Hedge Fund - Maren Capital

Bradley Carl Schatz Bio, Returns, AUM, Net Worth

Founded in 2022, Chicago-based Maren Capital is an employee-owned investment management firm focused on generating strong long-term returns through a concentrated portfolio of exceptional businesses. They employ fundamental, intrinsic value-based investing principles and rigorous due diligence to identify opportunities they believe will compound capital over time.

Bradley Carl Schatz is the founder, CEO, and CIO of Maren Capital LLC, established in 2022. Previously, he served as a research analyst at Snyder Capital Management LP from 2006 to 2012 and as president of Port Capital LLC from 2015 to 2021. Mr. Schatz holds a graduate degree from The University of Chicago and an undergraduate degree from The University of Colorado.

Maren Capital is a prominent advisory firm managing discretionary assets totaling $888,954,863, as reported in their Form ADV on March 2024. With four clients, their latest 13F filing for Q1 2024 showed $1,038,663,926 in managed 13F securities and a top 10 holdings concentration of 79.58%. The firm's largest holding is Teledyne Technologies, Inc., with 254,245 shares.

Bradley Carl Schatz
Fund Profile
Filing Period:
Fund Name: Maren Capital
Manager Bradley Carl Schatz
Portfolio Value $1,038,663,926
Change This QTR +1.33%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. TDY 254,245 $109,152,463 +38% 10.5%
2. RLI 612,081 $90,875,700 +22% 8.74%
3. RBC 332,856 $89,987,620 +18% 8.66%
4. CP 951,680 $83,909,633 +17% 8.07%
5.
Linde Plc
178,499 $82,880,733 +52% 7.97%