Filed: 5/14/2025ACC: 0001941040-25-000302
📋 What this filing means
MAREN CAPITAL LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $1.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$1.47B
Total AUM (reported)
11.64M
Total Shares
Allocation by class
COM$1.06B72.0%
CL A$228.24M15.6%
SHS$111.03M7.6%
ORD$58.60M4.0%
COM CL A$11.84M0.8%
UTSER1 S&PDCRP$514.3K0.0%
CL B NEW$372.8K0.0%
Portfolio Concentration
Top 3$413.23M28.2%
4–10$706.23M48.2%
11–25$347.05M23.7%
Top 3 weight
28.2%
Top 10 weight
76.3%
Voting Authority Distribution
Total shares with voting rights: 11.64M
Sole
Full voting authority
10.45M
shares
% of voting shares89.8%
Shared
Joint voting authority
1.18M
shares
% of voting shares10.1%
None
No voting authority
5.30K
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeSole · 89.8% of voting shares
Institutional Holdings25
Rows:
TELEDYNE TECHNOLOGIES INC
SOLEShares295.14K
TypeSH
Market value$146.89M
10.02%
Sole
266.82K
Shared
28.18K
None
135.00
RBC BEARINGS INC
SOLEShares420.95K
TypeSH
Market value$135.45M
9.24%
Sole
377.79K
Shared
42.97K
None
184.00
AMETEK INC
SOLEShares760.38K
TypeSH
Market value$130.89M
8.93%
Sole
681.54K
Shared
78.54K
None
296.00
RLI CORP
SOLEShares1.55M
TypeSH
Market value$124.68M
8.50%
Sole
1.40M
Shared
154.50K
None
650.00
HEICO CORP NEW
SOLEShares566.62K
TypeSH
Market value$119.54M
8.15%
Sole
566.32K
Shared
0.00
None
300.00
LINDE PLC
SOLEShares238.45K
TypeSH
Market value$111.03M
7.57%
Sole
211.58K
Shared
26.77K
None
100.00
AMPHENOL CORP NEW
SOLEShares1.64M
TypeSH
Market value$107.56M
7.33%
Sole
1.48M
Shared
160K
None
790.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares1.27M
TypeSH
Market value$89.50M
6.10%
Sole
1.13M
Shared
147K
None
550.00
KINSALE CAP GROUP INC
SOLEShares162.09K
TypeSH
Market value$78.89M
5.38%
Sole
144.04K
Shared
18K
None
48.00
BERKLEY W R CORP
SOLEShares1.05M
TypeSH
Market value$75.03M
5.12%
Sole
947.54K
Shared
106.50K
None
375.00
COPART INC
SOLEShares1.20M
TypeSH
Market value$68.15M
4.65%
Sole
1.08M
Shared
120.62K
None
941.00
ARCH CAP GROUP LTD
SOLEShares609.24K
TypeSH
Market value$58.60M
4.00%
Sole
521.81K
Shared
87.25K
None
175.00
GRACO INC
SOLEShares685.01K
TypeSH
Market value$57.21M
3.90%
Sole
609.40K
Shared
75.35K
None
268.00
SIMPSON MFG INC
SOLEShares323.23K
TypeSH
Market value$50.77M
3.46%
Sole
282.61K
Shared
40.50K
None
113.00
HINGHAM INSTN SVGS MASS
SOLEShares191.40K
TypeSH
Market value$45.51M
3.10%
Sole
171.28K
Shared
20K
None
120.00
IDEX CORP
SOLEShares246.84K
TypeSH
Market value$44.67M
3.05%
Sole
216.43K
Shared
30.28K
None
125.00
WILLSCOT HLDGS CORP
SOLEShares383.73K
TypeSH
Market value$10.67M
0.73%
Sole
341.44K
Shared
42.16K
None
131.00
PROGRESSIVE CORP
SOLEShares13.45K
TypeSH
Market value$3.81M
0.26%
Sole
13.45K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares1.54K
TypeSH
Market value$2.21M
0.15%
Sole
1.54K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares2.84K
TypeSH
Market value$1.41M
0.10%
Sole
2.84K
Shared
0.00
None
0.00
VISA INC
SOLEShares3.35K
TypeSH
Market value$1.17M
0.08%
Sole
3.35K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares2.08K
TypeSH
Market value$1.14M
0.08%
Sole
2.08K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.23K
TypeSH
Market value$838.6K
0.06%
Sole
2.23K
Shared
0.00
None
0.00
SPDR S&P MIDCAP 400 ETF TR
SOLEShares964.00
TypeSH
Market value$514.3K
0.04%
Sole
964.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares700.00
TypeSH
Market value$372.8K
0.03%
Sole
700.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TELEDYNE TECHNOLOGIES INCSOLE | COM | 295.14K | SH | $146.89M 10.02% | 266.82K | 28.18K | 135.00 |
RBC BEARINGS INCSOLE | COM | 420.95K | SH | $135.45M 9.24% | 377.79K | 42.97K | 184.00 |
AMETEK INCSOLE | COM | 760.38K | SH | $130.89M 8.93% | 681.54K | 78.54K | 296.00 |
RLI CORPSOLE | COM | 1.55M | SH | $124.68M 8.50% | 1.40M | 154.50K | 650.00 |
HEICO CORP NEWSOLE | CL A | 566.62K | SH | $119.54M 8.15% | 566.32K | 0.00 | 300.00 |
LINDE PLCSOLE | SHS | 238.45K | SH | $111.03M 7.57% | 211.58K | 26.77K | 100.00 |
AMPHENOL CORP NEWSOLE | CL A | 1.64M | SH | $107.56M 7.33% | 1.48M | 160K | 790.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 1.27M | SH | $89.50M 6.10% | 1.13M | 147K | 550.00 |
KINSALE CAP GROUP INCSOLE | COM | 162.09K | SH | $78.89M 5.38% | 144.04K | 18K | 48.00 |
BERKLEY W R CORPSOLE | COM | 1.05M | SH | $75.03M 5.12% | 947.54K | 106.50K | 375.00 |
COPART INCSOLE | COM | 1.20M | SH | $68.15M 4.65% | 1.08M | 120.62K | 941.00 |
ARCH CAP GROUP LTDSOLE | ORD | 609.24K | SH | $58.60M 4.00% | 521.81K | 87.25K | 175.00 |
GRACO INCSOLE | COM | 685.01K | SH | $57.21M 3.90% | 609.40K | 75.35K | 268.00 |
SIMPSON MFG INCSOLE | COM | 323.23K | SH | $50.77M 3.46% | 282.61K | 40.50K | 113.00 |
HINGHAM INSTN SVGS MASSSOLE | COM | 191.40K | SH | $45.51M 3.10% | 171.28K | 20K | 120.00 |
IDEX CORPSOLE | COM | 246.84K | SH | $44.67M 3.05% | 216.43K | 30.28K | 125.00 |
WILLSCOT HLDGS CORPSOLE | COM CL A | 383.73K | SH | $10.67M 0.73% | 341.44K | 42.16K | 131.00 |
PROGRESSIVE CORPSOLE | COM | 13.45K | SH | $3.81M 0.26% | 13.45K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 1.54K | SH | $2.21M 0.15% | 1.54K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 2.84K | SH | $1.41M 0.10% | 2.84K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 3.35K | SH | $1.17M 0.08% | 3.35K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.08K | SH | $1.14M 0.08% | 2.08K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.23K | SH | $838.6K 0.06% | 2.23K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 964.00 | SH | $514.3K 0.04% | 964.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 700.00 | SH | $372.8K 0.03% | 700.00 | 0.00 | 0.00 |