Maren Capital LLC Portfolio Holdings by Sector

Maren Capital LLC

$1.04 Trillion
Q2 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Insurance—Property & Casualty \| Financial Services RLI KNSL WRB PGR 4 stocks	$198 Million 25.2% of portfolio	3	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials AME IEX GGG 3 stocks	$188 Million 23.92% of portfolio	3	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TDY 1 stocks	$103 Million 13.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials ROLL ROLLP 2 stocks	$99.2 Million 12.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$85.2 Million 10.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$43.9 Million 5.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials SSD 1 stocks	$33.6 Million 4.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HIFS 1 stocks	$28 Million 3.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$1.8 Million 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$1.64 Million 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$1.63 Million 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.4 Million 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs MDY 1 stocks	$515,817 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities UGI 1 stocks	$500,960 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$325,440 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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