Maren Capital LLC
data from 30/09/2025
Capitalization
$ 1.796 B
8.27 %
Performance
$ 294.903 M
25.77 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | APH | AMPHENOL CORP NEW | 10.67% | 191.739 M $ | 1549407 | 2023/12/31 | 42.249 M $ | 25.32 % |
| 2025/09/30 | TDY | TELEDYNE TECHNOLOGIES INC | 10.34% | 185.741 M $ | 316943 | 2023/12/31 | 22.775 M $ | 14.39 % |
| 2025/09/30 | RBC | RBC BEARINGS INC | 9.65% | 173.266 M $ | 443941 | 2023/12/31 | 2.353 M $ | 1.43 % |
| 2025/09/30 | AME | AMETEK INC | 9.04% | 162.429 M $ | 863983 | 2023/12/31 | 5.663 M $ | 3.89 % |
| 2025/09/30 | HEI-A | HEICO CORP NEW | 8.47% | 152.070 M $ | 598490 | 2023/12/31 | -2.656 M $ | -1.80 % |
| 2025/09/30 | LIN | LINDE PLC | 7.12% | 127.888 M $ | 269237 | 2023/12/31 | 1.458 M $ | 1.24 % |
| 2025/09/30 | RLI | RLI CORP | 6.13% | 110.177 M $ | 1689314 | 2023/12/31 | -11.165 M $ | -9.69 % |
| 2025/09/30 | CP | CANADIAN PACIFIC KANSAS CITY | 5.59% | 100.368 M $ | 1347398 | 2023/12/31 | -6.130 M $ | -6.03 % |
| 2025/09/30 | ACGL | ARCH CAP GROUP LTD | 5.54% | 99.459 M $ | 1096213 | 2024/12/31 | -256.256 K $ | -0.35 % |
| 2025/09/30 | CPRT | COPART INC | 4.89% | 87.842 M $ | 1953340 | 2023/12/31 | -6.156 M $ | -8.36 % |
| 2025/09/30 | KNSL | KINSALE CAP GROUP INC | 4.73% | 84.975 M $ | 199820 | 2023/12/31 | -10.330 M $ | -12.12 % |
| 2025/09/30 | WRB | BERKLEY W R CORP | 4.54% | 81.510 M $ | 1063825 | 2023/12/31 | 3.325 M $ | 4.29 % |
| 2025/09/30 | SSD | SIMPSON MFG INC | 3.94% | 70.850 M $ | 423089 | 2023/12/31 | 4.635 M $ | 7.82 % |
| 2025/09/30 | GGG | GRACO INC | 3.64% | 65.374 M $ | 769473 | 2023/12/31 | -721.831 K $ | -1.17 % |
| 2025/09/30 | HIFS | HINGHAM INSTN SVGS MASS | 3.01% | 54.057 M $ | 204933 | 2023/12/31 | 3.088 M $ | 6.21 % |
| 2025/09/30 | IEX | IDEX CORP | 2.26% | 40.512 M $ | 248908 | 2023/12/31 | -3.023 M $ | -7.30 % |
| 2025/09/30 | PGR | PROGRESSIVE CORP | 0.18% | 3.321 M $ | 13450 | 2023/12/31 | -267.789 K $ | -7.46 % |
| 2025/09/30 | TMO | THERMO FISHER SCIENTIFIC INC | 0.08% | 1.377 M $ | 2839 | 2023/12/31 | 225.870 K $ | 19.62 % |
| 2025/09/30 | MA | MASTERCARD INCORPORATED | 0.07% | 1.186 M $ | 2085 | 2023/12/31 | 14.323 K $ | 1.22 % |
| 2025/09/30 | V | VISA INC | 0.06% | 1.144 M $ | 3352 | 2023/12/31 | -45.821 K $ | -3.85 % |
| 2025/09/30 | MDY | SPDR S&P MIDCAP 400 ETF TR | 0.03% | 574.573 K $ | 964 | 2023/12/31 | 28.486 K $ | 5.22 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.02% | 339.350 K $ | 675 | 2023/12/31 | 11.454 K $ | 3.49 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | WSC | WILLSCOT HLDGS CORP | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ORLY | OREILLY AUTOMOTIVE INC | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |