MAREN CAPITAL LLC

Filed: 11/13/2025ACC: 0001420506-25-003196

📋 What this filing means

MAREN CAPITAL LLC filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $1.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$1.80B

Total AUM (reported)

13.06M

Total Shares

Allocation by class

COM$1.22B68.0%

CL A$345.00M19.2%

SHS$127.89M7.1%

ORD$99.46M5.5%

COM CL A$1.14M0.1%

UTSER1 S&PDCRP$574.6K0.0%

CL B NEW$339.4K0.0%

Portfolio Concentration

Top 3$550.75M30.7%

4–10$840.23M46.8%

11–25$405.22M22.6%

Top 3 weight

30.7%

Top 10 weight

77.4%

Voting Authority Distribution

Total shares with voting rights: 13.06M

Sole

Full voting authority

11.78M

% of voting shares90.2%

Shared

Joint voting authority

1.27M

% of voting shares9.8%

None

No voting authority

5.18K

% of voting shares0.0%

Investment Discretion (by position count)

Sole22

Shared0

Other0

Dominant voting typeSole · 90.2% of voting shares

Institutional Holdings22

Rows:

AMPHENOL CORP NEW

SOLE

CL A

Shares1.55M

TypeSH

Market value$191.74M

10.67%

Sole

1.39M

Shared

155.46K

None

627.00

TELEDYNE TECHNOLOGIES INC

SOLE

COM

Shares316.94K

TypeSH

Market value$185.74M

10.34%

Sole

285.54K

Shared

31.27K

None

126.00

RBC BEARINGS INC

SOLE

COM

Shares443.94K

TypeSH

Market value$173.27M

9.65%

Sole

399.76K

Shared

44K

None

184.00

AMETEK INC

SOLE

COM

Shares863.98K

TypeSH

Market value$162.43M

9.04%

Sole

774.17K

Shared

89.50K

None

310.00

HEICO CORP NEW

SOLE

CL A

Shares598.49K

TypeSH

Market value$152.07M

8.47%

Sole

598.21K

Shared

0.00

None

284.00

LINDE PLC

SOLE

SHS

Shares269.24K

TypeSH

Market value$127.89M

7.12%

Sole

241.19K

Shared

27.95K

None

100.00

RLI CORP

SOLE

COM

Shares1.69M

TypeSH

Market value$110.18M

6.13%

Sole

1.53M

Shared

162K

None

650.00

CANADIAN PACIFIC KANSAS CITY

SOLE

COM

Shares1.35M

TypeSH

Market value$100.37M

5.59%

Sole

1.20M

Shared

147K

None

550.00

ARCH CAP GROUP LTD

SOLE

ORD

Shares1.10M

TypeSH

Market value$99.46M

5.54%

Sole

977.38K

Shared

118.50K

None

337.00

COPART INC

SOLE

COM

Shares1.95M

TypeSH

Market value$87.84M

4.89%

Sole

1.76M

Shared

190.99K

None

941.00

KINSALE CAP GROUP INC

SOLE

COM

Shares199.82K

TypeSH

Market value$84.98M

4.73%

Sole

180.75K

Shared

19K

None

68.00

BERKLEY W R CORP

SOLE

COM

Shares1.06M

TypeSH

Market value$81.51M

4.54%

Sole

956.95K

Shared

106.50K

None

375.00

SIMPSON MFG INC

SOLE

COM

Shares423.09K

TypeSH

Market value$70.85M

3.94%

Sole

372.94K

Shared

50K

None

145.00

GRACO INC

SOLE

COM

Shares769.47K

TypeSH

Market value$65.37M

3.64%

Sole

685.14K

Shared

84.06K

None

268.00

HINGHAM INSTN SVGS MASS

SOLE

COM

Shares204.93K

TypeSH

Market value$54.06M

3.01%

Sole

184.83K

Shared

20K

None

105.00

IDEX CORP

SOLE

COM

Shares248.91K

TypeSH

Market value$40.51M

2.26%

Sole

220.27K

Shared

28.53K

None

108.00

PROGRESSIVE CORP

SOLE

COM

Shares13.45K

TypeSH

Market value$3.32M

0.18%

Sole

13.45K

Shared

0.00

None

0.00

THERMO FISHER SCIENTIFIC INC

SOLE

COM

Shares2.84K

TypeSH

Market value$1.38M

0.08%

Sole

2.84K

Shared

0.00

None

0.00

MASTERCARD INCORPORATED

SOLE

CL A

Shares2.08K

TypeSH

Market value$1.19M

0.07%

Sole

2.08K

Shared

0.00

None

0.00

VISA INC

SOLE

COM CL A

Shares3.35K

TypeSH

Market value$1.14M

0.06%

Sole

3.35K

Shared

0.00

None

0.00

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares964.00

TypeSH

Market value$574.6K

0.03%

Sole

964.00

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares675.00

TypeSH

Market value$339.4K

0.02%

Sole

675.00

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
AMPHENOL CORP NEWSOLE	CL A	1.55M	SH	$191.74M 10.67%	1.39M	155.46K	627.00
TELEDYNE TECHNOLOGIES INCSOLE	COM	316.94K	SH	$185.74M 10.34%	285.54K	31.27K	126.00
RBC BEARINGS INCSOLE	COM	443.94K	SH	$173.27M 9.65%	399.76K	44K	184.00
AMETEK INCSOLE	COM	863.98K	SH	$162.43M 9.04%	774.17K	89.50K	310.00
HEICO CORP NEWSOLE	CL A	598.49K	SH	$152.07M 8.47%	598.21K	0.00	284.00
LINDE PLCSOLE	SHS	269.24K	SH	$127.89M 7.12%	241.19K	27.95K	100.00
RLI CORPSOLE	COM	1.69M	SH	$110.18M 6.13%	1.53M	162K	650.00
CANADIAN PACIFIC KANSAS CITYSOLE	COM	1.35M	SH	$100.37M 5.59%	1.20M	147K	550.00
ARCH CAP GROUP LTDSOLE	ORD	1.10M	SH	$99.46M 5.54%	977.38K	118.50K	337.00
COPART INCSOLE	COM	1.95M	SH	$87.84M 4.89%	1.76M	190.99K	941.00
KINSALE CAP GROUP INCSOLE	COM	199.82K	SH	$84.98M 4.73%	180.75K	19K	68.00
BERKLEY W R CORPSOLE	COM	1.06M	SH	$81.51M 4.54%	956.95K	106.50K	375.00
SIMPSON MFG INCSOLE	COM	423.09K	SH	$70.85M 3.94%	372.94K	50K	145.00
GRACO INCSOLE	COM	769.47K	SH	$65.37M 3.64%	685.14K	84.06K	268.00
HINGHAM INSTN SVGS MASSSOLE	COM	204.93K	SH	$54.06M 3.01%	184.83K	20K	105.00
IDEX CORPSOLE	COM	248.91K	SH	$40.51M 2.26%	220.27K	28.53K	108.00
PROGRESSIVE CORPSOLE	COM	13.45K	SH	$3.32M 0.18%	13.45K	0.00	0.00
THERMO FISHER SCIENTIFIC INCSOLE	COM	2.84K	SH	$1.38M 0.08%	2.84K	0.00	0.00
MASTERCARD INCORPORATEDSOLE	CL A	2.08K	SH	$1.19M 0.07%	2.08K	0.00	0.00
VISA INCSOLE	COM CL A	3.35K	SH	$1.14M 0.06%	3.35K	0.00	0.00
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	964.00	SH	$574.6K 0.03%	964.00	0.00	0.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	675.00	SH	$339.4K 0.02%	675.00	0.00	0.00