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Maren Capital LLC · 13F 持仓分析
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Maren Capital LLC

No.1659 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$21.57亿
环比变动 Q1 2026
+$2.45亿+12.8%
持仓股票数
17
新买入
0
加仓
12
减仓
4
清仓
2
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
RRBC BEARINGSRBC
12.78%12.55%$2.76亿42.8万股$2.40亿44.2万股-1.4万股-3.12%减仓
安费诺APH
12.68%9.77%$2.74亿155.2万股$1.87亿147.8万股+7.4万股+5.02%加仓
TELEDYNE TECHNOLOGIESTDY
11.65%11.46%$2.51亿37.7万股$2.19亿36.2万股+1.5万股+4.09%加仓
AMETEK COMAME
10.23%9.97%$2.21亿91.2万股$1.91亿89.0万股+2.2万股+2.53%加仓
HEICOHEI
10.11%8.37%$2.18亿84.6万股$1.60亿75.8万股+8.8万股+11.61%加仓
林德LIN
9.51%10.03%$2.05亿39.5万股$1.92亿38.7万股+8,682股+2.25%加仓
SIMPSON MFGSSD
4.98%4.58%$1.07亿51.3万股$8,759.3万51.0万股+2,639股+0.52%加仓
RRLIRLI
4.98%5.34%$1.07亿181.7万股$1.02亿178.9万股+2.8万股+1.59%加仓
iShares安硕·MBSACGL
4.76%5.92%$1.03亿105.8万股$1.13亿117.9万股-12.1万股-10.29%减仓
KKINSALE CAPKNSL
4.3%4.83%$9,284.0万28.1万股$9,229.6万27.0万股+1.1万股+4.20%加仓
加拿大太平洋堪萨斯城铁路CP
4.28%4.31%$9,242.8万106.7万股$8,243.5万104.8万股+1.9万股+1.78%加仓
GRACOGGG
3.58%3.46%$7,714.3万102.0万股$6,617.8万78.2万股+23.8万股+30.51%加仓
COPART COMCPRT
3.26%4.3%$7,038.0万249.7万股$8,218.7万247.6万股+2.1万股+0.85%加仓
HINGHAM INSTN SVGS MASS COMHIFS
2.76%3.09%$5,944.3万19.4万股$5,915.6万20.7万股-1.3万股-6.49%减仓
万事达MA
0.06%0.05%$118.9万2,315股$104.2万2,085股+230股+11.03%加仓
VisaV
0.05%0.05%$111.2万3,242股$99.5万3,292股-50股-1.52%减仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.03%0.03%$67.8万964股$59.5万964股00.00%持仓不变

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