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Maren Capital LLC

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13F filer, CIK 1961415, CHICAGO, IL

Maren Capital LLC reported $1,859,395,456 across 21 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 79.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000374

Period
2025-12-31
Reported value
$1.86B
Holdings
21
Top 10 weight
79.83%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LINadded+94,996$40.5M
TDYadded+43,652$22.3M
SSDadded+88,667$14.3M
KNSLadded+34,917$13.7M
CPRTadded+254,563$9.97M

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
WRBreduced-527,355-$37M
APHreduced-51,291-$6.93M
IEXreduced-33,914-$6.03M
CPreduced-72,225-$5.32M
TMOexited-2,839-$1.38M

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, Q4 2025

Share positions as resolved from 13F-HR 0001420506-26-000374, largest first. % of portfolio is the value over $1,859,395,456, 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; 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; 2025Q4: 1,498,116 shares 1,498,116$202M10.89%-51,291Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,113 shares; 2024Q4: 403,803 shares; 2025Q1: 420,946 shares; 2025Q2: 428,546 shares; 2025Q3: 443,941 shares; 2025Q4: 450,314 shares 450,314$202M10.86%+6,373Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,235 shares; 2024Q4: 284,564 shares; 2025Q1: 295,137 shares; 2025Q2: 308,900 shares; 2025Q3: 316,943 shares; 2025Q4: 360,595 shares 360,595$184M9.9%+43,652Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,462 shares; 2024Q4: 686,632 shares; 2025Q1: 760,375 shares; 2025Q2: 804,473 shares; 2025Q3: 863,983 shares; 2025Q4: 875,337 shares 875,337$180M9.67%+11,354Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,424 shares; 2024Q4: 525,167 shares; 2025Q1: 566,622 shares; 2025Q2: 569,985 shares; 2025Q3: 598,490 shares; 2025Q4: 623,083 shares 623,083$157M8.46%+24,593Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,376 shares; 2024Q4: 221,326 shares; 2025Q1: 238,449 shares; 2025Q2: 250,441 shares; 2025Q3: 269,237 shares; 2025Q4: 364,233 shares 364,233$155M8.35%+94,996Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 364,805 shares; 2025Q1: 609,239 shares; 2025Q2: 800,801 shares; 2025Q3: 1,096,213 shares; 2025Q4: 1,135,594 shares 1,135,594$109M5.86%+39,381Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,701,167 shares 1,701,167$109M5.85%+11,853Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,275,173 shares 1,275,173$93.9M5.05%-72,225Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,231 shares; 2024Q4: 150,900 shares; 2025Q1: 162,089 shares; 2025Q2: 176,160 shares; 2025Q3: 199,820 shares; 2025Q4: 234,737 shares 234,737$91.8M4.94%+34,917Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,207,903 shares 2,207,903$86.4M4.65%+254,563Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,523 shares; 2024Q4: 287,652 shares; 2025Q1: 323,225 shares; 2025Q2: 381,519 shares; 2025Q3: 423,089 shares; 2025Q4: 511,756 shares 511,756$82.6M4.44%+88,667Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,269 shares; 2024Q4: 594,713 shares; 2025Q1: 685,015 shares; 2025Q2: 714,685 shares; 2025Q3: 769,473 shares; 2025Q4: 788,649 shares 788,649$64.6M3.48%+19,176Timeline
HIFSHINGHAM INSTN SVGS MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,887 shares; 2024Q4: 167,730 shares; 2025Q1: 191,395 shares; 2025Q2: 200,131 shares; 2025Q3: 204,933 shares; 2025Q4: 208,659 shares 208,659$59.3M3.19%+3,726Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,752 shares; 2024Q4: 248,116 shares; 2025Q1: 246,837 shares; 2025Q2: 236,000 shares; 2025Q3: 248,908 shares; 2025Q4: 214,994 shares 214,994$38.3M2.06%-33,914Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 536,470 shares 536,470$37.6M2.02%-527,355Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 13,450 shares; 2025Q1: 13,450 shares; 2025Q2: 13,450 shares; 2025Q3: 13,450 shares; 2025Q4: 13,450 shares 13,450$3.06M0.16%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares 2,085$1.19M0.06%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 3,352 shares; 2025Q2: 3,352 shares; 2025Q3: 3,352 shares; 2025Q4: 3,292 shares 3,292$1.15M0.06%-60Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 964 shares 964$582K0.03%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 465 shares 465$234K0.01%-210Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
TMOTHERMO FISHER SCIENTIFIC INC2,839$1.38Mshares

How Q4 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 0001420506-26-000374 base2026-02-13acceptance time not in the bulk data set