Maren Capital LLC
Maren Capital LLC is an employee-owned investment management firm headquartered in Chicago, Illinois. Established in 2022, the firm focuses on delivering strong absolute and long-term capital growth for its investors, utilizing a concentrated and intrinsic value-based investment approach. Maren Capital primarily serves institutional and high-net-worth clients, and is managed by a small team led by founder Brad Schatz.
Investment Strategy
Maren Capital LLC employs a concentrated, long-term investment strategy with an intrinsic value approach. The firm invests primarily in equity securities, identified through fundamental, bottom-up research, seeking to achieve capital growth by focusing on high-conviction positions in high-quality businesses trading below intrinsic value. The portfolio is designed to be focused and can hold significant positions in select companies to maximize compounded returns over the long term while minimizing permanent loss of capital.
Latest 13F Filing Activity
Maren Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 25 equity positions with a total 13F market value of $2B. The fund increased holdings in Amphenol Corp. New, RBC Bearings Inc., Heico Corp. New among other positions. Maren Capital LLC reduced exposure to Rli Corp., Idex Corp., Willscot HLDGS Corp. among others.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APH | AMPHENOL CORP NEW | 10.06% | $166.9M | 1,689,959 | $54.87 | $98.75 | +$59.3M |
R RBC | RBC BEARINGS INC | 9.94% | $164.9M | 428,546 | $286.39 | $384.80 | +$29.5M |
T TDY | TELEDYNE TECHNOLOGIES INC | 9.54% | $158.3M | 308,900 | $444.33 | $512.31 | +$11.4M |
H HEI-A | HEICO CORP NEW | 8.89% | $147.5M | 569,985 | $154.86 | $258.75 | +$27.9M |
A AME | AMETEK INC | 8.77% | $145.6M | 804,473 | $169.30 | $180.96 | +$14.7M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
B Brad Schatz | Chief Executive Officer and Chief Investment Officer | Chicago, IL , United States |