MAREN CAPITAL LLC

PrivateCIK: 1961415

Location

CHICAGO, IL

Positions

$1.91B

Total AUM (reported)

13.10M

Total Shares

Allocation by class

COM$1.26B65.8%

CL A$347.70M18.2%

SHS$191.71M10.0%

ORD$113.16M5.9%

COM CL A$995.0K0.1%

UTSER1 S&PDCRP$594.6K0.0%

Portfolio Concentration

Top 3$650.81M34.0%

4–10$932.43M48.8%

11–25$328.59M17.2%

Top 3 weight

34.0%

Top 10 weight

82.8%

Voting Authority Distribution

Total shares with voting rights: 13.10M

Sole

Full voting authority

11.85M

% of voting shares90.5%

Shared

Joint voting authority

1.24M

% of voting shares9.5%

None

No voting authority

4.84K

% of voting shares0.0%

Investment Discretion (by position count)

Sole19

Shared0

Other0

Dominant voting typeSole · 90.5% of voting shares

Institutional Holdings19

Rows:

RBC BEARINGS INC

SOLE

COM

Shares441.90K

TypeSH

Market value$240.01M

12.55%

Sole

397.72K

Shared

44K

None

183.00

TELEDYNE TECHNOLOGIES INC

SOLE

COM

Shares362.12K

TypeSH

Market value$219.09M

11.46%

Sole

326.79K

Shared

35.21K

None

126.00

LINDE PLC

SOLE

SHS

Shares386.70K

TypeSH

Market value$191.71M

10.03%

Sole

346.98K

Shared

39.60K

None

128.00

AMETEK INC

SOLE

COM

Shares889.50K

TypeSH

Market value$190.67M

9.97%

Sole

799.69K

Shared

89.50K

None

310.00

AMPHENOL CORP

SOLE

CL A

Shares1.48M

TypeSH

Market value$186.72M

9.77%

Sole

1.33M

Shared

150.19K

None

558.00

HEICO CORP NEW

SOLE

CL A

Shares757.71K

TypeSH

Market value$159.95M

8.37%

Sole

757.42K

Shared

0.00

None

292.00

ARCH CAP GROUP LTD

SOLE

ORD

Shares1.18M

TypeSH

Market value$113.16M

5.92%

Sole

1.06M

Shared

119.89K

None

361.00

RLI CORP

SOLE

COM

Shares1.79M

TypeSH

Market value$102.04M

5.34%

Sole

1.62M

Shared

164.75K

None

650.00

KINSALE CAP GROUP INC

SOLE

COM

Shares270.14K

TypeSH

Market value$92.30M

4.83%

Sole

243.12K

Shared

26.92K

None

100.00

SIMPSON MFG INC

SOLE

COM

Shares510.39K

TypeSH

Market value$87.59M

4.58%

Sole

455.22K

Shared

55K

None

168.00

CANADIAN PACIFIC KANSAS CITY

SOLE

COM

Shares1.05M

TypeSH

Market value$82.43M

4.31%

Sole

927.44K

Shared

120.12K

None

429.00

COPART INC

SOLE

COM

Shares2.48M

TypeSH

Market value$82.19M

4.30%

Sole

2.24M

Shared

239.25K

None

975.00

GRACO INC

SOLE

COM

Shares781.78K

TypeSH

Market value$66.18M

3.46%

Sole

697.46K

Shared

84.06K

None

268.00

HINGHAM INSTN SVGS MASS

SOLE

COM

Shares206.96K

TypeSH

Market value$59.16M

3.09%

Sole

186.86K

Shared

20K

None

94.00

BERKLEY W R CORP

SOLE

COM

Shares504.61K

TypeSH

Market value$33.45M

1.75%

Sole

452.47K

Shared

51.94K

None

202.00

PROGRESSIVE CORP

SOLE

COM

Shares12.90K

TypeSH

Market value$2.56M

0.13%

Sole

12.90K

Shared

0.00

None

0.00

MASTERCARD INCORPORATED

SOLE

CL A

Shares2.08K

TypeSH

Market value$1.04M

0.05%

Sole

2.08K

Shared

0.00

None

0.00

VISA INC

SOLE

COM CL A

Shares3.29K

TypeSH

Market value$995.0K

0.05%

Sole

3.29K

Shared

0.00

None

0.00

STATE STR SPDR S&P MIDCAP 40

SOLE

UTSER1 S&PDCRP

Shares964.00

TypeSH

Market value$594.6K

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	441.90K	SH	$240.01M 12.55%	397.72K	44K	183.00
TELEDYNE TECHNOLOGIES INCSOLE	COM	362.12K	SH	$219.09M 11.46%	326.79K	35.21K	126.00
LINDE PLCSOLE	SHS	386.70K	SH	$191.71M 10.03%	346.98K	39.60K	128.00
AMETEK INCSOLE	COM	889.50K	SH	$190.67M 9.97%	799.69K	89.50K	310.00
AMPHENOL CORPSOLE	CL A	1.48M	SH	$186.72M 9.77%	1.33M	150.19K	558.00
HEICO CORP NEWSOLE	CL A	757.71K	SH	$159.95M 8.37%	757.42K	0.00	292.00
ARCH CAP GROUP LTDSOLE	ORD	1.18M	SH	$113.16M 5.92%	1.06M	119.89K	361.00
RLI CORPSOLE	COM	1.79M	SH	$102.04M 5.34%	1.62M	164.75K	650.00
KINSALE CAP GROUP INCSOLE	COM	270.14K	SH	$92.30M 4.83%	243.12K	26.92K	100.00
SIMPSON MFG INCSOLE	COM	510.39K	SH	$87.59M 4.58%	455.22K	55K	168.00
CANADIAN PACIFIC KANSAS CITYSOLE	COM	1.05M	SH	$82.43M 4.31%	927.44K	120.12K	429.00
COPART INCSOLE	COM	2.48M	SH	$82.19M 4.30%	2.24M	239.25K	975.00
GRACO INCSOLE	COM	781.78K	SH	$66.18M 3.46%	697.46K	84.06K	268.00
HINGHAM INSTN SVGS MASSSOLE	COM	206.96K	SH	$59.16M 3.09%	186.86K	20K	94.00
BERKLEY W R CORPSOLE	COM	504.61K	SH	$33.45M 1.75%	452.47K	51.94K	202.00
PROGRESSIVE CORPSOLE	COM	12.90K	SH	$2.56M 0.13%	12.90K	0.00	0.00
MASTERCARD INCORPORATEDSOLE	CL A	2.08K	SH	$1.04M 0.05%	2.08K	0.00	0.00
VISA INCSOLE	COM CL A	3.29K	SH	$995.0K 0.05%	3.29K	0.00	0.00
STATE STR SPDR S&P MIDCAP 40SOLE	UTSER1 S&PDCRP	964.00	SH	$594.6K 0.03%	964.00	0.00	0.00