Maren Capital LLC Portfolio Holdings by Sector

Maren Capital LLC

$1.66 Trillion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Insurance—Property & Casualty \| Financial Services RLI KNSL WRB PGR 4 stocks	$282 Million 21.79% of portfolio	3	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials AME GGG IEX 3 stocks	$248 Million 19.22% of portfolio	2	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$167 Million 12.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials ROLL 1 stocks	$165 Million 12.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TDY 1 stocks	$158 Million 12.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$73.7 Million 5.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ACGL BRK-B 2 stocks	$73.2 Million 5.67% of portfolio	1	1	-	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials SSD 1 stocks	$59.3 Million 4.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HIFS 1 stocks	$49.7 Million 3.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials WSC 1 stocks	$9.68 Million 0.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$2.36 Million 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$2.08 Million 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$1.15 Million 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$663,545 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs MDY 1 stocks	$546,087 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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