Q2 2026 13F · SEC CIK 1961415
Maren Capital LLC
Asset managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $2.2B
- Reported positions
- 17
- Top holdings a year, 3 yrs
- +11.8%
- Assets under management
- $2.1B
Maren Capital LLC is an asset manager that reported 17 positions worth $2.2B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Rbc Bearings Inc (ROLL, 12.8%), Amphenol Corp (APH, 12.7%), Teledyne Technologies Inc (TDY, 11.7%). A portfolio copying its top holdings returned 11.8% a year over the last 3 years, against 18.8% for the S&P 500.
Maren Capital LLC holdings all 17 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| ROLLRbc Bearings Inc | 12.8% | -3.1% | $275.7M |
| APHAmphenol Corp | 12.7% | +5.0% | $273.6M |
| TDYTeledyne Technologies Inc | 11.7% | +4.1% | $251.4M |
| AMEAmetek Inc | 10.2% | +2.5% | $220.6M |
| HEI-AHeico Corp New | 10.1% | +11.6% | $218.1M |
| LINLinde PLC | 9.5% | +2.2% | $205.2M |
| SSDSimpson Manufacturing Co Inc. | 5.0% | +0.5% | $107.4M |
| RLIRli Corp | 5.0% | +1.6% | $107.4M |
| ACGLArch Capital Group Ltd | 4.8% | -10.3% | $102.6M |
| KNSLKinsale Cap Group Inc | 4.3% | +4.2% | $92.8M |
| CPCanadian Pacific Kansas City | 4.3% | +1.8% | $92.4M |
| GGGGraco Inc | 3.6% | +30.5% | $77.1M |
| CPRTCopart Inc | 3.3% | +0.9% | $70.4M |
| HIFSHingham Instn Svgs Mass | 2.8% | -6.5% | $59.4M |
| MAMastercard Inc. | 0.1% | +11.0% | $1.2M |
| VVisa Inc Com Cl A | 0.1% | -1.5% | $1.1M |
| MDYState Street Spdr S&p Midcap 400 ETF Tru | 0.0% | +0.0% | $678K |
What Maren Capital LLC bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- GGG Graco Inc+30.5% shares
- HEI-A Heico Corp New+11.6% shares
- MA Mastercard Inc.+11.0% shares
- APH Amphenol Corp+5.0% shares
Reduced
- ACGL Arch Capital Group Ltd-10.3% shares
- HIFS Hingham Instn Svgs Mass-6.5% shares
Sold out
- WRB W. R. Berkley Corp.was 1.7%
- PGR Progressive Corp.was 0.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +14.3% /yr
- S&P 500 +20.1%
- 3 years
- +11.8% /yr
- S&P 500 +18.8%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $2.2B | 17 |
| Q1 2026 | $1.9B | 19 |
| Q4 2025 | $1.9B | 21 |
| Q3 2025 | $1.8B | 22 |
| Q2 2025 | $1.7B | 25 |
| Q1 2025 | $1.5B | 25 |
| Q4 2024 | $1.3B | 25 |
| Q3 2024 | $1.2B | 27 |
| Q2 2024 | $1.0B | 26 |
| Q1 2024 | $1.0B | 27 |
| Q4 2023 | $780.7M | 27 |
Questions about Maren Capital LLC's portfolio
What stocks does Maren Capital LLC own?
Maren Capital LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 17 positions worth $2.2B. The largest are Rbc Bearings Inc (ROLL) at 12.8%, Amphenol Corp (APH) at 12.7%, Teledyne Technologies Inc (TDY) at 11.7%, Ametek Inc (AME) at 10.2% and Heico Corp New (HEI-A) at 10.1%.
What did Maren Capital LLC buy last quarter?
In Q2 2026, Maren Capital LLC added Graco Inc (GGG) (+30.5% shares), Heico Corp New (HEI-A) (+11.6% shares) and Mastercard Inc. (MA) (+11.0% shares), compared with its Q1 2026 filing.
What did Maren Capital LLC sell last quarter?
In Q2 2026, Maren Capital LLC sold all of W. R. Berkley Corp. (WRB), sold all of Progressive Corp. (PGR), Arch Capital Group Ltd (ACGL) (-10.3% shares) and Hingham Instn Svgs Mass (HIFS) (-6.5% shares), compared with its Q1 2026 filing.
How has Maren Capital LLC's portfolio performed?
A portfolio copying Maren Capital LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.8% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +14.3% against +20.1%.
When is Maren Capital LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Maren Capital LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Maren Capital LLC manage?
Maren Capital LLC reported $2.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.2B.