Filed: 2/13/2025ACC: 0001941040-25-000150
📋 What this filing means
MAREN CAPITAL LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $1.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$1.31B
Total AUM (reported)
9.80M
Total Shares
Allocation by class
COM$968.94M74.0%
CL A$196.22M15.0%
SHS$92.66M7.1%
ORD$33.69M2.6%
COM CL A$16.54M1.3%
UTSER1 S&PDCRP$549.1K0.0%
CL B NEW$317.3K0.0%
Portfolio Concentration
Top 3$376.64M28.8%
4–10$621.26M47.5%
11–25$311.02M23.8%
Top 3 weight
28.8%
Top 10 weight
76.2%
Voting Authority Distribution
Total shares with voting rights: 9.80M
Sole
Full voting authority
8.74M
shares
% of voting shares89.3%
Shared
Joint voting authority
1.05M
shares
% of voting shares10.7%
None
No voting authority
4.92K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeSole · 89.3% of voting shares
Institutional Holdings25
Rows:
TELEDYNE TECHNOLOGIES INC
SOLEShares284.56K
TypeSH
Market value$132.07M
10.09%
Sole
256.43K
Shared
28K
None
135.00
AMETEK INC
SOLEShares686.63K
TypeSH
Market value$123.77M
9.46%
Sole
614.34K
Shared
72K
None
296.00
RBC BEARINGS INC
SOLEShares403.80K
TypeSH
Market value$120.79M
9.23%
Sole
360.65K
Shared
42.97K
None
184.00
RLI CORP
SOLEShares700.60K
TypeSH
Market value$115.48M
8.82%
Sole
625.28K
Shared
75K
None
325.00
HEICO CORP NEW
SOLEShares525.17K
TypeSH
Market value$97.72M
7.47%
Sole
524.87K
Shared
0.00
None
300.00
AMPHENOL CORP NEW
SOLEShares1.40M
TypeSH
Market value$97.40M
7.44%
Sole
1.26M
Shared
136.87K
None
790.00
LINDE PLC
SOLEShares221.33K
TypeSH
Market value$92.66M
7.08%
Sole
194.66K
Shared
26.57K
None
100.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares1.20M
TypeSH
Market value$86.80M
6.63%
Sole
1.05M
Shared
145.74K
None
550.00
KINSALE CAP GROUP INC
SOLEShares150.90K
TypeSH
Market value$70.19M
5.36%
Sole
133.35K
Shared
17.50K
None
48.00
COPART INC
SOLEShares1.06M
TypeSH
Market value$61.00M
4.66%
Sole
956.97K
Shared
105K
None
941.00
BERKLEY W R CORP
SOLEShares1.01M
TypeSH
Market value$58.82M
4.49%
Sole
898.32K
Shared
106.50K
None
375.00
IDEX CORP
SOLEShares248.12K
TypeSH
Market value$51.93M
3.97%
Sole
217.71K
Shared
30.28K
None
125.00
GRACO INC
SOLEShares594.71K
TypeSH
Market value$50.13M
3.83%
Sole
525.36K
Shared
69.09K
None
268.00
SIMPSON MFG INC
SOLEShares287.65K
TypeSH
Market value$47.70M
3.64%
Sole
247.14K
Shared
40.40K
None
113.00
HINGHAM INSTN SVGS MASS
SOLEShares167.73K
TypeSH
Market value$42.63M
3.26%
Sole
150.36K
Shared
17.25K
None
120.00
ARCH CAP GROUP LTD
SOLEShares364.81K
TypeSH
Market value$33.69M
2.57%
Sole
290.67K
Shared
74.02K
None
121.00
WILLSCOT HLDGS CORP
SOLEShares462.67K
TypeSH
Market value$15.48M
1.18%
Sole
402.54K
Shared
60K
None
131.00
PROGRESSIVE CORP
SOLEShares13.45K
TypeSH
Market value$3.22M
0.25%
Sole
13.45K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares1.54K
TypeSH
Market value$1.83M
0.14%
Sole
1.54K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares2.96K
TypeSH
Market value$1.54M
0.12%
Sole
2.96K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares2.08K
TypeSH
Market value$1.10M
0.08%
Sole
2.08K
Shared
0.00
None
0.00
VISA INC
SOLEShares3.35K
TypeSH
Market value$1.06M
0.08%
Sole
3.35K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.43K
TypeSH
Market value$1.03M
0.08%
Sole
2.43K
Shared
0.00
None
0.00
SPDR S&P MIDCAP 400 ETF TR
SOLEShares964.00
TypeSH
Market value$549.1K
0.04%
Sole
964.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares700.00
TypeSH
Market value$317.3K
0.02%
Sole
700.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TELEDYNE TECHNOLOGIES INCSOLE | COM | 284.56K | SH | $132.07M 10.09% | 256.43K | 28K | 135.00 |
AMETEK INCSOLE | COM | 686.63K | SH | $123.77M 9.46% | 614.34K | 72K | 296.00 |
RBC BEARINGS INCSOLE | COM | 403.80K | SH | $120.79M 9.23% | 360.65K | 42.97K | 184.00 |
RLI CORPSOLE | COM | 700.60K | SH | $115.48M 8.82% | 625.28K | 75K | 325.00 |
HEICO CORP NEWSOLE | CL A | 525.17K | SH | $97.72M 7.47% | 524.87K | 0.00 | 300.00 |
AMPHENOL CORP NEWSOLE | CL A | 1.40M | SH | $97.40M 7.44% | 1.26M | 136.87K | 790.00 |
LINDE PLCSOLE | SHS | 221.33K | SH | $92.66M 7.08% | 194.66K | 26.57K | 100.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 1.20M | SH | $86.80M 6.63% | 1.05M | 145.74K | 550.00 |
KINSALE CAP GROUP INCSOLE | COM | 150.90K | SH | $70.19M 5.36% | 133.35K | 17.50K | 48.00 |
COPART INCSOLE | COM | 1.06M | SH | $61.00M 4.66% | 956.97K | 105K | 941.00 |
BERKLEY W R CORPSOLE | COM | 1.01M | SH | $58.82M 4.49% | 898.32K | 106.50K | 375.00 |
IDEX CORPSOLE | COM | 248.12K | SH | $51.93M 3.97% | 217.71K | 30.28K | 125.00 |
GRACO INCSOLE | COM | 594.71K | SH | $50.13M 3.83% | 525.36K | 69.09K | 268.00 |
SIMPSON MFG INCSOLE | COM | 287.65K | SH | $47.70M 3.64% | 247.14K | 40.40K | 113.00 |
HINGHAM INSTN SVGS MASSSOLE | COM | 167.73K | SH | $42.63M 3.26% | 150.36K | 17.25K | 120.00 |
ARCH CAP GROUP LTDSOLE | ORD | 364.81K | SH | $33.69M 2.57% | 290.67K | 74.02K | 121.00 |
WILLSCOT HLDGS CORPSOLE | COM CL A | 462.67K | SH | $15.48M 1.18% | 402.54K | 60K | 131.00 |
PROGRESSIVE CORPSOLE | COM | 13.45K | SH | $3.22M 0.25% | 13.45K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 1.54K | SH | $1.83M 0.14% | 1.54K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 2.96K | SH | $1.54M 0.12% | 2.96K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.08K | SH | $1.10M 0.08% | 2.08K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 3.35K | SH | $1.06M 0.08% | 3.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.43K | SH | $1.03M 0.08% | 2.43K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 964.00 | SH | $549.1K 0.04% | 964.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 700.00 | SH | $317.3K 0.02% | 700.00 | 0.00 | 0.00 |