Investor
Maren Capital LLC
CIK 0001961415 · filed 2026-05-14 · SEC filing
13F book
$1.91B
Positions
19
0 new · 2 sold
Largest name
12.6%
Rbc Bearings Inc · RBC
Est. mark
$44.1M
Price effect on 19 names still held. Flow $8.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Rbc Bearings Inc | RBC | 441.9K | $240M | 12.6% | $41.8M | Cut$38.1M |
| Teledyne Technologies Inc | TDY | 362.1K | $219.1M | 11.5% | $34M | Added$34.9M |
| Linde Plc | LIN | 386.7K | $191.7M | 10.0% | $25.3M | Added$36.4M |
| Ametek Inc/ | AME | 889.5K | $190.7M | 10.0% | $7.92M | Added$11M |
| Amphenol Corp New | — | 1.48M | $186.7M | 9.8% | −$13M | Cut−$15.7M |
| Heico Corp New | — | 757.7K | $159.9M | 8.4% | −$25.8M | Added$2.66M |
| Arch Cap Group Ltd | — | 1.18M | $113.2M | 5.9% | $79.5K | Added$4.23M |
| Rli Corp | RLI | 1.79M | $102M | 5.3% | −$11.8M | Added−$6.8M |
| Kinsale Cap Group Inc | — | 270.1K | $92.3M | 4.8% | −$11.6M | Added$485.7K |
| Simpson Mfg Inc | — | 510.4K | $87.6M | 4.6% | $5.18M | Cut$4.96M |
| Canadian Pacific Kansas City | — | 1.05M | $82.4M | 4.3% | $5.27M | Cut−$11.5M |
| Copart Inc | CPRT | 2.48M | $82.2M | 4.3% | −$13.1M | Added−$4.25M |
| Graco Inc | GGG | 781.8K | $66.2M | 3.5% | $2.1M | Cut$1.53M |
| Hingham Instn Svgs Mass | — | 207K | $59.2M | 3.1% | $389.1K | Cut−$94.8K |
| Berkley W R Corp | — | 504.6K | $33.4M | 1.7% | −$1.94M | Cut−$4.17M |
| Progressive Corp | — | 12.9K | $2.56M | 0.1% | −$380.3K | Cut−$505.5K |
| Mastercard Inc | MA | 2.08K | $1.04M | 0.1% | −$148.5K | Held |
| Visa Inc. | V | 3.29K | $995K | 0.1% | −$159.6K | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 964 | $594.6K | 0.0% | $13K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.