MAREN CAPITAL LLC

Filed: 8/13/2026ACC: 0001420506-26-001591

📋 What this filing means

MAREN CAPITAL LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $2.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$2.16B

Total AUM (reported)

12.96M

Total Shares

Allocation by class

COM$1.35B62.8%

CL A$492.93M22.8%

SHS$205.18M9.5%

ORD$102.65M4.8%

COM CL A$1.11M0.1%

UTSER1 S&PDCRP$678.0K0.0%

Portfolio Concentration

Top 3$800.74M37.1%

4–10$1.05B48.9%

11–25$302.37M14.0%

Top 3 weight

37.1%

Top 10 weight

86.0%

Voting Authority Distribution

Total shares with voting rights: 12.96M

Sole

Full voting authority

11.73M

% of voting shares90.5%

Shared

Joint voting authority

1.22M

% of voting shares9.4%

None

No voting authority

4.75K

% of voting shares0.0%

Investment Discretion (by position count)

Sole17

Shared0

Other0

Dominant voting typeSole · 90.5% of voting shares

Institutional Holdings17

Rows:

RBC BEARINGS INC

SOLE

COM

Shares428.13K

TypeSH

Market value$275.74M

12.78%

Sole

383.96K

Shared

44K

None

172.00

AMPHENOL CORP

SOLE

CL A

Shares1.55M

TypeSH

Market value$273.63M

12.68%

Sole

1.40M

Shared

152K

None

558.00

TELEDYNE TECHNOLOGIES INC

SOLE

COM

Shares376.93K

TypeSH

Market value$251.37M

11.65%

Sole

339.80K

Shared

37K

None

126.00

AMETEK INC

SOLE

COM

Shares911.97K

TypeSH

Market value$220.64M

10.23%

Sole

822.16K

Shared

89.50K

None

310.00

HEICO CORP NEW

SOLE

CL A

Shares845.69K

TypeSH

Market value$218.11M

10.11%

Sole

845.37K

Shared

0.00

None

321.00

LINDE PLC

SOLE

SHS

Shares395.38K

TypeSH

Market value$205.18M

9.51%

Sole

355.66K

Shared

39.60K

None

128.00

SIMPSON MFG INC

SOLE

COM

Shares513.03K

TypeSH

Market value$107.40M

4.98%

Sole

457.86K

Shared

55K

None

168.00

RLI CORP

SOLE

COM

Shares1.82M

TypeSH

Market value$107.35M

4.98%

Sole

1.65M

Shared

164.75K

None

650.00

ARCH CAP GROUP LTD

SOLE

ORD

Shares1.06M

TypeSH

Market value$102.65M

4.76%

Sole

936.69K

Shared

120.50K

None

383.00

KINSALE CAP GROUP INC

SOLE

COM

Shares281.50K

TypeSH

Market value$92.84M

4.30%

Sole

253.97K

Shared

27.43K

None

100.00

CANADIAN PACIFIC KANSAS CITY

SOLE

COM

Shares1.07M

TypeSH

Market value$92.43M

4.28%

Sole

946.14K

Shared

120.12K

None

429.00

GRACO INC

SOLE

COM

Shares1.02M

TypeSH

Market value$77.14M

3.58%

Sole

904.82K

Shared

115.10K

None

354.00

COPART INC

SOLE

COM

Shares2.50M

TypeSH

Market value$70.38M

3.26%

Sole

2.26M

Shared

239.25K

None

975.00

HINGHAM INSTN SVGS MASS

SOLE

COM

Shares193.53K

TypeSH

Market value$59.44M

2.76%

Sole

173.46K

Shared

20K

None

72.00

MASTERCARD INCORPORATED

SOLE

CL A

Shares2.31K

TypeSH

Market value$1.19M

0.06%

Sole

2.31K

Shared

0.00

None

0.00

VISA INC

SOLE

COM CL A

Shares3.24K

TypeSH

Market value$1.11M

0.05%

Sole

3.24K

Shared

0.00

None

0.00

STATE STR SPDR S&P MIDCAP 40

SOLE

UTSER1 S&PDCRP

Shares964.00

TypeSH

Market value$678.0K

0.03%

Sole

964.00

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
RBC BEARINGS INCSOLE	COM	428.13K	SH	$275.74M 12.78%	383.96K	44K	172.00
AMPHENOL CORPSOLE	CL A	1.55M	SH	$273.63M 12.68%	1.40M	152K	558.00
TELEDYNE TECHNOLOGIES INCSOLE	COM	376.93K	SH	$251.37M 11.65%	339.80K	37K	126.00
AMETEK INCSOLE	COM	911.97K	SH	$220.64M 10.23%	822.16K	89.50K	310.00
HEICO CORP NEWSOLE	CL A	845.69K	SH	$218.11M 10.11%	845.37K	0.00	321.00
LINDE PLCSOLE	SHS	395.38K	SH	$205.18M 9.51%	355.66K	39.60K	128.00
SIMPSON MFG INCSOLE	COM	513.03K	SH	$107.40M 4.98%	457.86K	55K	168.00
RLI CORPSOLE	COM	1.82M	SH	$107.35M 4.98%	1.65M	164.75K	650.00
ARCH CAP GROUP LTDSOLE	ORD	1.06M	SH	$102.65M 4.76%	936.69K	120.50K	383.00
KINSALE CAP GROUP INCSOLE	COM	281.50K	SH	$92.84M 4.30%	253.97K	27.43K	100.00
CANADIAN PACIFIC KANSAS CITYSOLE	COM	1.07M	SH	$92.43M 4.28%	946.14K	120.12K	429.00
GRACO INCSOLE	COM	1.02M	SH	$77.14M 3.58%	904.82K	115.10K	354.00
COPART INCSOLE	COM	2.50M	SH	$70.38M 3.26%	2.26M	239.25K	975.00
HINGHAM INSTN SVGS MASSSOLE	COM	193.53K	SH	$59.44M 2.76%	173.46K	20K	72.00
MASTERCARD INCORPORATEDSOLE	CL A	2.31K	SH	$1.19M 0.06%	2.31K	0.00	0.00
VISA INCSOLE	COM CL A	3.24K	SH	$1.11M 0.05%	3.24K	0.00	0.00
STATE STR SPDR S&P MIDCAP 40SOLE	UTSER1 S&PDCRP	964.00	SH	$678.0K 0.03%	964.00	0.00	0.00