Maren Capital LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$1.3T
Holdings
25
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TDYTELEDYNE TECHNOLOGIES INC | 284,564 | $132.1B | 10.09% | |
| 2 | AMEAMETEK INC | 686,632 | $123.8B | 9.46% | |
| 3 | RBCRBC BEARINGS INC | 403,803 | $120.8B | 9.23% | |
| 4 | RLIRLI CORP | 700,603 | $115.5B | 8.82% | |
| 5 | HEIHEICO CORP NEW | 525,167 | $97.7B | 7.47% | |
| 6 | APHAMPHENOL CORP NEW | 1,402,468 | $97.4B | 7.44% | |
| 7 | LINLINDE PLC | 221,326 | $92.7B | 7.08% | |
| 8 | CPCANADIAN PACIFIC KANSAS CITY | 1,199,414 | $86.8B | 6.63% | |
| 9 | KNSLKINSALE CAP GROUP INC | 150,900 | $70.2B | 5.36% | |
| 10 | CPRTCOPART INC | 1,062,914 | $61.0B | 4.66% | |
| 11 | WRBBERKLEY W R CORP | 1,005,195 | $58.8B | 4.49% | |
| 12 | IEXIDEX CORP | 248,116 | $51.9B | 3.97% | |
| 13 | GGGGRACO INC | 594,713 | $50.1B | 3.83% | |
| 14 | SSDSIMPSON MFG INC | 287,652 | $47.7B | 3.64% | |
| 15 | HIFSHINGHAM INSTN SVGS MASS | 167,730 | $42.6B | 3.26% | |
| 16 | ACGLARCH CAP GROUP LTD | 364,805 | $33.7B | 2.57% | |
| 17 | WSCWILLSCOT HLDGS CORP | 462,674 | $15.5B | 1.18% | |
| 18 | PGRPROGRESSIVE CORP | 13,450 | $3.2B | 0.25% | |
| 19 | ORLYOREILLY AUTOMOTIVE INC | 1,540 | $1.8B | 0.14% | |
| 20 | TMOTHERMO FISHER SCIENTIFIC INC | 2,964 | $1.5B | 0.12% | |
| 21 | MAMASTERCARD INCORPORATED | 2,085 | $1.1B | 0.08% | |
| 22 | VVISA INC | 3,352 | $1.1B | 0.08% | |
| 23 | MSFTMICROSOFT CORP | 2,434 | $1.0B | 0.08% | |
| 24 | MDYSPDR S&P MIDCAP 400 ETF TR | 964 | $549.1M | 0.04% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 700 | $317.3M | 0.02% |