Skip to content
Disclosery

Maren Capital LLC

Follow

13F filer, CIK 1961415, CHICAGO, IL

Maren Capital LLC reported $1,659,068,726 across 25 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 77.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001941040-25-000482

Period
2025-06-30
Reported value
$1.66B
Holdings
25
Top 10 weight
77.17%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACGLadded+191,562$17.4M
CPRTadded+297,050$14.6M
SSDadded+58,294$9.05M
AMEadded+44,098$7.98M
TDYadded+13,763$7.05M

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
IEXreduced-10,837-$1.9M
WSCreduced-30,343-$831K
MSFTreduced-900-$448K
BRK-Breduced-25-$12.1K

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, Q2 2025

Share positions as resolved from 13F-HR 0001941040-25-000482, largest first. % of portfolio is the value over $1,659,068,726, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373,472 shares; 2024Q4: 1,402,468 shares; 2025Q1: 1,639,863 shares; 2025Q2: 1,689,959 shares 1,689,959$167M10.06%+50,096Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,113 shares; 2024Q4: 403,803 shares; 2025Q1: 420,946 shares; 2025Q2: 428,546 shares 428,546$165M9.94%+7,600Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,235 shares; 2024Q4: 284,564 shares; 2025Q1: 295,137 shares; 2025Q2: 308,900 shares 308,900$158M9.54%+13,763Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,424 shares; 2024Q4: 525,167 shares; 2025Q1: 566,622 shares; 2025Q2: 569,985 shares 569,985$147M8.89%+3,363Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,462 shares; 2024Q4: 686,632 shares; 2025Q1: 760,375 shares; 2025Q2: 804,473 shares 804,473$146M8.77%+44,098Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,376 shares; 2024Q4: 221,326 shares; 2025Q1: 238,449 shares; 2025Q2: 250,441 shares 250,441$118M7.08%+11,992Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,729 shares; 2024Q4: 700,603 shares; 2025Q1: 1,552,053 shares; 2025Q2: 1,595,038 shares 1,595,038$115M6.94%+42,985Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070,498 shares; 2024Q4: 1,199,414 shares; 2025Q1: 1,274,752 shares; 2025Q2: 1,282,458 shares 1,282,458$102M6.13%+7,706Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,231 shares; 2024Q4: 150,900 shares; 2025Q1: 162,089 shares; 2025Q2: 176,160 shares 176,160$85.2M5.14%+14,071Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,187 shares; 2024Q4: 1,005,195 shares; 2025Q1: 1,054,420 shares; 2025Q2: 1,055,472 shares 1,055,472$77.5M4.67%+1,052Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999,001 shares; 2024Q4: 1,062,914 shares; 2025Q1: 1,204,317 shares; 2025Q2: 1,501,367 shares 1,501,367$73.7M4.44%+297,050Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 364,805 shares; 2025Q1: 609,239 shares; 2025Q2: 800,801 shares 800,801$72.9M4.39%+191,562Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,269 shares; 2024Q4: 594,713 shares; 2025Q1: 685,015 shares; 2025Q2: 714,685 shares 714,685$61.4M3.7%+29,670Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,523 shares; 2024Q4: 287,652 shares; 2025Q1: 323,225 shares; 2025Q2: 381,519 shares 381,519$59.3M3.57%+58,294Timeline
HIFSHINGHAM INSTN SVGS MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,887 shares; 2024Q4: 167,730 shares; 2025Q1: 191,395 shares; 2025Q2: 200,131 shares 200,131$49.7M3%+8,736Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,752 shares; 2024Q4: 248,116 shares; 2025Q1: 246,837 shares; 2025Q2: 236,000 shares 236,000$41.4M2.5%-10,837Timeline
WSCWILLSCOT HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,831 shares; 2024Q4: 462,674 shares; 2025Q1: 383,732 shares; 2025Q2: 353,389 shares 353,389$9.68M0.58%-30,343Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 13,450 shares; 2025Q1: 13,450 shares; 2025Q2: 13,450 shares 13,450$3.59M0.22%0Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares; 2025Q2: 23,100 shares 23,100$2.08M0.13%+21,560Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 3,352 shares; 2025Q2: 3,352 shares 3,352$1.19M0.07%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares 2,085$1.17M0.07%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 2,964 shares; 2025Q1: 2,839 shares; 2025Q2: 2,839 shares 2,839$1.15M0.07%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,434 shares; 2025Q1: 2,234 shares; 2025Q2: 1,334 shares 1,334$664K0.04%-900Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares 964$546K0.03%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 675 shares 675$328K0.02%-25Timeline

How Q2 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 0001941040-25-000482 base2025-08-13acceptance time not in the bulk data set