Maren Capital LLC

CHICAGO, IL · CIK 1961415 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2022 · limited liability company

Assets managed$2.1bn
Staff6 · 2 in investment roles
Main clients (by assets)Mutual funds and ETFs 27%, Charities 24%, Private funds 19%
Private funds1 · $300.8m gross assets
Websitemarencapital.com
Form ADV · 2026-04-16SEC adviser record

Legal entityMAREN CAPITAL LLC (US)

$2.2bn reported value +12.8% vs Q1 2026

17positions

86.0%in top 10

0 new 12 added 4 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	RBC BEARINGS INC COM RBC	RBC	428,132	$275.7m12.78%	12.78%	Reduced -13.8k	-13,772 -3.1%
2	AMPHENOL CORP CL A APH	APH	1,551,888	$273.6m12.68%	12.68%	Added +74.1k	+74,126 5.0%
3	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	376,928	$251.4m11.65%	11.65%	Added +14.8k	+14,806 4.1%
4	AMETEK INC COM AME	AME	911,966	$220.6m10.23%	10.23%	Added +22.5k	+22,463 2.5%
5	HEICO CORP NEW CL A HEI.A	HEI.A	845,691	$218.1m10.11%	10.11%	Added +88.0k	+87,978 11.6%
6	LINDE PLC SHS LIN	LIN	395,385	$205.2m9.51%	9.51%	Added +8.7k	+8,682 2.2%
7	SIMPSON MFG INC COM SSD	SSD	513,029	$107.4m4.98%	4.98%	Added +2.6k	+2,639 0.5%
8	RLI CORP COM RLI	RLI	1,817,370	$107.4m4.98%	4.98%	Added +28.4k	+28,366 1.6%
9	ARCH CAP GROUP LTD ORD ACGL	ACGL	1,057,571	$102.6m4.76%	4.76%	Reduced -121.3k	-121,299 -10.3%
10	KINSALE CAP GROUP INC COM KNSL	KNSL	281,497	$92.8m4.30%	4.30%	Added +11.4k	+11,357 4.2%
11	CANADIAN PACIFIC KANSAS CITY COM CP	CP	1,066,682	$92.4m4.28%	4.28%	Added +18.7k	+18,696 1.8%
12	GRACO INC COM GGG	GGG	1,020,271	$77.1m3.58%	3.58%	Added +238.5k	+238,487 30.5%
13	COPART INC COM CPRT	CPRT	2,496,614	$70.4m3.26%	3.26%	Added +21.1k	+21,095 0.8%
14	HINGHAM INSTN SVGS MASS COM HIFS	HIFS	193,531	$59.4m2.76%	2.76%	Reduced -13.4k	-13,424 -6.5%
15	MASTERCARD INCORPORATED CL A MA	MA	2,315	$1.2m0.06%	0.06%	Added +230	+230 11.0%
16	VISA INC COM CL A V	V	3,242	$1.1m0.05%	0.05%	Reduced -50	-50 -1.5%
17	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	964	$678.0k0.03%	0.03%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BERKLEY W R CORP WRB	WRB	504,611	$33.4m504.6k shares
PROGRESSIVE CORP PGR	PGR	12,900	$2.6m12.9k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
HINGHAM INSTN SVGS MASS HIFS · 13G · filed 2025-05-14	HIFS	8.8%≈ $58.8m		13G	2025-05-14