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Maren Capital LLC
kapitalforvalter · portefølje $2.16 mia. · 17 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 13.08.2026; ændring — mod 31.03.2026 · 19
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| RBC Bearings Incorporated US:RBC | 428 132 | $276 mio. | 12.78% | −13 772 |
| Amphenol Corporation US:APH | 1 551 888 | $274 mio. | 12.68% | +74 126 |
| Teledyne Technologies Incorp… US:TDY | 376 928 | $251 mio. | 11.65% | +14 806 |
| Ametek Inc US:AME | 911 966 | $221 mio. | 10.23% | +22 463 |
| Heico Corporation US:HEI-A | 845 691 | $218 mio. | 10.11% | +87 978 |
| LINDE PLC CUSIP G54950103 | 395 385 | $205 mio. | 9.51% | +8 682 |
| Simpson Manufacturing Compan… US:SSD | 513 029 | $107 mio. | 4.98% | +2 639 |
| RLI Corp US:RLI | 1 817 370 | $107 mio. | 4.98% | +28 366 |
| ARCH CAP GROUP LTD CUSIP G0450A105 | 1 057 571 | $103 mio. | 4.76% | −121 299 |
| Kinsale Capital Group Inc US:KNSL | 281 497 | $92.8 mio. | 4.30% | +11 357 |
| Canadian Pacific Kansas City… US:CP | 1 066 682 | $92.4 mio. | 4.28% | +18 696 |
| Graco Inc US:GGG | 1 020 271 | $77.1 mio. | 3.58% | +238 487 |
| Copart Inc US:CPRT | 2 496 614 | $70.4 mio. | 3.26% | +21 095 |
| Hingham Institution for Savi… US:HIFS | 193 531 | $59.4 mio. | 2.76% | −13 424 |
| Mastercard Inc US:MA | 2 315 | $1.19 mio. | 0.06% | +230 |
| Visa Inc. Class A US:V | 3 242 | $1.11 mio. | 0.05% | −50 |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 964 | $678 t. | 0.03% | — |
| Progressive Corp US:PGR | 0 (var 12 900) | — | — | solgt |
| W. R. Berkley Corp US:WRB | 0 (var 504 611) | — | — | solgt |
I virksomheder i vores database 1
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Hingham Institution for Savi… | 9.19% | 193 531 | 2026-06-30 |
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