Maren Capital LLC Long-Term Concentrated

Location: Chicago, IL

CIK: 0001961415 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $1.912B (100.0% shares, 0.0% debt)

Holdings (19)

RBC RBC BEARINGS INC 12.6%

Value $240M Shares 441,904 Est. Cost $267.10 Unrealized +93.8%

TDY TELEDYNE TECHNOLOGIES INC 11.5%

Value $219M Shares 362,122 Est. Cost $432.81 Unrealized +41.9%

LIN LINDE PLC 10.0%

Value $192M Shares 386,703 Est. Cost $420.47 Unrealized +9.4%

AME AMETEK INC 10.0%

Value $191M Shares 889,503 Est. Cost $164.51 Unrealized +35.7%

APH AMPHENOL CORP 9.8%

Value $187M Shares 1,477,762 Est. Cost $56.90 Unrealized +157.3%

HEI/A HEICO CORP NEW 8.4%

Value $160M Shares 757,713 Est. Cost $175.34 Unrealized +48.0%

ACGL ARCH CAP GROUP LTD 5.9%

Value $113M Shares 1,178,870 Est. Cost $93.56 Unrealized +2.5%

RLI RLI CORP 5.3%

Value $102M Shares 1,789,004 Est. Cost $68.33 Unrealized -12.0%

KNSL KINSALE CAP GROUP INC 4.8%

Value $92.3M Shares 270,140 Est. Cost $398.48 Unrealized -1.3%

SSD SIMPSON MFG INC 4.6%

Value $87.59M Shares 510,390 Est. Cost $168.58 Unrealized +11.3%

CP CANADIAN PACIFIC KANSAS CITY 4.3%

Value $82.43M Shares 1,047,986 Est. Cost $74.82 Unrealized +3.2%

CPRT COPART INC 4.3%

Value $82.19M Shares 2,475,519 Est. Cost $48.30 Unrealized -18.9%

GGG GRACO INC 3.5%

Value $66.18M Shares 781,784 Est. Cost $79.51 Unrealized +12.1%

HIFS HINGHAM INSTN SVGS MASS 3.1%

Value $59.16M Shares 206,955 Est. Cost $188.10 Unrealized +60.7%

WRB BERKLEY W R CORP 1.7%

Value $33.45M Shares 504,611 Est. Cost $48.50 Unrealized +43.2%

PGR PROGRESSIVE CORP 0.1%

Value $2.557M Shares 12,900 Est. Cost $143.35 Unrealized +44.2%

MA MASTERCARD INCORPORATED 0.1%

Value $1.042M Shares 2,085 Est. Cost $397.11 Unrealized +35.7%

V VISA INC 0.1%

Value $995K Shares 3,292 Est. Cost $242.67 Unrealized +35.6%

MDY STATE STR SPDR S&P MIDCAP 40 0.0%

Value $595K Shares 964 Est. Cost $507.38 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RBC	RBC BEARINGS INC	441,904	$240M	12.6%	$267.10	+93.8%	COM	75524B104
TDY	TELEDYNE TECHNOLOGIES INC	362,122	$219M	11.5%	$432.81	+41.9%	COM	879360105
LIN	LINDE PLC	386,703	$192M	10.0%	$420.47	+9.4%	SHS	G54950103
AME	AMETEK INC	889,503	$191M	10.0%	$164.51	+35.7%	COM	031100100
APH	AMPHENOL CORP	1,477,762	$187M	9.8%	$56.90	+157.3%	CL A	032095101
HEI/A	HEICO CORP NEW	757,713	$160M	8.4%	$175.34	+48.0%	CL A	422806208
ACGL	ARCH CAP GROUP LTD	1,178,870	$113M	5.9%	$93.56	+2.5%	ORD	G0450A105
RLI	RLI CORP	1,789,004	$102M	5.3%	$68.33	-12.0%	COM	749607107
KNSL	KINSALE CAP GROUP INC	270,140	$92.3M	4.8%	$398.48	-1.3%	COM	49714P108
SSD	SIMPSON MFG INC	510,390	$87.59M	4.6%	$168.58	+11.3%	COM	829073105
CP	CANADIAN PACIFIC KANSAS CITY	1,047,986	$82.43M	4.3%	$74.82	+3.2%	COM	13646K108
CPRT	COPART INC	2,475,519	$82.19M	4.3%	$48.30	-18.9%	COM	217204106
GGG	GRACO INC	781,784	$66.18M	3.5%	$79.51	+12.1%	COM	384109104
HIFS	HINGHAM INSTN SVGS MASS	206,955	$59.16M	3.1%	$188.10	+60.7%	COM	433323102
WRB	BERKLEY W R CORP	504,611	$33.45M	1.7%	$48.50	+43.2%	COM	084423102
PGR	PROGRESSIVE CORP	12,900	$2.557M	0.1%	$143.35	+44.2%	COM	743315103
MA	MASTERCARD INCORPORATED	2,085	$1.042M	0.1%	$397.11	+35.7%	CL A	57636Q104
V	VISA INC	3,292	$995K	0.1%	$242.67	+35.6%	COM CL A	92826C839
MDY	STATE STR SPDR S&P MIDCAP 40	964	$595K	0.0%	$507.38	—	UTSER1 S&PDCRP	78467Y107