MAREN CAPITAL LLC

Filed: 8/13/2025ACC: 0001941040-25-000482

📋 What this filing means

MAREN CAPITAL LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $1.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$1.66B

Total AUM (reported)

12.40M

Total Shares

Allocation by class

COM$1.14B68.8%

CL A$315.54M19.0%

SHS$117.50M7.1%

ORD$72.91M4.4%

COM CL A$10.87M0.7%

UTSER1 S&PDCRP$546.1K0.0%

CL B NEW$327.9K0.0%

Portfolio Concentration

Top 3$490.04M29.5%

4–10$790.21M47.6%

11–25$378.82M22.8%

Top 3 weight

29.5%

Top 10 weight

77.2%

Voting Authority Distribution

Total shares with voting rights: 12.40M

Sole

Full voting authority

11.08M

% of voting shares89.4%

Shared

Joint voting authority

1.31M

% of voting shares10.6%

None

No voting authority

5.34K

% of voting shares0.0%

Investment Discretion (by position count)

Sole25

Shared0

Other0

Dominant voting typeSole · 89.4% of voting shares

Institutional Holdings25

Rows:

AMPHENOL CORP NEW

SOLE

CL A

Shares1.69M

TypeSH

Market value$166.88M

10.06%

Sole

1.52M

Shared

172.66K

None

790.00

RBC BEARINGS INC

SOLE

COM

Shares428.55K

TypeSH

Market value$164.90M

9.94%

Sole

384.36K

Shared

44K

None

184.00

TELEDYNE TECHNOLOGIES INC

SOLE

COM

Shares308.90K

TypeSH

Market value$158.25M

9.54%

Sole

277.49K

Shared

31.27K

None

135.00

HEICO CORP NEW

SOLE

CL A

Shares569.99K

TypeSH

Market value$147.48M

8.89%

Sole

569.68K

Shared

0.00

None

300.00

AMETEK INC

SOLE

COM

Shares804.47K

TypeSH

Market value$145.58M

8.77%

Sole

714.93K

Shared

89.25K

None

296.00

LINDE PLC

SOLE

SHS

Shares250.44K

TypeSH

Market value$117.50M

7.08%

Sole

222.39K

Shared

27.95K

None

100.00

RLI CORP

SOLE

COM

Shares1.60M

TypeSH

Market value$115.19M

6.94%

Sole

1.43M

Shared

159.75K

None

650.00

CANADIAN PACIFIC KANSAS CITY

SOLE

COM

Shares1.28M

TypeSH

Market value$101.66M

6.13%

Sole

1.13M

Shared

147K

None

550.00

KINSALE CAP GROUP INC

SOLE

COM

Shares176.16K

TypeSH

Market value$85.24M

5.14%

Sole

156.92K

Shared

19.20K

None

48.00

BERKLEY W R CORP

SOLE

COM

Shares1.06M

TypeSH

Market value$77.55M

4.67%

Sole

948.60K

Shared

106.50K

None

375.00

COPART INC

SOLE

COM

Shares1.50M

TypeSH

Market value$73.67M

4.44%

Sole

1.32M

Shared

180K

None

941.00

ARCH CAP GROUP LTD

SOLE

ORD

Shares800.80K

TypeSH

Market value$72.91M

4.39%

Sole

693.58K

Shared

107K

None

220.00

GRACO INC

SOLE

COM

Shares714.68K

TypeSH

Market value$61.44M

3.70%

Sole

630.36K

Shared

84.06K

None

268.00

SIMPSON MFG INC

SOLE

COM

Shares381.52K

TypeSH

Market value$59.25M

3.57%

Sole

331.39K

Shared

50K

None

128.00

HINGHAM INSTN SVGS MASS

SOLE

COM

Shares200.13K

TypeSH

Market value$49.70M

3.00%

Sole

180.01K

Shared

20K

None

120.00

IDEX CORP

SOLE

COM

Shares236K

TypeSH

Market value$41.43M

2.50%

Sole

207.37K

Shared

