Maren Capital LLC
$2.2B in tracked AUM across 17 positions as of Q2 2026.
Maren Capital LLC's $1.91B 13F shows a manager running a concentrated discretionary book with an unusually balanced Q1: eight positions increased and eight decreased, two sold out, zero new additions. That perfectly symmetrical activity — no new positions, no net directional tilt — reads as a manager pruning and rebalancing existing holdings rather than building new theses. AUM grew modestly from $1.86B to $1.91B, implying performance appreciation or modest inflows in a book that was already at size. The WhaleScore of 79 reflects a track record built on concentrated security selection, and this filing confirms that Maren is not in a rapid rotation phase — it is maintaining and fine-tuning its existing conviction set.
Quarter at a glance — Q2 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q2 2026.