Maren Capital LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$1.9T
Holdings
21
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APHAMPHENOL CORP NEW | 1,498,116 | $202.5B | 10.89% | |
| 2 | RBCRBC BEARINGS INC | 450,314 | $201.9B | 10.86% | |
| 3 | TDYTELEDYNE TECHNOLOGIES INC | 360,595 | $184.2B | 9.90% | |
| 4 | AMEAMETEK INC | 875,337 | $179.7B | 9.67% | |
| 5 | HEIHEICO CORP NEW | 623,083 | $157.3B | 8.46% | |
| 6 | LINLINDE PLC | 364,233 | $155.3B | 8.35% | |
| 7 | ACGLARCH CAP GROUP LTD | 1,135,594 | $108.9B | 5.86% | |
| 8 | RLIRLI CORP | 1,701,167 | $108.8B | 5.85% | |
| 9 | CPCANADIAN PACIFIC KANSAS CITY | 1,275,173 | $93.9B | 5.05% | |
| 10 | KNSLKINSALE CAP GROUP INC | 234,737 | $91.8B | 4.94% | |
| 11 | CPRTCOPART INC | 2,207,903 | $86.4B | 4.65% | |
| 12 | SSDSIMPSON MFG INC | 511,756 | $82.6B | 4.44% | |
| 13 | GGGGRACO INC | 788,649 | $64.6B | 3.48% | |
| 14 | HIFSHINGHAM INSTN SVGS MASS | 208,659 | $59.3B | 3.19% | |
| 15 | IEXIDEX CORP | 214,994 | $38.3B | 2.06% | |
| 16 | WRBBERKLEY W R CORP | 536,470 | $37.6B | 2.02% | |
| 17 | PGRPROGRESSIVE CORP | 13,450 | $3.1B | 0.16% | |
| 18 | MAMASTERCARD INCORPORATED | 2,085 | $1.2B | 0.06% | |
| 19 | VVISA INC | 3,292 | $1.2B | 0.06% | |
| 20 | MDYSPDR S&P MIDCAP 400 ETF TR | 964 | $581.0M | 0.03% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 465 | $233.0M | 0.01% |