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Maren Capital LLC

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13F filer, CIK 1961415, CHICAGO, IL

Maren Capital LLC reported $1,796,201,498 across 22 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 77.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-003196

Period
2025-09-30
Reported value
$1.8B
Holdings
22
Top 10 weight
77.44%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACGLadded+295,412$26.8M
CPRTadded+451,973$20.3M
AMEadded+59,510$11.2M
KNSLadded+23,660$10.1M
LINadded+18,796$8.93M

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
APHreduced-140,552-$17.4M
WSCexited-353,389-$9.68M
ORLYexited-23,100-$2.08M
MSFTexited-1,334-$664K

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, Q3 2025

Share positions as resolved from 13F-HR 0001420506-25-003196, largest first. % of portfolio is the value over $1,796,201,498, 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; 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; 2025Q3: 1,549,407 shares 1,549,407$192M10.67%-140,552Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,235 shares; 2024Q4: 284,564 shares; 2025Q1: 295,137 shares; 2025Q2: 308,900 shares; 2025Q3: 316,943 shares 316,943$186M10.34%+8,043Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,113 shares; 2024Q4: 403,803 shares; 2025Q1: 420,946 shares; 2025Q2: 428,546 shares; 2025Q3: 443,941 shares 443,941$173M9.65%+15,395Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,462 shares; 2024Q4: 686,632 shares; 2025Q1: 760,375 shares; 2025Q2: 804,473 shares; 2025Q3: 863,983 shares 863,983$162M9.04%+59,510Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,424 shares; 2024Q4: 525,167 shares; 2025Q1: 566,622 shares; 2025Q2: 569,985 shares; 2025Q3: 598,490 shares 598,490$152M8.47%+28,505Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,376 shares; 2024Q4: 221,326 shares; 2025Q1: 238,449 shares; 2025Q2: 250,441 shares; 2025Q3: 269,237 shares 269,237$128M7.12%+18,796Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,729 shares; 2024Q4: 700,603 shares; 2025Q1: 1,552,053 shares; 2025Q2: 1,595,038 shares; 2025Q3: 1,689,314 shares 1,689,314$110M6.13%+94,276Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,347,398 shares 1,347,398$100M5.59%+64,940Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 364,805 shares; 2025Q1: 609,239 shares; 2025Q2: 800,801 shares; 2025Q3: 1,096,213 shares 1,096,213$99.5M5.54%+295,412Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,953,340 shares 1,953,340$87.8M4.89%+451,973Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,231 shares; 2024Q4: 150,900 shares; 2025Q1: 162,089 shares; 2025Q2: 176,160 shares; 2025Q3: 199,820 shares 199,820$85M4.73%+23,660Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,063,825 shares 1,063,825$81.5M4.54%+8,353Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,523 shares; 2024Q4: 287,652 shares; 2025Q1: 323,225 shares; 2025Q2: 381,519 shares; 2025Q3: 423,089 shares 423,089$70.9M3.94%+41,570Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,269 shares; 2024Q4: 594,713 shares; 2025Q1: 685,015 shares; 2025Q2: 714,685 shares; 2025Q3: 769,473 shares 769,473$65.4M3.64%+54,788Timeline
HIFSHINGHAM INSTN SVGS MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,887 shares; 2024Q4: 167,730 shares; 2025Q1: 191,395 shares; 2025Q2: 200,131 shares; 2025Q3: 204,933 shares 204,933$54.1M3.01%+4,802Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,752 shares; 2024Q4: 248,116 shares; 2025Q1: 246,837 shares; 2025Q2: 236,000 shares; 2025Q3: 248,908 shares 248,908$40.5M2.26%+12,908Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 13,450 shares; 2025Q1: 13,450 shares; 2025Q2: 13,450 shares; 2025Q3: 13,450 shares 13,450$3.32M0.18%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 2,964 shares; 2025Q1: 2,839 shares; 2025Q2: 2,839 shares; 2025Q3: 2,839 shares 2,839$1.38M0.08%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares 2,085$1.19M0.07%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 3,352 shares; 2025Q2: 3,352 shares; 2025Q3: 3,352 shares 3,352$1.14M0.06%0Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares 964$575K0.03%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 675 shares; 2025Q3: 675 shares 675$339K0.02%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WSCWILLSCOT HLDGS CORP353,389$9.68Mshares
ORLYOREILLY AUTOMOTIVE INC23,100$2.08Mshares
MSFTMICROSOFT CORP1,334$664Kshares

How Q3 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 0001420506-25-003196 base2025-11-13acceptance time not in the bulk data set