Maren Capital LLC: TELEDYNE TECHNOLOGIES INC (TDY): Quarterly 13F Position History
As of Q1 2026, Maren Capital LLC reported 362,122 shares of TELEDYNE TECHNOLOGIES INC (TDY), worth $219.1M and representing 11.5% of its 13F equity book. Quarter-over-quarter share count change: + 1,527 (+0.4%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 362,122Shares Held (Latest Filing)
- $219.1MReported Market Value (Latest Filing)
- 11.5%Portfolio Weight (% of 13F Equity Book)
- +1,527Quarter-over-Quarter Share Change
- +$34.9MQuarter-over-Quarter Value Change
- 362,122Peak 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 | 362,122 | +1,527 | +0.4% | $219.1M | 11.5% | $605.0 |
| Q4 2025 | 360,595 | +43,652 | +13.8% | $184.2M | 9.9% | $510.7 |
| Q3 2025 | 316,943 | +8,043 | +2.6% | $185.7M | 10.3% | $586.0 |
| Q2 2025 | 308,900 | +13,763 | +4.7% | $158.3M | 9.5% | $512.3 |
| Q1 2025 | 295,137 | +10,573 | +3.7% | $146.9M | 10.0% | $497.7 |
| Q4 2024 | 284,564 | +9,329 | +3.4% | $132.1M | 10.1% | $464.1 |
| Q3 2024 | 275,235 | +10,598 | +4.0% | $120.5M | 9.9% | $437.7 |
| Q2 2024 | 264,637 | +10,392 | +4.1% | $102.7M | 9.9% | $388.0 |
| Q1 2024 | 254,245 | +68,940 | +37.2% | $109.2M | 10.5% | $429.3 |
| Q4 2023 | 185,305 | — | — | $82.7M | 10.6% | $446.3 |
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 TDY position in 13F-HR filings?
Maren Capital LLC first reported TELEDYNE TECHNOLOGIES INC (TDY) 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 TDY?
Between Q4 2025 and Q1 2026, Maren Capital LLC added 1,527 shares of TDY (+0.4%), bringing the total reported position to 362,122 shares at a market value of $219.1M.
Does the implied price-per-share represent Maren Capital LLC's cost basis in TDY?
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.