Maren Capital LLC: AMPHENOL (APH): Quarterly 13F Position History
As of Q1 2026, Maren Capital LLC reported 1,477,762 shares of AMPHENOL (APH), worth $186.7M and representing 9.8% of its 13F equity book. Quarter-over-quarter share count change: 20,354 (-1.4%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 1,477,762Shares Held (Latest Filing)
- $186.7MReported Market Value (Latest Filing)
- 9.8%Portfolio Weight (% of 13F Equity Book)
- 20,354Quarter-over-Quarter Share Change
- -$15.7MQuarter-over-Quarter Value Change
- 1,689,959Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,477,762 | 20,354 | -1.4% | $186.7M | 9.8% | $126.3 |
| Q4 2025 | 1,498,116 | 51,291 | -3.3% | $202.5M | 10.9% | $135.1 |
| Q3 2025 | 1,549,407 | 140,552 | -8.3% | $191.7M | 10.7% | $123.8 |
| Q2 2025 | 1,689,959 | +50,096 | +3.1% | $166.9M | 10.1% | $98.8 |
| Q1 2025 | 1,639,863 | +237,395 | +16.9% | $107.6M | 7.3% | $65.6 |
| Q4 2024 | 1,402,468 | +28,996 | +2.1% | $97.4M | 7.4% | $69.5 |
| Q3 2024 | 1,373,472 | +109,458 | +8.7% | $89.5M | 7.4% | $65.2 |
| Q2 2024 | 1,264,014 | +637,454 | +101.7% | $85.2M | 8.2% | $67.4 |
| Q1 2024 | 626,560 | +14,612 | +2.4% | $72.3M | 7.0% | $115.3 |
| Q4 2023 | 611,948 | — | — | $60.7M | 7.8% | $99.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Maren Capital LLC first disclose a APH position in 13F-HR filings?
Maren Capital LLC first reported AMPHENOL (APH) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was Maren Capital LLC's most recent quarter-over-quarter share-count change in APH?
Between Q4 2025 and Q1 2026, Maren Capital LLC reduced its APH position by 20,354 shares (-1.4%), leaving 1,477,762 shares at a market value of $186.7M.
Does the implied price-per-share represent Maren Capital LLC's cost basis in APH?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.