28.53K

None

108.00

WILLSCOT HLDGS CORP

SOLE

COM CL A

Shares353.39K

TypeSH

Market value$9.68M

0.58%

Sole

311.09K

Shared

42.16K

None

131.00

PROGRESSIVE CORP

SOLE

COM

Shares13.45K

TypeSH

Market value$3.59M

0.22%

Sole

13.45K

Shared

0.00

None

0.00

OREILLY AUTOMOTIVE INC

SOLE

COM

Shares23.10K

TypeSH

Market value$2.08M

0.13%

Sole

23.10K

Shared

0.00

None

0.00

VISA INC

SOLE

COM CL A

Shares3.35K

TypeSH

Market value$1.19M

0.07%

Sole

3.35K

Shared

0.00

None

0.00

MASTERCARD INCORPORATED

SOLE

CL A

Shares2.08K

TypeSH

Market value$1.17M

0.07%

Sole

2.08K

Shared

0.00

None

0.00

THERMO FISHER SCIENTIFIC INC

SOLE

COM

Shares2.84K

TypeSH

Market value$1.15M

0.07%

Sole

2.84K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares1.33K

TypeSH

Market value$663.5K

0.04%

Sole

1.33K

Shared

0.00

None

0.00

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares964.00

TypeSH

Market value$546.1K

0.03%

Sole

964.00

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares675.00

TypeSH

Market value$327.9K

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	1.69M	SH	$166.88M 10.06%	1.52M	172.66K	790.00
RBC BEARINGS INCSOLE	COM	428.55K	SH	$164.90M 9.94%	384.36K	44K	184.00
TELEDYNE TECHNOLOGIES INCSOLE	COM	308.90K	SH	$158.25M 9.54%	277.49K	31.27K	135.00
HEICO CORP NEWSOLE	CL A	569.99K	SH	$147.48M 8.89%	569.68K	0.00	300.00
AMETEK INCSOLE	COM	804.47K	SH	$145.58M 8.77%	714.93K	89.25K	296.00
LINDE PLCSOLE	SHS	250.44K	SH	$117.50M 7.08%	222.39K	27.95K	100.00
RLI CORPSOLE	COM	1.60M	SH	$115.19M 6.94%	1.43M	159.75K	650.00
CANADIAN PACIFIC KANSAS CITYSOLE	COM	1.28M	SH	$101.66M 6.13%	1.13M	147K	550.00
KINSALE CAP GROUP INCSOLE	COM	176.16K	SH	$85.24M 5.14%	156.92K	19.20K	48.00
BERKLEY W R CORPSOLE	COM	1.06M	SH	$77.55M 4.67%	948.60K	106.50K	375.00
COPART INCSOLE	COM	1.50M	SH	$73.67M 4.44%	1.32M	180K	941.00
ARCH CAP GROUP LTDSOLE	ORD	800.80K	SH	$72.91M 4.39%	693.58K	107K	220.00
GRACO INCSOLE	COM	714.68K	SH	$61.44M 3.70%	630.36K	84.06K	268.00
SIMPSON MFG INCSOLE	COM	381.52K	SH	$59.25M 3.57%	331.39K	50K	128.00
HINGHAM INSTN SVGS MASSSOLE	COM	200.13K	SH	$49.70M 3.00%	180.01K	20K	120.00
IDEX CORPSOLE	COM	236K	SH	$41.43M 2.50%	207.37K	28.53K	108.00
WILLSCOT HLDGS CORPSOLE	COM CL A	353.39K	SH	$9.68M 0.58%	311.09K	42.16K	131.00
PROGRESSIVE CORPSOLE	COM	13.45K	SH	$3.59M 0.22%	13.45K	0.00	0.00
OREILLY AUTOMOTIVE INCSOLE	COM	23.10K	SH	$2.08M 0.13%	23.10K	0.00	0.00
VISA INCSOLE	COM CL A	3.35K	SH	$1.19M 0.07%	3.35K	0.00	0.00
MASTERCARD INCORPORATEDSOLE	CL A	2.08K	SH	$1.17M 0.07%	2.08K	0.00	0.00
THERMO FISHER SCIENTIFIC INCSOLE	COM	2.84K	SH	$1.15M 0.07%	2.84K	0.00	0.00
MICROSOFT CORPSOLE	COM	1.33K	SH	$663.5K 0.04%	1.33K	0.00	0.00
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	964.00	SH	$546.1K 0.03%	964.00	0.00	0.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	675.00	SH	$327.9K 0.02%	675.00	0.00	0.00