Maren Capital LLC Long-Term Concentrated

Location: CHICAGO, IL

CIK: 0001961415 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $1,911,825 (100.0% shares, 0.0% debt)

Holdings (19)

Increased Positions (7)

LIN LINDE PLC 10.0%

Value ($000) $191,712 (+23.4%) Shares 386,703 (+6.2%) Est. Cost $420.47 Unrealized +9.4%

AME AMETEK INC 10.0%

Value ($000) $190,674 (+6.1%) Shares 889,503 (+1.6%) Est. Cost $164.51 Unrealized +35.7%

RLI RLI CORP 5.3%

Value ($000) $102,045 (-6.2%) Shares 1,789,004 (+5.2%) Est. Cost $68.33 Unrealized -12.0%

CPRT COPART INC 4.3%

Value ($000) $82,187 (-4.9%) Shares 2,475,519 (+12.1%) Est. Cost $48.30 Unrealized -18.9%

ACGL ARCH CAP GROUP LTD 5.9%

Value ($000) $113,160 (+3.9%) Shares 1,178,870 (+3.8%) Est. Cost $93.56 Unrealized +2.5%

HEI/A HEICO CORP NEW 8.4%

Value ($000) $159,946 (+1.7%) Shares 757,713 (+21.6%) Est. Cost $175.34 Unrealized +48.0%

KNSL KINSALE CAP GROUP INC 4.8%

Value ($000) $92,296 (+0.5%) Shares 270,140 (+15.1%) Est. Cost $398.48 Unrealized -1.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LIN	LINDE PLC	386,703 (+6.2%)	$191,712 (+23.4%)	10.0%	$420.47	+9.4%	SHS	G54950103
AME	AMETEK INC	889,503 (+1.6%)	$190,674 (+6.1%)	10.0%	$164.51	+35.7%	COM	031100100
RLI	RLI CORP	1,789,004 (+5.2%)	$102,045 (-6.2%)	5.3%	$68.33	-12.0%	COM	749607107
CPRT	COPART INC	2,475,519 (+12.1%)	$82,187 (-4.9%)	4.3%	$48.30	-18.9%	COM	217204106
ACGL	ARCH CAP GROUP LTD	1,178,870 (+3.8%)	$113,160 (+3.9%)	5.9%	$93.56	+2.5%	ORD	G0450A105
HEI/A	HEICO CORP NEW	757,713 (+21.6%)	$159,946 (+1.7%)	8.4%	$175.34	+48.0%	CL A	422806208
KNSL	KINSALE CAP GROUP INC	270,140 (+15.1%)	$92,296 (+0.5%)	4.8%	$398.48	-1.3%	COM	49714P108

Exited Positions (2)

IEX IDEX CORP 2.0%

Value ($000) $38,256 Shares 214,994 Est. Cost $199.28 Unrealized -0.1%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%

Value ($000) $234 Shares 465 Est. Cost $350.99 Unrealized +40.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IEX	IDEX CORP	214,994	$38,256	2.0%	$199.28	-0.1%	—	45167R104
BRK/B	BERKSHIRE HATHAWAY INC DEL	465	$234	0.0%	$350.99	+40.6%	—	084670702

Decreased Positions (5)

RBC RBC BEARINGS INC 12.6%

Value ($000) $240,007 (+18.9%) Shares 441,904 (-1.9%) Est. Cost $267.10 Unrealized +93.8%

APH AMPHENOL CORP 9.8%

Value ($000) $186,715 (-7.8%) Shares 1,477,762 (-1.4%) Est. Cost $56.90 Unrealized +157.3%

CP CANADIAN PACIFIC KANSAS CITY 4.3%

Value ($000) $82,435 (-12.2%) Shares 1,047,986 (-17.8%) Est. Cost $74.82 Unrealized +3.2%

WRB BERKLEY W R CORP 1.7%

Value ($000) $33,446 (-11.1%) Shares 504,611 (-5.9%) Est. Cost $48.50 Unrealized +43.2%

PGR PROGRESSIVE CORP 0.1%

Value ($000) $2,557 (-16.5%) Shares 12,900 (-4.1%) Est. Cost $143.35 Unrealized +44.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
RBC	RBC BEARINGS INC	441,904 (-1.9%)	$240,007 (+18.9%)	12.6%	$267.10	+93.8%	COM	75524B104
APH	AMPHENOL CORP	1,477,762 (-1.4%)	$186,715 (-7.8%)	9.8%	$56.90	+157.3%	CL A	032095101
CP	CANADIAN PACIFIC KANSAS CITY	1,047,986 (-17.8%)	$82,435 (-12.2%)	4.3%	$74.82	+3.2%	COM	13646K108
WRB	BERKLEY W R CORP	504,611 (-5.9%)	$33,446 (-11.1%)	1.7%	$48.50	+43.2%	COM	084423102
PGR	PROGRESSIVE CORP	12,900 (-4.1%)	$2,557 (-16.5%)	0.1%	$143.35	+44.2%	COM	743315103

Unchanged Positions (7)

TDY TELEDYNE TECHNOLOGIES INC 11.5%

Value ($000) $219,087 Shares 362,122 Est. Cost $432.81 Unrealized +41.9%

SSD SIMPSON MFG INC 4.6%

Value ($000) $87,593 Shares 510,390 Est. Cost $168.58 Unrealized +11.3%

GGG GRACO INC 3.5%

Value ($000) $66,178 Shares 781,784 Est. Cost $79.51 Unrealized +12.1%

V VISA INC 0.1%

Value ($000) $995 Shares 3,292 Est. Cost $242.67 Unrealized +35.6%

MA MASTERCARD INCORPORATED 0.1%

Value ($000) $1,042 Shares 2,085 Est. Cost $397.11 Unrealized +35.7%

HIFS HINGHAM INSTN SVGS MASS 3.1%

Value ($000) $59,156 Shares 206,955 Est. Cost $188.10 Unrealized +60.7%

MDY STATE STR SPDR S&P MIDCAP 40 0.0%

Value ($000) $595 Shares 964 Est. Cost $507.38 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TDY	TELEDYNE TECHNOLOGIES INC	362,122	$219,087	11.5%	$432.81	+41.9%	COM	879360105
SSD	SIMPSON MFG INC	510,390	$87,593	4.6%	$168.58	+11.3%	COM	829073105
GGG	GRACO INC	781,784	$66,178	3.5%	$79.51	+12.1%	COM	384109104
V	VISA INC	3,292	$995	0.1%	$242.67	+35.6%	COM CL A	92826C839
MA	MASTERCARD INCORPORATED	2,085	$1,042	0.1%	$397.11	+35.7%	CL A	57636Q104
HIFS	HINGHAM INSTN SVGS MASS	206,955	$59,156	3.1%	$188.10	+60.7%	COM	433323102
MDY	STATE STR SPDR S&P MIDCAP 40	964	$595	0.0%	$507.38	—	UTSER1 S&PDCRP	78467Y107