Maren Capital LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1215.1T
Holdings
27
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TDYTELEDYNE TECHNOLOGIES INC | 275,235 | $120.5T | 9.91% | |
| 2 | RBCRBC BEARINGS INC | 379,113 | $113.5T | 9.34% | |
| 3 | AMEAMETEK INC | 638,462 | $109.6T | 9.02% | |
| 4 | RLIRLI CORP | 674,729 | $104.6T | 8.61% | |
| 5 | HEIHEICO CORP NEW | 480,424 | $97.9T | 8.06% | |
| 6 | LINLINDE PLC | 195,376 | $93.2T | 7.67% | |
| 7 | CPCANADIAN PACIFIC KANSAS CITY | 1,070,498 | $91.6T | 7.54% | |
| 8 | APHAMPHENOL CORP NEW | 1,373,472 | $89.5T | 7.37% | |
| 9 | KNSLKINSALE CAP GROUP INC | 141,231 | $65.8T | 5.41% | |
| 10 | IEXIDEX CORP | 294,752 | $63.2T | 5.20% | |
| 11 | WRBBERKLEY W R CORP | 973,187 | $55.2T | 4.54% | |
| 12 | CPRTCOPART INC | 999,001 | $52.3T | 4.31% | |
| 13 | GGGGRACO INC | 546,269 | $47.8T | 3.93% | |
| 14 | SSDSIMPSON MFG INC | 241,523 | $46.2T | 3.80% | |
| 15 | HIFSHINGHAM INSTN SVGS MASS | 162,887 | $39.6T | 3.26% | |
| 16 | WSCWILLSCOT HLDGS CORP | 264,831 | $10.0T | 0.82% | |
| 17 | PGRPROGRESSIVE CORP | 13,550 | $3.4T | 0.28% | |
| 18 | EQC 6.5 PERP DEQUITY COMWLTH | 95,507 | $2.4T | 0.20% | |
| 19 | TMOTHERMO FISHER SCIENTIFIC INC | 2,964 | $1.8T | 0.15% | |
| 20 | ORLYOREILLY AUTOMOTIVE INC | 1,540 | $1.8T | 0.15% | |
| 21 | MSFTMICROSOFT CORP | 2,634 | $1.1T | 0.09% | |
| 22 | MAMASTERCARD INCORPORATED | 2,085 | $1.0T | 0.08% | |
| 23 | VVISA INC | 3,352 | $921.6B | 0.08% | |
| 24 | RBC 5 10/15/24 ARBC BEARINGS INC | 5,240 | $695.0B | 0.06% | |
| 25 | MDYSPDR S&P MIDCAP 400 ETF TR | 964 | $549.2B | 0.05% | |
| 26 | UGIUGI CORP NEW | 21,876 | $547.3B | 0.05% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 700 | $322.2B | 0.03% |