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Maren Capital LLC
upravitelj imovinom · portfelj $2.16 mlrd. · 17 pozicija · izvješće na dan 30.06.2026
Pozicije u Dionicama izvješće za 30.06.2026, podneseno 13.08.2026; promjena — naspram 31.03.2026 · 19
| Tvrtka | Dionice | Vrijednost | % portfelja | Promjena u Tromjesečju |
|---|---|---|---|---|
| RBC Bearings Incorporated US:RBC | 428 132 | $276 mil. | 12.78% | −13 772 |
| Amphenol Corporation US:APH | 1 551 888 | $274 mil. | 12.68% | +74 126 |
| Teledyne Technologies Incorp… US:TDY | 376 928 | $251 mil. | 11.65% | +14 806 |
| Ametek Inc US:AME | 911 966 | $221 mil. | 10.23% | +22 463 |
| Heico Corporation US:HEI-A | 845 691 | $218 mil. | 10.11% | +87 978 |
| LINDE PLC CUSIP G54950103 | 395 385 | $205 mil. | 9.51% | +8 682 |
| Simpson Manufacturing Compan… US:SSD | 513 029 | $107 mil. | 4.98% | +2 639 |
| RLI Corp US:RLI | 1 817 370 | $107 mil. | 4.98% | +28 366 |
| ARCH CAP GROUP LTD CUSIP G0450A105 | 1 057 571 | $103 mil. | 4.76% | −121 299 |
| Kinsale Capital Group Inc US:KNSL | 281 497 | $92.8 mil. | 4.30% | +11 357 |
| Canadian Pacific Kansas City… US:CP | 1 066 682 | $92.4 mil. | 4.28% | +18 696 |
| Graco Inc US:GGG | 1 020 271 | $77.1 mil. | 3.58% | +238 487 |
| Copart Inc US:CPRT | 2 496 614 | $70.4 mil. | 3.26% | +21 095 |
| Hingham Institution for Savi… US:HIFS | 193 531 | $59.4 mil. | 2.76% | −13 424 |
| Mastercard Inc US:MA | 2 315 | $1.19 mil. | 0.06% | +230 |
| Visa Inc. Class A US:V | 3 242 | $1.11 mil. | 0.05% | −50 |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 964 | $678 tis. | 0.03% | — |
| W. R. Berkley Corp US:WRB | 0 (bilo je 504 611) | — | — | prodana |
| Progressive Corp US:PGR | 0 (bilo je 12 900) | — | — | prodana |
U tvrtkama iz naše baze podataka 1
| Tvrtka | Udio | Dionice | Datum Izvješća |
|---|---|---|---|
| Hingham Institution for Savi… | 9.19% | 193 531 | 2026-06-30 |
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