Maren Capital LLC holds a focused book of 19 stocks worth $1.9B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they trimmed RBC Bearings Inc. Their largest long position is RBC Bearings Inc at 13% of the equity book.
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Use Arkolith to show Maren Capital LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | RBC Bearings Inc COM | $240.0M | 441.9K | 12.6% | ▼−1.9% Reduced · −8K sh | |
| 2 | Teledyne Technologies Inc COM | $219.1M | 362.1K | 11.5% | ▲+0.4% Added · +2K sh | |
| 3 | Linde PLC SHS | $191.7M | 386.7K | 10.0% | ▲+6.2% Added · +22K sh | |
| 4 | Ametek Inc COM | $190.7M | 889.5K | 10.0% | ▲+1.6% Added · +14K sh | |
| 5 | Amphenol Corp CL A | $186.7M | 1.48M | 9.8% | ▼−1.4% Reduced · −20K sh | |
| 6 | Heico Corp New CL A | $159.9M | 757.7K | 8.4% | ▲+22% Added · +135K sh | |
| 7 | Arch Cap Group Ltd ORD | $113.2M | 1.18M | 5.9% | ▲+3.8% Added · +43K sh | |
| 8 | Rli Corp COM | $102.0M | 1.79M | 5.3% | ▲+5.2% Added · +88K sh | |
| 9 | Kinsale Cap Group Inc COM | $92.3M | 270.1K | 4.8% | ▲+15% Added · +35K sh | |
| 10 | Simpson MFG Inc COM | $87.6M | 510.4K | 4.6% | ▼−0.3% Reduced · −1K sh | |
| 11 | Canadian Pacific Kansas City COM | $82.4M | 1.05M | 4.3% | ▼−18% Reduced · −227K sh | |
| 12 | Copart Inc COM | $82.2M | 2.48M | 4.3% | ▲+12% Added · +268K sh | |
| 13 | Graco Inc COM | $66.2M | 781.8K | 3.5% | ▼−0.9% Reduced · −7K sh | |
| 14 | Hingham Instn SVGS Mass COM | $59.2M | 207.0K | 3.1% | ▼−0.8% Reduced · −2K sh | |
| 15 | Berkley W R Corp COM | $33.4M | 504.6K | 1.7% | ▼−5.9% Reduced · −32K sh | |
| 16 | Progressive Corp COM | $2.6M | 12.9K | 0.1% | ▼−4.1% Reduced · −550 sh | |
| 17 | Mastercard Incorporated CL A | $1.0M | 2.1K | 0.1% | —Held | |
| 18 | Visa Inc COM CL A | $995K | 3.3K | 0.1% | —Held | |
| 19 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $595K | 964 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 19 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 21 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 22 | $1.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 25 | $1.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 25 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 25 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 27 | $1.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 26 | $1.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 27 | $1.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 27 | $780.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.