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Maren Capital LLC

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13F filer, CIK 1961415, CHICAGO, IL

Maren Capital LLC reported $2,157,294,917 across 17 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 85.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001591

Period
2026-06-30
Reported value
$2.16B
Holdings
17
Top 10 weight
85.98%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HEI-Aadded+87,978$22.7M
GGGadded+238,487$18M
APHadded+74,126$13.1M
TDYadded+14,806$9.87M
AMEadded+22,463$5.43M

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
WRBexited-504,611-$33.4M
ACGLreduced-121,299-$11.8M
RBCreduced-13,772-$8.87M
HIFSreduced-13,424-$4.12M
PGRexited-12,900-$2.56M

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 2026

Share positions as resolved from 13F-HR 0001420506-26-001591, largest first. % of portfolio is the value over $2,157,294,917, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,113 shares; 2024Q4: 403,803 shares; 2025Q1: 420,946 shares; 2025Q2: 428,546 shares; 2025Q3: 443,941 shares; 2025Q4: 450,314 shares; 2026Q1: 441,904 shares; 2026Q2: 428,132 shares 428,132$276M12.78%-13,772Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,477,762 shares; 2026Q2: 1,551,888 shares 1,551,888$274M12.68%+74,126Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,235 shares; 2024Q4: 284,564 shares; 2025Q1: 295,137 shares; 2025Q2: 308,900 shares; 2025Q3: 316,943 shares; 2025Q4: 360,595 shares; 2026Q1: 362,122 shares; 2026Q2: 376,928 shares 376,928$251M11.65%+14,806Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638,462 shares; 2024Q4: 686,632 shares; 2025Q1: 760,375 shares; 2025Q2: 804,473 shares; 2025Q3: 863,983 shares; 2025Q4: 875,337 shares; 2026Q1: 889,503 shares; 2026Q2: 911,966 shares 911,966$221M10.23%+22,463Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480,424 shares; 2024Q4: 525,167 shares; 2025Q1: 566,622 shares; 2025Q2: 569,985 shares; 2025Q3: 598,490 shares; 2025Q4: 623,083 shares; 2026Q1: 757,713 shares; 2026Q2: 845,691 shares 845,691$218M10.11%+87,978Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,376 shares; 2024Q4: 221,326 shares; 2025Q1: 238,449 shares; 2025Q2: 250,441 shares; 2025Q3: 269,237 shares; 2025Q4: 364,233 shares; 2026Q1: 386,703 shares; 2026Q2: 395,385 shares 395,385$205M9.51%+8,682Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,523 shares; 2024Q4: 287,652 shares; 2025Q1: 323,225 shares; 2025Q2: 381,519 shares; 2025Q3: 423,089 shares; 2025Q4: 511,756 shares; 2026Q1: 510,390 shares; 2026Q2: 513,029 shares 513,029$107M4.98%+2,639Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,789,004 shares; 2026Q2: 1,817,370 shares 1,817,370$107M4.98%+28,366Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,178,870 shares; 2026Q2: 1,057,571 shares 1,057,571$103M4.76%-121,299Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,231 shares; 2024Q4: 150,900 shares; 2025Q1: 162,089 shares; 2025Q2: 176,160 shares; 2025Q3: 199,820 shares; 2025Q4: 234,737 shares; 2026Q1: 270,140 shares; 2026Q2: 281,497 shares 281,497$92.8M4.3%+11,357Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,047,986 shares; 2026Q2: 1,066,682 shares 1,066,682$92.4M4.28%+18,696Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546,269 shares; 2024Q4: 594,713 shares; 2025Q1: 685,015 shares; 2025Q2: 714,685 shares; 2025Q3: 769,473 shares; 2025Q4: 788,649 shares; 2026Q1: 781,784 shares; 2026Q2: 1,020,271 shares 1,020,271$77.1M3.58%+238,487Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,475,519 shares; 2026Q2: 2,496,614 shares 2,496,614$70.4M3.26%+21,095Timeline
HIFSHINGHAM INSTN SVGS MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,887 shares; 2024Q4: 167,730 shares; 2025Q1: 191,395 shares; 2025Q2: 200,131 shares; 2025Q3: 204,933 shares; 2025Q4: 208,659 shares; 2026Q1: 206,955 shares; 2026Q2: 193,531 shares 193,531$59.4M2.76%-13,424Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares; 2026Q1: 2,085 shares; 2026Q2: 2,315 shares 2,315$1.19M0.06%+230Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 3,352 shares; 2025Q2: 3,352 shares; 2025Q3: 3,352 shares; 2025Q4: 3,292 shares; 2026Q1: 3,292 shares; 2026Q2: 3,242 shares 3,242$1.11M0.05%-50Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 964 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 964 shares; 2026Q1: 964 shares; 2026Q2: 964 shares 964$678K0.03%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
WRBBERKLEY W R CORP504,611$33.4Mshares
PGRPROGRESSIVE CORP12,900$2.56Mshares

How Q2 2026 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 0001420506-26-001591 base2026-08-13acceptance time not in the bulk data set