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Size ($ in 1000's)
At 12/31/2023: $780,672
At 09/30/2023: $0
Maren Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Maren Capital LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Maren Capital LLC top holdings by largest position size, as per the latest 13f filing made by Maren Capital LLC.
In the Maren Capital LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Maren Capital LLC in that top holding, then the share count change between reporting periods, and finally the Maren Capital LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| TELEDYNE TECHNOLOGIES INC |
185,305 |
+185,305 |
$82,700 | | TDY | 185,305 | +185,305 | $82,700 | | RBC BEARINGS INC |
284,012 |
+284,012 |
$80,912 | | RBC | 284,012 | +284,012 | $80,912 | | RLI CORP |
504,426 |
+504,426 |
$67,149 | | RLI | 504,426 | +504,426 | $67,149 | | CANADIAN PACIFIC KANSAS CITY |
813,590 |
+813,590 |
$64,322 | | CP | 813,590 | +813,590 | $64,322 | | AMETEK INC |
389,862 |
+389,862 |
$64,284 | | AME | 389,862 | +389,862 | $64,284 | | AMPHENOL CORP NEW |
611,948 |
+611,948 |
$60,662 | | APH | 611,948 | +611,948 | $60,662 | | IDEX CORP |
229,326 |
+229,326 |
$49,789 | | IEX | 229,326 | +229,326 | $49,789 | | LINDE PLC |
117,894 |
+117,894 |
$48,420 | | LIN | 117,894 | +117,894 | $48,420 | | KINSALE CAP GROUP INC |
138,776 |
+138,776 |
$46,478 | | KNSL | 138,776 | +138,776 | $46,478 |  HEICO CORP NEW |
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$46,178 | | HEI.A | 324,194 | +324,194 | $46,178 | | BERKLEY W R CORP |
536,134 |
+536,134 |
$37,915 | | WRB | 536,134 | +536,134 | $37,915 | | GRACO INC |
418,125 |
+418,125 |
$36,276 | | GGG | 418,125 | +418,125 | $36,276 | | COPART INC |
596,531 |
+596,531 |
$29,230 | | CPRT | 596,531 | +596,531 | $29,230 | | HINGHAM INSTN SVGS MASS |
123,785 |
+123,785 |
$24,064 | | HIFS | 123,785 | +123,785 | $24,064 | | EQUITY COMWLTH |
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$15,672 | | EQC | 714,461 | +714,461 | $13,718 | | EQC.PRD | 77,771 | +77,771 | $1,954 | | SIMPSON MFG INC |
78,255 |
+78,255 |
$15,493 | | SSD | 78,255 | +78,255 | $15,493 | | PROGRESSIVE CORP |
13,550 |
+13,550 |
$2,158 | | PGR | 13,550 | +13,550 | $2,158 | | MICROSOFT CORP |
5,134 |
+5,134 |
$1,931 | | MSFT | 5,134 | +5,134 | $1,931 | | THERMO FISHER SCIENTIFIC INC |
3,389 |
+3,389 |
$1,799 | | TMO | 3,389 | +3,389 | $1,799 | | OREILLY AUTOMOTIVE INC |
1,540 |
+1,540 |
$1,463 | | ORLY | 1,540 | +1,540 | $1,463 | | MASTERCARD INCORPORATED |
2,085 |
+2,085 |
$889 | | MA | 2,085 | +2,085 | $889 | | VISA INC |
3,352 |
+3,352 |
$873 | | V | 3,352 | +3,352 | $873 | | RBC BEARINGS INC |
5,240 |
+5,240 |
$680 | | RBCP | 5,240 | +5,240 | $680 | | UGI CORP NEW |
9,524 |
+9,524 |
$561 | | UGIC | 9,524 | +9,524 | $561 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
964 |
+964 |
$489 | | MDY | 964 | +964 | $489 |
See Full List: All Stocks Held By Maren Capital LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Maren Capital LLC
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