Maren Capital LLC
Net buyer this quarter
$2.16B
16
+$22.8M
86.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RBC | $276M | 12.78% | 1.31% | -3.1% | Q4 2023 |
 APH | $274M | 12.68% | 0.13% | +5.0% | Q4 2023 |
 TDY | $251M | 11.65% | 0.81% | +4.1% | Q4 2023 |
 AME | $221M | 10.23% | 0.40% | +2.5% | Q4 2023 |
 HEI.A | $218M | 10.11% | Not reported | +11.6% | Q4 2023 |
 LIN | $205M | 9.51% | 0.09% | +2.3% | Q4 2023 |
 SSD | $107M | 4.98% | 1.25% | +0.5% | Q4 2023 |
 RLI | $107M | 4.98% | 1.98% | +1.6% | Q4 2023 |
 ACGL | $103M | 4.76% | 0.30% | -10.3% | Q4 2024 |
 KNSL | $92.8M | 4.30% | 1.24% | +4.2% | Q4 2023 |
 CP | $92.4M | 4.28% | 0.12% | +1.8% | Q4 2023 |
 GGG | $77.1M | 3.58% | 0.61% | +30.5% | Q4 2023 |
 CPRT | $70.4M | 3.26% | 0.27% | +0.9% | Q4 2023 |
 MA | $1.19M | 0.06% | 0.00% | +11.0% | Q4 2023 |
 V | $1.11M | 0.05% | 0.00% | -1.5% | Q4 2023 |
 MDY | $678K | 0.03% | Not reported | Not reported | Q4 2023 |
| Q1 2026 | |||||
| RBC | $240M | 12.55% | 1.35% | -1.9% | Q4 2023 |
| TDY | $219M | 11.46% | 0.78% | +0.4% | Q4 2023 |
| LIN | $192M | 10.03% | 0.08% | +6.2% | Q4 2023 |
| AME | $191M | 9.97% | 0.39% | +1.6% | Q4 2023 |
| APH | $187M | 9.77% | 0.12% | -1.4% | Q4 2023 |
| HEI.A | $160M | 8.37% | Not reported | +21.6% | Q4 2023 |
| ACGL | $113M | 5.92% | 0.33% | +3.8% | Q4 2024 |
| RLI | $102M | 5.34% | 1.95% | +5.2% | Q4 2023 |
| KNSL | $92.3M | 4.83% | 1.17% | +15.1% | Q4 2023 |
| SSD | $87.6M | 4.58% | 1.23% | -0.3% | Q4 2023 |
| CP | $82.4M | 4.31% | 0.12% | -17.8% | Q4 2023 |
| CPRT | $82.2M | 4.30% | 0.26% | +12.1% | Q4 2023 |
| GGG | $66.2M | 3.46% | 0.47% | -0.9% | Q4 2023 |
 WRB | $33.4M | 1.75% | 0.14% | -5.9% | Q4 2023 |
 PGR | $2.56M | 0.13% | 0.00% | -4.1% | Q4 2023 |
| MA | $1.04M | 0.05% | 0.00% | Not reported | Q4 2023 |
| V | $995K | 0.05% | 0.00% | Not reported | Q4 2023 |
| MDY | $595K | 0.03% | Not reported | Not reported | Q4 2023 |
| Q4 2025 | |||||
| APH | $202M | 10.89% | 0.12% | -3.3% | Q4 2023 |
| RBC | $202M | 10.86% | 1.38% | +1.4% | Q4 2023 |
| TDY | $184M | 9.90% | 0.78% | +13.8% | Q4 2023 |
| AME | $180M | 9.67% | 0.38% | +1.3% | Q4 2023 |
| HEI.A | $157M | 8.46% | Not reported | +4.1% | Q4 2023 |
| LIN | $155M | 8.35% | 0.08% | +35.3% | Q4 2023 |
| ACGL | $109M | 5.86% | 0.32% | +3.6% | Q4 2024 |
| RLI | $109M | 5.85% | 1.85% | +0.7% | Q4 2023 |
| CP | $93.9M | 5.05% | 0.14% | -5.4% | Q4 2023 |
| KNSL | $91.8M | 4.94% | 1.01% | +17.5% | Q4 2023 |
| CPRT | $86.4M | 4.65% | 0.23% | +13.0% | Q4 2023 |
| SSD | $82.6M | 4.44% | 1.24% | +21.0% | Q4 2023 |
| GGG | $64.6M | 3.48% | 0.48% | +2.5% | Q4 2023 |
 IEX | $38.3M | 2.06% | 0.29% | -13.6% | Q4 2023 |
| WRB | $37.6M | 2.02% | 0.14% | -49.6% | Q4 2023 |
| PGR | $3.06M | 0.16% | 0.00% | Not reported | Q4 2023 |
| MA | $1.19M | 0.06% | 0.00% | Not reported | Q4 2023 |
| V | $1.15M | 0.06% | 0.00% | -1.8% | Q4 2023 |
| MDY | $582K | 0.03% | Not reported | Not reported | Q4 2023 |
 BRK.B | $234K | 0.01% | Not reported | -31.1% | Q4 2023 |
| Q3 2025 | |||||
| APH | $192M | 10.67% | 0.13% | -8.3% | Q4 2023 |
| TDY | $186M | 10.34% | 0.68% | +2.6% | Q4 2023 |
| RBC | $173M | 9.65% | 1.36% | +3.6% | Q4 2023 |
| AME | $162M | 9.04% | 0.37% | +7.4% | Q4 2023 |
| HEI.A | $152M | 8.47% | Not reported | +5.0% | Q4 2023 |
| LIN | $128M | 7.12% | 0.06% | +7.5% | Q4 2023 |
| RLI | $110M | 6.13% | 1.84% | +5.9% | Q4 2023 |
| CP | $100M | 5.59% | 0.15% | +5.1% | Q4 2023 |
| ACGL | $99.5M | 5.54% | 0.29% | +36.9% | Q4 2024 |
| CPRT | $87.8M | 4.89% | 0.20% | +30.1% | Q4 2023 |
| KNSL | $85M | 4.73% | 0.86% | +13.4% | Q4 2023 |
| WRB | $81.5M | 4.54% | 0.28% | +0.8% | Q4 2023 |
| SSD | $70.9M | 3.94% | 1.02% | +10.9% | Q4 2023 |
| GGG | $65.4M | 3.64% | 0.46% | +7.7% | Q4 2023 |
| IEX | $40.5M | 2.26% | 0.33% | +5.5% | Q4 2023 |
| PGR | $3.32M | 0.18% | 0.00% | Not reported | Q4 2023 |
 TMO | $1.38M | 0.08% | 0.00% | Not reported | Q4 2023 |
| MA | $1.19M | 0.07% | 0.00% | Not reported | Q4 2023 |
| V | $1.14M | 0.06% | 0.00% | Not reported | Q4 2023 |
| MDY | $575K | 0.03% | Not reported | Not reported | Q4 2023 |
| BRK.B | $339K | 0.02% | Not reported | Not reported | Q4 2023 |