§ 13F · FUND PROFILE
Maren Capital LLC.
AUM · $2.2B (13F)Positions · 17Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RBC | RBC BEARINGS INC | 428K | $276M | 12.8% | −3% |
| 2 | APH | AMPHENOL CORP | 1.55M | $274M | 12.7% | +5% |
| 3 | TDY | TELEDYNE TECHNOLOGIES INC | 377K | $251M | 11.7% | +4% |
| 4 | AME | AMETEK INC | 912K | $221M | 10.2% | +3% |
| 5 | HEI/A | HEICO CORP NEW | 846K | $218M | 10.1% | +12% |
| 6 | LIN | LINDE PLC | 395K | $205M | 9.5% | +2% |
| 7 | SSD | SIMPSON MFG INC | 513K | $107M | 5.0% | +1% |
| 8 | RLI | RLI CORP | 1.82M | $107M | 5.0% | +2% |
| 9 | ACGL | ARCH CAP GROUP LTD | 1.06M | $103M | 4.8% | −10% |
| 10 | KNSL | KINSALE CAP GROUP INC | 281K | $93M | 4.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAREN SIGNAL
AC read
Maren Capital LLC is a Other fund managing $2.2 billion in assets. The fund runs a focused portfolio of just 17 positions.
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