Maren Capital LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1.0B
Holdings
26
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TDYTELEDYNE TECHNOLOGIES INC | 264,637 | $102.7T | 9881655.86% | |
| 2 | RBCRBC BEARINGS INC | 365,301 | $98.6T | 9484849.31% | |
| 3 | RLIRLI CORP | 646,789 | $91.0T | 8757818.75% | |
| 4 | AMEAMETEK INC | 536,441 | $89.4T | 8607029.12% | |
| 5 | HEIHEICO CORP NEW | 479,748 | $85.2T | 8196530.63% | |
| 6 | APHAMPHENOL CORP NEW | 1,264,014 | $85.2T | 8195743.74% | |
| 7 | LINLINDE PLC | 192,227 | $84.4T | 8118225.18% | |
| 8 | CPCANADIAN PACIFIC KANSAS CITY | 1,021,858 | $80.5T | 7742848.60% | |
| 9 | IEXIDEX CORP | 293,000 | $59.0T | 5673693.28% | |
| 10 | KNSLKINSALE CAP GROUP INC | 140,588 | $54.2T | 5213092.24% | |
| 11 | WRBBERKLEY W R CORP | 640,055 | $50.3T | 4840595.65% | |
| 12 | CPRTCOPART INC | 810,384 | $43.9T | 4224150.00% | |
| 13 | GGGGRACO INC | 502,284 | $39.8T | 3832504.58% | |
| 14 | SSDSIMPSON MFG INC | 199,296 | $33.6T | 3232551.07% | |
| 15 | HIFSHINGHAM INSTN SVGS MASS | 156,471 | $28.0T | 2693805.31% | |
| 16 | PGRPROGRESSIVE CORP | 13,550 | $2.8T | 270873.55% | |
| 17 | EQC 6.5 PERP DEQUITY COMWLTH | 92,159 | $2.3T | 220943.57% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 2,964 | $1.6T | 157751.38% | |
| 19 | ORLYOREILLY AUTOMOTIVE INC | 1,540 | $1.6T | 156523.31% | |
| 20 | MSFTMICROSOFT CORP | 3,134 | $1.4T | 134811.72% | |
| 21 | MAMASTERCARD INCORPORATED | 2,085 | $919.8B | 88526.28% | |
| 22 | VVISA INC | 3,352 | $879.8B | 84674.63% | |
| 23 | RBC 5 10/15/24 ARBC BEARINGS INC | 5,240 | $640.8B | 61672.61% | |
| 24 | MDYSPDR S&P MIDCAP 400 ETF TR | 964 | $515.8B | 49643.85% | |
| 25 | UGIUGI CORP NEW | 21,876 | $501.0B | 48213.97% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 800 | $325.4B | 31321.37% |