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Maren Capital LLC

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13F filer, CIK 1961415, CHICAGO, IL

Maren Capital LLC reported $1,466,508,146 across 25 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 76.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001941040-25-000302

Period
2025-03-31
Reported value
$1.47B
Holdings
25
Top 10 weight
76.34%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RLIadded+851,450$68.4M
ACGLadded+244,434$23.5M
APHadded+237,395$15.6M
AMEadded+73,743$12.7M
HEI-Aadded+41,455$8.75M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WSCreduced-78,942-$2.19M
IEXreduced-1,279-$231K
MSFTreduced-200-$75.1K
TMOreduced-125-$62.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001941040-25-000302, largest first. % of portfolio is the value over $1,466,508,146, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,235 shares; 2024Q4: 284,564 shares; 2025Q1: 295,137 shares 295,137$147M10.02%+10,573Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,113 shares; 2024Q4: 403,803 shares; 2025Q1: 420,946 shares 420,946$135M9.24%+17,143Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,462 shares; 2024Q4: 686,632 shares; 2025Q1: 760,375 shares 760,375$131M8.93%+73,743Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,729 shares; 2024Q4: 700,603 shares; 2025Q1: 1,552,053 shares 1,552,053$125M8.5%+851,450Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,424 shares; 2024Q4: 525,167 shares; 2025Q1: 566,622 shares 566,622$120M8.15%+41,455Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,376 shares; 2024Q4: 221,326 shares; 2025Q1: 238,449 shares 238,449$111M7.57%+17,123Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373,472 shares; 2024Q4: 1,402,468 shares; 2025Q1: 1,639,863 shares 1,639,863$108M7.33%+237,395Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070,498 shares; 2024Q4: 1,199,414 shares; 2025Q1: 1,274,752 shares 1,274,752$89.5M6.1%+75,338Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,231 shares; 2024Q4: 150,900 shares; 2025Q1: 162,089 shares 162,089$78.9M5.38%+11,189Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,187 shares; 2024Q4: 1,005,195 shares; 2025Q1: 1,054,420 shares 1,054,420$75M5.12%+49,225Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999,001 shares; 2024Q4: 1,062,914 shares; 2025Q1: 1,204,317 shares 1,204,317$68.2M4.65%+141,403Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 364,805 shares; 2025Q1: 609,239 shares 609,239$58.6M4%+244,434Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,269 shares; 2024Q4: 594,713 shares; 2025Q1: 685,015 shares 685,015$57.2M3.9%+90,302Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,523 shares; 2024Q4: 287,652 shares; 2025Q1: 323,225 shares 323,225$50.8M3.46%+35,573Timeline
HIFSHINGHAM INSTN SVGS MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,887 shares; 2024Q4: 167,730 shares; 2025Q1: 191,395 shares 191,395$45.5M3.1%+23,665Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,752 shares; 2024Q4: 248,116 shares; 2025Q1: 246,837 shares 246,837$44.7M3.05%-1,279Timeline
WSCWILLSCOT HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,831 shares; 2024Q4: 462,674 shares; 2025Q1: 383,732 shares 383,732$10.7M0.73%-78,942Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 13,450 shares; 2025Q1: 13,450 shares 13,450$3.81M0.26%0Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares 1,540$2.21M0.15%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 2,964 shares; 2025Q1: 2,839 shares 2,839$1.41M0.1%-125Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 3,352 shares 3,352$1.17M0.08%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares 2,085$1.14M0.08%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,434 shares; 2025Q1: 2,234 shares 2,234$839K0.06%-200Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 964 shares; 2025Q1: 964 shares 964$514K0.04%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares 700$373K0.03%0Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001941040-25-000302 base2025-05-14acceptance time not in the bulk data set