Maren Capital LLC
CIK 1961415
13F filing for Q2 2026・No. 1,561
- Holdings
- US$2.16B
- Quarter change
- +US$245.47M
- Entries
- 17
- Net bought (estimate)
- +US$21.13M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 2
- Cut 4
- Added 12
- Corporate actions 0
- Unchanged 1
Largest holdings
17 stocks worth US$2.16B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RBCRBC BEARINGS INCCOM | Cut | 428,132 | US$275.74M | 12.78% |
| APHAMPHENOL CORPCL A | Added | 1,551,888 | US$273.63M | 12.68% |
| TDYTELEDYNE TECHNOLOGIES INCCOM | Added | 376,928 | US$251.37M | 11.65% |
| AMEAMETEK INCCOM | Added | 911,966 | US$220.64M | 10.23% |
| HEI.AHEICO CORP NEWCL A | Added | 845,691 | US$218.11M | 10.11% |
| LINLINDE PLCSHS | Added | 395,385 | US$205.18M | 9.51% |
| SSDSIMPSON MFG INCCOM | Added | 513,029 | US$107.4M | 4.98% |
| RLIRLI CORPCOM | Added | 1,817,370 | US$107.35M | 4.98% |
| ACGLARCH CAP GROUP LTDORD | Cut | 1,057,571 | US$102.65M | 4.76% |
| KNSLKINSALE CAP GROUP INCCOM | Added | 281,497 | US$92.84M | 4.30% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.