We are live on ! Find out more
MC

Maren Capital Portfolio holdings

AUM $2.16B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
+3.58%
1 Year Est. Return
+21.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.91B
AUM Growth
+$52.4M
Cap. Flow
+$13.3M
Cap. Flow %
0.7%
Top 10 Hldgs %
82.81%
Holding
21
New
–
Increased
8
Reduced
8
Closed
2
Avg Time Held
8.8 quarters
Top 10 Avg Time Held
6.6 quarters
Top 20 Avg Time Held
7.7 quarters

Top Buys

Rank Stock Value
1
HEI.A icon
HEICO Corp Class A
HEI.A
+$33.1M
2
KNSL icon
Kinsale Capital Group
KNSL
+$13.4M
3
LIN icon
Linde
LIN
+$10.6M
4
CPRT icon
Copart
CPRT
+$10.1M
5
RLI icon
RLI Corp
RLI
+$5.27M

Top Sells

Rank Stock Value
1
IEX icon
IDEX
IEX
+$38.3M
2
CP icon
Canadian Pacific Kansas City
CP
+$18M
3
RBC icon
RBC Bearings
RBC
+$4.46M
4
APH icon
Amphenol
APH
+$2.87M
5
WRB icon
W.R. Berkley
WRB
+$2.19M

Sector Composition

Rank Sector Weight
1 Industrials 42.97%
2 Technology 21.23%
3 Financials 21.17%
4 Materials 14.61%
5 Miscellaneous 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
RBC icon
1
RBC Bearings
RBC
$16.3B
$240M 12.55%
441,904
-8,410
-2% -$4.46M
2023 Q4
9 quarters
TDY icon
2
Teledyne Technologies
TDY
$28.6B
$219M 11.46%
362,122
+1,527
+0.4% +$953K
2023 Q4
9 quarters
LIN icon
3
Linde
LIN
$221B
$192M 10.03%
386,703
+22,470
+6% +$10.6M
2023 Q4
9 quarters
AME icon
4
Ametek
AME
$57.8B
$191M 9.97%
889,503
+14,166
+2% +$3.15M
2023 Q4
9 quarters
APH icon
5
Amphenol
APH
$214B
$187M 9.77%
2,955,524
-40,708
-1% -$2.87M
2023 Q4
9 quarters
HEI.A icon
6
HEICO Corp Class A
HEI.A
$31.4B
$160M 8.37%
757,713
+134,630
+22% +$33.1M
2023 Q4
9 quarters
ACGL icon
7
Arch Capital
ACGL
$31.9B
$113M 5.92%
1,178,870
+43,276
+4% +$4.14M
2024 Q4
5 quarters
RLI icon
8
RLI Corp
RLI
$5.13B
$102M 5.34%
1,789,004
+87,837
+5% +$5.27M
2023 Q4
9 quarters
KNSL icon
9
Kinsale Capital Group
KNSL
$7.51B
$92.3M 4.83%
270,140
+35,403
+15% +$13.4M
2023 Q4
9 quarters
SSD icon
10
Simpson Manufacturing
SSD
$7.11B
$87.6M 4.58%
510,390
-1,366
-0.3% -$252K
2023 Q4
9 quarters
CP icon
11
Canadian Pacific Kansas City
CP
$75.5B
$82.4M 4.31%
1,047,986
-227,187
-18% -$18M
2023 Q4
9 quarters
CPRT icon
12
Copart
CPRT
$25.2B
$82.2M 4.3%
2,475,519
+267,616
+12% +$10.1M
2023 Q4
9 quarters
GGG icon
13
Graco
GGG
$12.6B
$66.2M 3.46%
781,784
-6,865
-0.9% -$608K
2023 Q4
9 quarters
HIFS icon
14
Hingham Institution for Saving
HIFS
$632M
$59.2M 3.09%
206,955
-1,704
-0.8% -$498K
2023 Q4
9 quarters
WRB icon
15
W.R. Berkley
WRB
$25.6B
$33.4M 1.75%
504,611
-31,859
-6% -$2.19M
2023 Q4
9 quarters
PGR icon
16
Progressive
PGR
$122B
$2.56M 0.13%
12,900
-550
-4% -$114K
2023 Q4
9 quarters
MA icon
17
Mastercard
MA
$484B
$1.04M 0.05%
2,085
– –
2023 Q4
9 quarters
V icon
18
Visa
V
$677B
$995K 0.05%
3,292
– –
2023 Q4
9 quarters
MDY icon
19
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.9B
$595K 0.03%
964
– –
2023 Q4
9 quarters
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.08T
– –
-465
Closed -$234K –
IEX icon
21
IDEX
IEX
$17.2B
– –
-214,994
Closed -$38.3M –

Similar funds

MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
OIMU
Osmosis Investment Management UK London, United Kingdom $2.15B AUM
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.16B AUM 43.32% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Maren Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Maren Capital held 21 positions worth $1.91B, up 2.8% from $1.86B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Maren Capital's Q1 2026 filing shows 8 increased, 8 reduced and 2 closed positions. The largest sale was IDEX, an estimated $38.3M.

By sector, the portfolio is most concentrated in Industrials at 43% of assets, down from 44% a quarter earlier, followed by Technology and Financials.

  • Maren Capital added most to HEICO Corp Class A in Q1 2026, an estimated $33.1M increase.
  • Maren Capital's biggest Q1 2026 reduction was Canadian Pacific Kansas City, cutting an estimated $18M.
  • Maren Capital fully exited IDEX in Q1 2026, selling an estimated $38.3M.
  • Maren Capital's ten largest holdings make up 83% of its $1.91B portfolio in Q1 2026.
  • Maren Capital opened 0 new positions and closed 2 in Q1 2026.
  • Maren Capital's portfolio value rose 2.8% quarter-over-quarter to $1.91B.

Based on Maren Capital's 13F filing for Q1 2026, filed 14 May 2026.