2026 Q3 Portfolio Activity
In 2026 Q3, Maren Capital LLC maintained a portfolio of 18 distinct positions. The most significant new addition was S&P GLOBAL INC, now representing 1.00% of the total fund value. They heavily accumulated shares in LINDE PLC, increasing the position by 12.4%.
Position History
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Total Positions
18
Quarter
2026 Q3
Top Holding
APH (12.6%)
Top 10 Concentration
84.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-18 of 18
Maren Capital LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
APH
AMPHENOL CORP
|
Technology | 12.61% | 12.68% |
#1
1
Prev: #2
|
9.0 |
—
|
1,549,546 | 99.8% |
P
S
|
3,101,434 | $261,450,897 |
$56.79
+39.7%
|
2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | ||
|
RBC
RBC BEARINGS IN...
|
Industrials | 11.44% | 12.78% |
#2
1
Prev: #1
|
7.5 |
—
|
47,066 | 11.0% |
P
S
|
475,198 | $237,233,098 |
$312.02
+55.6%
|
2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | ||
|
TDY
TELEDYNE TECHNO...
|
Technology | 11.12% | 11.65% |
#3
Prev: #3
|
5.5 |
—
|
3,067 | 0.8% |
P
S
|
379,995 | $230,584,766 |
$466.53
+38.0%
|
2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | ||
|
AME
AMETEK INC
|
Industrials | 10.89% | 10.23% |
#4
Prev: #4
|
5.0 |
—
|
-273 | -0.0% |
P
S
|
911,693 | $225,853,802 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
LIN
LINDE PLC
|
Basic Materials | 10.17% | 9.51% |
#5
1
Prev: #6
|
6.5 |
—
|
49,085 | 12.4% |
P
S
|
444,470 | $210,967,854 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
HEI/A
HEICO CORP NEW
|
Industrials | 9.59% | 10.11% |
#6
1
Prev: #5
|
4.3 |
—
|
25,182 | 3.0% |
P
S
|
870,873 | $198,846,477 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ACGL
ARCH CAP GROUP ...
|
Financial Services | 4.88% | 4.76% |
#7
2
Prev: #9
|
2.5 |
—
|
39,030 | 3.7% |
P
S
|
1,096,601 | $101,282,068 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
RLI
RLI CORP
|
Financial Services | 4.80% | 4.98% |
#8
Prev: #8
|
2.4 |
—
|
-16,099 | -0.9% |
P
S
|
1,801,271 | $99,628,277 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
KNSL
KINSALE CAP GRO...
|
Financial Services | 4.41% | 4.30% |
#9
1
Prev: #10
|
2.3 |
—
|
1,581 | 0.6% |
P
S
|
283,078 | $91,363,313 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
SSD
SIMPSON MFG INC
|
Basic Materials | 4.38% | 4.98% |
#10
3
Prev: #7
|
2.3 |
—
|
19,156 | 3.7% |
P
S
|
532,185 | $90,939,787 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 4.33% | 4.28% |
#11
Prev: #11
|
2.2 |
—
|
-12,535 | -1.2% |
P
S
|
1,054,147 | $89,707,933 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
GGG
GRACO INC
|
Industrials | 4.06% | 3.58% |
#12
Prev: #12
|
3.6 |
—
|
76,000 | 7.4% |
P
S
|
1,096,271 | $84,237,477 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CPRT
COPART INC
|
Industrials | 3.57% | 3.26% |
#13
Prev: #13
|
3.4 |
—
|
220,198 | 8.8% |
P
S
|
2,716,812 | $74,114,631 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
HIFS
HINGHAM INSTN S...
|
Financial Services | 2.61% | 2.76% |
#14
Prev: #14
|
1.5 |
—
|
-2,326 | -1.2% |
P
S
|
191,205 | $54,032,494 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 1.00% | — |
#15
Prev: #—
|
3.9 |
—
|
52,671 | — |
NEW
|
52,671 | $20,777,129 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.06% | 0.06% |
#16
1
Prev: #15
|
1.0 |
—
|
no change | no change |
P
S
|
2,315 | $1,276,653 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
V
VISA INC
|
Financial Services | 0.05% | 0.05% |
#17
1
Prev: #16
|
0.5 |
—
|
-495 | -15.3% |
P
S
|
2,747 | $987,080 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.03% | 0.03% |
#18
1
Prev: #17
|
1.0 |
—
|
no change | no change |
P
S
|
964 | $633,068 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 |
Showing 1-18 of 18 holdings