MC

Maren Capital LLC

13F
Maren Capital LLC
Last update 2025-02-13 25 Stocks (1 new)
Value $1.31 Bil Turnover 18 %
Countries:
Top Holdings: TDY(10.09%)AME(9.46%)RBC(9.23%)RLI(8.82%)HEI.A(7.47%)
Summary Stock Picks Current Portfolio
Maren Capital LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TDY 		Teledyne Technologies Inc
284,564
132,074.7
+3.39%
10.090
+0.33%
0.610
-6.36%
+3.17%
22,437.7
Hardware
AME 		AMETEK Inc
686,632
123,772.3
+7.54%
9.460
+0.66%
0.300
-7.69%
-5.48%
39,265.6
Industrial Products
RBC 		RBC Bearings Inc
403,803
120,793.6
+7,606.16%
9.230
+9.11%
1.280
-1.16%
+15.23%
10,838.5
Industrial Products
RLI 		RLI Corp
1,401,206
115,480.3
+3.83%
8.820
+0.33%
0.760
+1.92%
-9.29%
6,847.2
Insurance
HEI.A 		Heico Corp
525,167
97,723.1
+9.31%
7.470
+0.64%
0.380
+10.05%
+12.63%
32,013.9
Aerospace & Defense
APH 		Amphenol Corp
1,402,468
97,401.4
+2.11%
7.440
+0.15%
0.120
+14.25%
+16.44%
97,742.4
Hardware
LIN 		Linde PLC
221,326
92,662.6
+13.28%
7.080
+0.83%
0.050
+2.32%
+9.03%
214,156.1
Chemicals
CP 		Canadian Pacific Kansas City Ltd
1,199,414
86,801.6
+12.04%
6.630
+0.71%
0.130
-5.67%
+3.76%
69,840.0
Transportation
KNSL 		Kinsale Capital Group Inc
150,900
70,187.9
+6.85%
5.360
+0.34%
0.650
+1.59%
-3.47%
10,462.2
Insurance
CPRT 		Copart Inc
1,062,914
61,000.6
+6.40%
4.660
+0.28%
0.110
+5.68%
+6.67%
59,144.2
Business Services

Maren Capital LLC's Historical Top Holdings Breakdowns

Maren Capital LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RBC 		RBC Bearings Inc2024-12-31Add
+9.11%
●
278.66 ($308) 341.03
$344.69
11.91%
Add 7606.16%
403,803
398,563
ACGL 		Arch Capital Group Ltd2024-12-31New Buy
+2.57%
●
88.71 ($100.75) 114.86
$92.48
-8.21%
New holding
364,805
364,805
LIN 		Linde PLC2024-12-31Add
+0.83%
●
417.66 ($455.41) 486.45
$454.95
-0.10%
Add 13.28%
221,326
25,950
IEX 		IDEX Corp2024-12-31Reduce
-0.82%
●
202.82 ($218.94) 236.06
$181.45
-17.12%
Reduce -15.82%
248,116
-46,636
CP 		Canadian Pacific Kansas City Ltd2024-12-31Add
+0.71%
●
71.1 ($76.93) 83.46
$74.95
-2.57%
Add 12.04%
1,199,414
128,916
AME 		AMETEK Inc2024-12-31Add
+0.66%
●
166.54 ($182.36) 197.38
$170.07
-6.74%
Add 7.54%
686,632
48,170
HEI.A 		Heico Corp2024-12-31Add
+0.64%
●
184.8 ($201.58) 215.57
$209.45
3.90%
Add 9.31%
525,167
44,743
SSD 		Simpson Manufacturing Co Inc2024-12-31Add
+0.58%
●
165.45 ($183.03) 196.93
$157.10
-14.17%
Add 19.1%
287,652
46,129
WSC 		WillScot Holdings Corp2024-12-31Add
+0.50%
●
32.93 ($36.73) 39.8
$27.30
-25.67%
Add 74.71%
462,674
197,843
KNSL 		Kinsale Capital Group Inc2024-12-31Add
+0.34%
●
424.05 ($473.69) 524.22
$448.80
-5.25%
Add 6.85%
150,900
9,669

Maren Capital LLC Total Holding History ($B)

To

Maren Capital LLC's Asset Allocation

To

Maren Capital LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Maren Capital LLC's Hypothetical Growth since 2024-12-31

Maren Capital LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Maren Capital LLC's Holdings Heat Map

Size field:

Maren Capital LLC's Holdings Bubble Chart

Maren Capital LLC News

  • 1

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