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Maren Capital LLC
gestora de activos · cartera $2.16 mil M · 17 posiciones · informe a 30.06.2026
Posiciones en acciones informe de 30.06.2026, presentado el 13.08.2026; cambio — frente a 31.03.2026 · 19
| Empresa | Acciones | Valor | % de la cartera | Cambio trimestral |
|---|---|---|---|---|
| RBC Bearings Incorporated US:RBC | 428 132 | $276 M | 12.78% | −13 772 |
| Amphenol Corporation US:APH | 1 551 888 | $274 M | 12.68% | +74 126 |
| Teledyne Technologies Incorp… US:TDY | 376 928 | $251 M | 11.65% | +14 806 |
| Ametek Inc US:AME | 911 966 | $221 M | 10.23% | +22 463 |
| Heico Corporation US:HEI-A | 845 691 | $218 M | 10.11% | +87 978 |
| LINDE PLC CUSIP G54950103 | 395 385 | $205 M | 9.51% | +8 682 |
| Simpson Manufacturing Compan… US:SSD | 513 029 | $107 M | 4.98% | +2 639 |
| RLI Corp US:RLI | 1 817 370 | $107 M | 4.98% | +28 366 |
| ARCH CAP GROUP LTD CUSIP G0450A105 | 1 057 571 | $103 M | 4.76% | −121 299 |
| Kinsale Capital Group Inc US:KNSL | 281 497 | $92.8 M | 4.30% | +11 357 |
| Canadian Pacific Kansas City… US:CP | 1 066 682 | $92.4 M | 4.28% | +18 696 |
| Graco Inc US:GGG | 1 020 271 | $77.1 M | 3.58% | +238 487 |
| Copart Inc US:CPRT | 2 496 614 | $70.4 M | 3.26% | +21 095 |
| Hingham Institution for Savi… US:HIFS | 193 531 | $59.4 M | 2.76% | −13 424 |
| Mastercard Inc US:MA | 2 315 | $1.19 M | 0.06% | +230 |
| Visa Inc. Class A US:V | 3 242 | $1.11 M | 0.05% | −50 |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 964 | $678 mil | 0.03% | — |
| W. R. Berkley Corp US:WRB | 0 (era 504 611) | — | — | vendida |
| Progressive Corp US:PGR | 0 (era 12 900) | — | — | vendida |
En las empresas de nuestra base de datos 1
| Empresa | Participación | Acciones | Fecha del informe |
|---|---|---|---|
| Hingham Institution for Savi… | 9.19% | 193 531 | 2026-06-30 |
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