MAREN CAPITAL LLC

Filed: 2/13/2026ACC: 0001420506-26-000374

📋 What this filing means

MAREN CAPITAL LLC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $1.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$1.86B

Total AUM (reported)

13.01M

Total Shares

Allocation by class

COM$1.23B66.3%

CL A$360.93M19.4%

SHS$155.31M8.4%

ORD$108.93M5.9%

COM CL A$1.15M0.1%

UTSER1 S&PDCRP$581.6K0.0%

CL B NEW$233.7K0.0%

Portfolio Concentration

Top 3$588.56M31.7%

4–10$895.77M48.2%

11–25$375.07M20.2%

Top 3 weight

31.7%

Top 10 weight

79.8%

Voting Authority Distribution

Total shares with voting rights: 13.01M

Sole

Full voting authority

11.74M

% of voting shares90.2%

Shared

Joint voting authority

1.27M

% of voting shares9.7%

None

No voting authority

5.05K

% of voting shares0.0%

Investment Discretion (by position count)

Sole21

Shared0

Other0

Dominant voting typeSole · 90.2% of voting shares

Institutional Holdings21

Rows:

AMPHENOL CORP NEW

SOLE

CL A

Shares1.50M

TypeSH

Market value$202.46M

10.89%

Sole

1.35M

Shared

150.19K

None

606.00

RBC BEARINGS INC

SOLE

COM

Shares450.31K

TypeSH

Market value$201.93M

10.86%

Sole

406.13K

Shared

44K

None

184.00

TELEDYNE TECHNOLOGIES INC

SOLE

COM

Shares360.60K

TypeSH

Market value$184.17M

9.90%

Sole

325.26K

Shared

35.21K

None

126.00

AMETEK INC

SOLE

COM

Shares875.34K

TypeSH

Market value$179.72M

9.67%

Sole

785.53K

Shared

89.50K

None

310.00

HEICO CORP NEW

SOLE

CL A

Shares623.08K

TypeSH

Market value$157.28M

8.46%

Sole

622.80K

Shared

0.00

None

284.00

LINDE PLC

SOLE

SHS

Shares364.23K

TypeSH

Market value$155.31M

8.35%

Sole

324.13K

Shared

40K

None

105.00

ARCH CAP GROUP LTD

SOLE

ORD

Shares1.14M

TypeSH

Market value$108.93M

5.86%

Sole

1.02M

Shared

119.50K

None

361.00

RLI CORP

SOLE

COM

Shares1.70M

TypeSH

Market value$108.84M

5.85%

Sole

1.54M

Shared

162K

None

650.00

CANADIAN PACIFIC KANSAS CITY

SOLE

COM

Shares1.28M

TypeSH

Market value$93.89M

5.05%

Sole

1.13M

Shared

147K

None

550.00

KINSALE CAP GROUP INC

SOLE

COM

Shares234.74K

TypeSH

Market value$91.81M

4.94%

Sole

210.14K

Shared

24.52K

None

82.00

COPART INC

SOLE

COM

Shares2.21M

TypeSH

Market value$86.44M

4.65%

Sole

1.99M

Shared

215.20K

None

941.00

SIMPSON MFG INC

SOLE

COM

Shares511.76K

TypeSH

Market value$82.63M

4.44%

Sole

456.59K

Shared

55K

None

168.00

GRACO INC

SOLE

COM

Shares788.65K

TypeSH

Market value$64.65M

3.48%

Sole

704.32K

Shared

84.06K

None

268.00

HINGHAM INSTN SVGS MASS

SOLE

COM

Shares208.66K

TypeSH

Market value$59.25M

3.19%

Sole

188.55K

Shared

20K

None

105.00

IDEX CORP

SOLE

COM

Shares214.99K

TypeSH

Market value$38.26M

2.06%

Sole

186.36K

Shared

28.53K

None

108.00

BERKLEY W R CORP

SOLE

COM

Shares536.47K

TypeSH

Market value$37.62M

2.02%

Sole

484.33K

Shared

51.94K

None

202.00

PROGRESSIVE CORP

SOLE

COM

Shares13.45K

TypeSH

Market value$3.06M

0.16%

Sole

13.45K

Shared

0.00

None

0.00

MASTERCARD INCORPORATED

SOLE

CL A

Shares2.08K

TypeSH

Market value$1.19M

0.06%

Sole

2.08K

Shared

0.00

None

0.00

VISA INC

SOLE

COM CL A

Shares3.29K

TypeSH

Market value$1.15M

0.06%

Sole

3.29K

Shared

0.00

None

0.00

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares964.00

TypeSH

Market value$581.6K

0.03%

Sole

964.00

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares465.00

TypeSH

Market value$233.7K

0.01%

Sole

465.00

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
AMPHENOL CORP NEWSOLE	CL A	1.50M	SH	$202.46M 10.89%	1.35M	150.19K	606.00
RBC BEARINGS INCSOLE	COM	450.31K	SH	$201.93M 10.86%	406.13K	44K	184.00
TELEDYNE TECHNOLOGIES INCSOLE	COM	360.60K	SH	$184.17M 9.90%	325.26K	35.21K	126.00
AMETEK INCSOLE	COM	875.34K	SH	$179.72M 9.67%	785.53K	89.50K	310.00
HEICO CORP NEWSOLE	CL A	623.08K	SH	$157.28M 8.46%	622.80K	0.00	284.00
LINDE PLCSOLE	SHS	364.23K	SH	$155.31M 8.35%	324.13K	40K	105.00
ARCH CAP GROUP LTDSOLE	ORD	1.14M	SH	$108.93M 5.86%	1.02M	119.50K	361.00
RLI CORPSOLE	COM	1.70M	SH	$108.84M 5.85%	1.54M	162K	650.00
CANADIAN PACIFIC KANSAS CITYSOLE	COM	1.28M	SH	$93.89M 5.05%	1.13M	147K	550.00
KINSALE CAP GROUP INCSOLE	COM	234.74K	SH	$91.81M 4.94%	210.14K	24.52K	82.00
COPART INCSOLE	COM	2.21M	SH	$86.44M 4.65%	1.99M	215.20K	941.00
SIMPSON MFG INCSOLE	COM	511.76K	SH	$82.63M 4.44%	456.59K	55K	168.00
GRACO INCSOLE	COM	788.65K	SH	$64.65M 3.48%	704.32K	84.06K	268.00
HINGHAM INSTN SVGS MASSSOLE	COM	208.66K	SH	$59.25M 3.19%	188.55K	20K	105.00
IDEX CORPSOLE	COM	214.99K	SH	$38.26M 2.06%	186.36K	28.53K	108.00
BERKLEY W R CORPSOLE	COM	536.47K	SH	$37.62M 2.02%	484.33K	51.94K	202.00
PROGRESSIVE CORPSOLE	COM	13.45K	SH	$3.06M 0.16%	13.45K	0.00	0.00
MASTERCARD INCORPORATEDSOLE	CL A	2.08K	SH	$1.19M 0.06%	2.08K	0.00	0.00
VISA INCSOLE	COM CL A	3.29K	SH	$1.15M 0.06%	3.29K	0.00	0.00
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	964.00	SH	$581.6K 0.03%	964.00	0.00	0.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	465.00	SH	$233.7K 0.01%	465.00	0.00	0.00