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Livermore
Livermore
ZHEN

Maren Capital LLC

SEC CIK
0001961415
Latest filing
Aug 13, 2026

The latest 13F from Maren Capital LLC covers Q2 2026 (filed Aug 13, 2026): 17 long positions worth $2.16B. The top 10 holdings make up 86.0% of the portfolio, and the largest is RBC Bearings INC (RBC) at 12.8%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
12
Est. +$81.9M
Reduced
4
Est. −$24.8M
Sold out
2
Est. −$36.0M

Top 5 holdings

Share of this quarter's portfolio value

  1. RBCRBC Bearings INC
    12.8%$275.7MHistory
  2. APHAmphenol Corp
    12.7%$273.6MHistory
  3. TDYTeledyne Technologies Inc
    11.7%$251.4MHistory
  4. AMEAmetek Inc
    10.2%$220.6MHistory
  5. HEI.AHeico Corp
    10.1%$218.1MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. HEI.AHeico Corp
    +$22.7MAddedHistory
  2. GGGGraco Inc
    +$18.0MAddedHistory
  3. APHAmphenol Corp
    +$13.1MAddedHistory
  4. TDYTeledyne Technologies Inc
    +$9.87MAddedHistory
  5. AMEAmetek Inc
    +$5.43MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. APHAmphenol Corp
    +2.92 pp9.8% → 12.7%History
  2. HEI.AHeico Corp
    +1.74 pp8.4% → 10.1%History
  3. SSDSimpson Manufacturing Co., Inc.
    +0.40 pp4.6% → 5.0%History
  4. AMEAmetek Inc
    +0.25 pp10.0% → 10.2%History
  5. TDYTeledyne Technologies Inc
    +0.19 pp11.5% → 11.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. WRBBerkley W R Corp
    −$33.4MSold outHistory
  2. ACGLArch Capital Group Ltd.
    −$11.8MReducedHistory
  3. RBCRBC Bearings INC
    −$8.87MReducedHistory
  4. Hingham Instn SVGS Mass433323102
    −$4.12MReduced
  5. PGRProgressive Corp
    −$2.56MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. WRBBerkley W R Corp
    −1.75 pp1.7% → 0.0%History
  2. ACGLArch Capital Group Ltd.
    −1.16 pp5.9% → 4.8%History
  3. Hingham Instn SVGS Mass433323102
    −0.34 pp3.1% → 2.8%
  4. PGRProgressive Corp
    −0.13 pp0.1% → 0.0%History
  5. VVisa Inc.
    0.00 pp0.1% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.16B
+$245.5M (+12.8%) vs. prior quarter
Positions
17
−2 vs. prior quarter
Top 10 concentration
86.0%
Top 10 as share of value
Turnover
3.0%
Q2 2026, one quarter
Average holding period
10.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.16B (Q2 2026)

Q4 2023: $780.7MQ1 2024: $1.04BQ2 2024: $1.04BQ3 2024: $1.22BQ4 2024: $1.31BQ1 2025: $1.47BQ2 2025: $1.66BQ3 2025: $1.80BQ4 2025: $1.86BQ1 2026: $1.91BQ2 2026: $2.16B
Q4 2023Q2 2026
13F filings of Maren Capital LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 202617$2.16BRBCAPHTDYvs. Q1 2026SEC
Q1 2026May 14, 202619$1.91BRBCTDYLINvs. Q4 2025SEC
Q4 2025Feb 13, 202621$1.86BAPHRBCTDYvs. Q3 2025SEC
Q3 2025Nov 13, 202522$1.80BAPHTDYRBCvs. Q2 2025SEC
Q2 2025Aug 13, 202525$1.66BAPHRBCTDYvs. Q1 2025SEC
Q1 2025May 14, 202525$1.47BTDYRBCAMEvs. Q4 2024SEC
Q4 2024Feb 13, 202525$1.31BTDYAMERBCvs. Q3 2024SEC
Q3 2024Nov 14, 202427$1.22BTDYRBCAMEvs. Q2 2024SEC
Q2 2024Aug 14, 202426$1.04BTDYRBCRLIvs. Q1 2024SEC
Q1 2024May 14, 202427$1.04BTDYRLIRBCvs. Q4 2023SEC
Q4 2023Feb 13, 202427$780.7MTDYRBCRLI–SEC

13D and 13G filings

Companies where Maren Capital LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Maren Capital LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
Hingham Institution for SavingsCommon Stock, $1.00 par value per share13G/A8.80%191.4K shares–May 14, 20251 filingMay 14, 2025SEC

Latest filings

3 filings on file made by Maren Capital LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Maren Capital LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
Hingham Institution for SavingsCommon Stock, $1.00 par value per shareMay 14, 20253:05 PM ET13G/A8.80%191.4K shares–Mar 31, 2025SEC
Maren Capital LLCNov 14, 202412:43 PM ET13G/AOld format–––SEC
Maren Capital LLCFeb 13, 202412:27 PM ET13GOld format–New–SEC