Maren Capital LLC
13F filer · CIK 1961415 · Chicago, IL
Summary
Maren Capital LLC reported $2.16B across 17 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are RBC (12.8%), APH (12.7%), TDY (11.7%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 12, trimmed 4 and sold out of 2.
Reported value$2.16B
Positions17
Report period2026 Q2
FiledAug 13, 2026
New positions0
Added12
Trimmed4
Sold out2
Top 17 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 12.8%Value $275.74MPrice $501.94Shares 428K -3.12%Since Jun 30 -22.07%
Weight 12.7%Value $273.63MPrice $84.34Shares 1.55M +5.02%Since Jun 30 -52.17%
Weight 11.7%Value $251.37MPrice $605.59Shares 377K +4.09%Since Jun 30 -9.19%
Weight 10.2%Value $220.64MPrice $250.78Shares 912K +2.53%Since Jun 30 +3.65%
Weight 10.1%Value $218.11MPrice $230.84Shares 846K +11.61%Since Jun 30 -10.50%
Weight 9.5%Value $205.18MPrice $473.37Shares 395K +2.25%Since Jun 30 -8.78%
Weight 5.0%Value $107.40MPrice $173.99Shares 513K +0.52%Since Jun 30 -16.89%
Weight 5.0%Value $107.35MPrice $56.48Shares 1.82M +1.59%Since Jun 30 -4.38%
Weight 4.8%Value $102.65MPrice $95.12Shares 1.06M -10.29%Since Jun 30 -2.00%
Weight 4.3%Value $92.84MPrice $323.25Shares 281K +4.20%Since Jun 30 -1.99%
Weight 4.3%Value $92.43MPrice $86.51Shares 1.07M +1.78%Since Jun 30 -0.16%
Weight 3.6%Value $77.14MPrice $78.10Shares 1.02M +30.51%Since Jun 30 +3.29%
Weight 3.3%Value $70.38MPrice $27.14Shares 2.50M +0.85%Since Jun 30 -3.72%
Weight 2.8%Value $59.44MPrice $290.86Shares 194K -6.49%Since Jun 30 -5.30%
Weight 0.1%Value $1.19MPrice $563.58Shares 2,315 +11.03%Since Jun 30 +9.73%
Weight 0.1%Value $1.11MPrice $365.88Shares 3,242 -1.52%Since Jun 30 +6.64%
Weight 0.0%Value $678.0KPrice $660.23Shares 964Since Jun 30 -6.13%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 12.8% | $275.74M | -22.07% | -3.12% | Trim | |
| 12.7% | $273.63M | -52.17% | +5.02% | Add | |
| 11.7% | $251.37M | -9.19% | +4.09% | Add | |
| 10.2% | $220.64M | +3.65% | +2.53% | Add | |
 HEI.AHEICO CORP NEW | 10.1% | $218.11M | -10.50% | +11.61% | Add |
| 9.5% | $205.18M | -8.78% | +2.25% | Add | |
| 5.0% | $107.40M | -16.89% | +0.52% | Add | |
| 5.0% | $107.35M | -4.38% | +1.59% | Add | |
| 4.8% | $102.65M | -2.00% | -10.29% | Trim | |
| 4.3% | $92.84M | -1.99% | +4.20% | Add | |
| 4.3% | $92.43M | -0.16% | +1.78% | Add | |
| 3.6% | $77.14M | +3.29% | +30.51% | Add | |
| 3.3% | $70.38M | -3.72% | +0.85% | Add | |
| 2.8% | $59.44M | -5.30% | -6.49% | Trim | |
| 0.1% | $1.19M | +9.73% | +11.03% | Add | |
| 0.1% | $1.11M | +6.64% | -1.52% | Trim | |
| 0.0% | $678.0K | -6.13% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
HEI.AHEICO CORP NEW≈ $22.69MAddLargest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.