MC
Maren Capital Portfolio holdings
AUM
$1.66B
This Quarter Return
+9.25%
1 Year Return
+21.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$781M
AUM Growth
–
Cap. Flow
+$781M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.25%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Teledyne Technologies
TDY
|
$82.7M |
| 2 |
RBC Bearings
RBC
|
$80.9M |
| 3 |
RLI Corp
RLI
|
$67.1M |
| 4 |
Canadian Pacific Kansas City
CP
|
$64.3M |
| 5 |
Ametek
AME
|
$64.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 47.52% |
| 2 | Financials | 23.03% |
| 3 | Technology | 18.61% |
| 4 | Materials | 8.19% |
| 5 | Real Estate | 1.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
| $489K | 0.06% |
+964
| New | +$489K |
|
27
Berkshire Hathaway Class B
BRK.B
$1.09T
| $285K | 0.04% |
+800
| New | +$285K |
|