |
—
|
-13,424 | -6.5% |
P
S
|
193,531 | $59,442,908 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.06% | 0.05% |
#15
2
Prev: #17
|
2.0 |
—
|
230 | 11.0% |
P
S
|
2,315 | $1,188,984 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
V
VISA INC
|
Financial Services | 0.05% | 0.05% |
#16
2
Prev: #18
|
0.5 |
—
|
-50 | -1.5% |
P
S
|
3,242 | $1,112,298 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.03% | 0.03% |
#17
2
Prev: #19
|
1.0 |
—
|
no change | no change |
P
S
|
964 | $678,020 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.00% | 0.13% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-12,900 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WRB
BERKLEY W R COR...
|
Financial Services | 0.00% | 1.75% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-504,611 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-19 of 19 holdings