Maren Capital LLC
CHICAGO IL · SEC CIK 0001961415
$19.12亿2026Q1 申报市值
19持仓数
82.8%前十大占比 · 第一大 12.6%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HEI/A 加仓+$2,841.91万
KNSL 加仓+$1,209.58万
LIN 加仓+$1,113.97万
CPRT 加仓+$888.49万
RLI 加仓+$501.02万
2026Q1 卖出最多 按季末市值估算
IEX 清仓-$3,825.60万
CP 减仓-$1,787.05万
RBC 减仓-$456.76万
APH 减仓-$257.17万
WRB 减仓-$211.16万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RBC | RBC BEARINGS INC | $2.40亿 | 12.55% | 441,904 | -8,410 | -1.9% | -$456.76万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2.19亿 | 11.46% | 362,122 | 1,527 | 0.4% | $92.39万 | 加仓 |
| LIN | LINDE PLC | $1.92亿 | 10.03% | 386,703 | 22,470 | 6.2% | $1,113.97万 | 加仓 |
| AME | AMETEK INC | $1.91亿 | 9.97% | 889,503 | 14,166 | 1.6% | $303.66万 | 加仓 |
| APH | AMPHENOL CORP | $1.87亿 | 9.77% | 1,477,762 | -20,354 | -1.4% | -$257.17万 | 减仓 |
| HEI/A | HEICO CORP NEW | $1.60亿 | 8.37% | 757,713 | 134,630 | 21.6% | $2,841.91万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $1.13亿 | 5.92% | 1,178,870 | 43,276 | 3.8% | $415.41万 | 加仓 |
| RLI | RLI CORP | $1.02亿 | 5.34% | 1,789,004 | 87,837 | 5.2% | $501.02万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $9,229.59万 | 4.83% | 270,140 | 35,403 | 15.1% | $1,209.58万 | 加仓 |
| SSD | SIMPSON MFG INC | $8,759.31万 | 4.58% | 510,390 | -1,366 | -0.3% | -$23.44万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $8,243.46万 | 4.31% | 1,047,986 | -227,187 | -17.8% | -$1,787.05万 | 减仓 |
| CPRT | COPART INC | $8,218.72万 | 4.30% | 2,475,519 | 267,616 | 12.1% | $888.49万 | 加仓 |
| GGG | GRACO INC | $6,617.80万 | 3.46% | 781,784 | -6,865 | -0.9% | -$58.11万 | 减仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $5,915.59万 | 3.09% | 206,955 | -1,704 | -0.8% | -$48.71万 | 减仓 |
| WRB | BERKLEY W R CORP | $3,344.56万 | 1.75% | 504,611 | -31,859 | -5.9% | -$211.16万 | 减仓 |
| PGR | PROGRESSIVE CORP | $255.73万 | 0.13% | 12,900 | -550 | -4.1% | -$10.90万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $104.18万 | 0.05% | 2,085 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $99.50万 | 0.05% | 3,292 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $59.46万 | 0.03% | 964 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -214,994 | -100.0% | -$3,825.60万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -465 | -100.0% | -$23.37万 | 清仓 |