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Latest KIRR MARBACH & CO LLC /IN/ Stock Portfolio

KIRR MARBACH & CO LLC /IN/ Performance:
2025 Q4: -4.24%YTD: 12.85%2024: 26.71%
Performance for 2025 Q4 is -4.24%, and YTD is 12.85%, and 2024 is 26.71%.

About KIRR MARBACH & CO LLC /IN/ and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, KIRR MARBACH & CO LLC /IN/ reported an equity portfolio of $523.2 Millions as of 31 Dec, 2025.

The top stock holdings of KIRR MARBACH & CO LLC /IN/ are EME, MTZ, AVGO. The fund has invested 7% of it's portfolio in EMCOR GROUP INC and 7% of portfolio in MASTEC INC.

The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE) and ALIGHT INC (ALIT) stocks. They significantly reduced their stock positions in BROADCOM INC (AVGO), CARMAX INC (KMX) and CROCS INC (CROX). KIRR MARBACH & CO LLC /IN/ opened new stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE) and BJS WHSL CLUB HLDGS INC (BJ). The fund showed a lot of confidence in some stocks as they added substantially to SKYWARD SPECIALTY INS GROUP, INVESCO EXCH TRD SLF IDX FD (BSAE) and ANTERIX INC (ATEX).

KIRR MARBACH & CO LLC /IN/ Annual Return Estimates Vs S&P 500

Our best estimate is that KIRR MARBACH & CO LLC /IN/ made a return of -4.24% in the last quarter. In trailing 12 months, it's portfolio return was 12.85%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exch trd slf idx fd11,057,800
invesco exch trd slf idx fd7,795,880
bjs whsl club hldgs inc4,530,040
New stocks bought by KIRR MARBACH & CO LLC /IN/

Additions

Ticker% Inc.
skyward specialty ins group76.21
invesco exch trd slf idx fd53.22
brookfield corp49.38
brookfield asset managmt ltd44.49
invesco exch trd slf idx fd18.48
moog inc15.49
invesco exch trd slf idx fd6.41
veralto corp4.73
Additions to existing portfolio by KIRR MARBACH & CO LLC /IN/

Reductions

Ticker% Reduced
broadcom inc-34.84
carmax inc-18.89
crocs inc-13.12
rxo inc-9.08
peloton interactive inc-6.06
colliers intl group inc-3.78
canadian pacific kansas city-3.44
energy transfer l p-3.41
KIRR MARBACH & CO LLC /IN/ reduced stake in above stock

Sold off

Ticker$ Sold
invesco exch trd slf idx fd-20,133,500
alight inc-2,509,130
KIRR MARBACH & CO LLC /IN/ got rid off the above stocks

Sector Distribution

KIRR MARBACH & CO LLC /IN/ has about 28.2% of it's holdings in Industrials sector.

Sector%
Industrials28.2
Others27.6
Technology9.6
Consumer Cyclical8.6
Communication Services7.9
Utilities5.2
Consumer Defensive4.6
Energy3.5
Financial Services3.3
Healthcare1.6

Market Cap. Distribution

KIRR MARBACH & CO LLC /IN/ has about 51.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP37.9
UNALLOCATED27.6
MID-CAP19.4
MEGA-CAP14
SMALL-CAP1.1

Stocks belong to which Index?

About 38.4% of the stocks held by KIRR MARBACH & CO LLC /IN/ either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others61.6
S&P 50031.1
RUSSELL 20007.3
Top 5 Winners (%)%
LLY
eli lilly & co
40.2 %
DLTR
dollar tree inc
30.3 %
GOOG
alphabet inc
28.6 %
CMI
cummins inc
20.9 %
CAT
caterpillar inc
20.1 %
Top 5 Winners ($)$
GOOG
alphabet inc
6.3 M
DLTR
dollar tree inc
3.0 M
AVGO
broadcom inc
1.9 M
MKL
markel group inc
1.9 M
moog inc
1.2 M
Top 5 Losers (%)%
LRN
stride inc
-56.2 %
PTON
peloton interactive inc
-30.6 %
CR
crane nxt co
-29.8 %
brookfield corp
-29.2 %
AZO
autozone inc
-20.9 %
Top 5 Losers ($)$
LRN
stride inc
-8.6 M
AZO
autozone inc
-7.0 M
VST
vistra corp
-5.8 M
brookfield corp
-5.1 M
EME
emcor group inc
-2.3 M

KIRR MARBACH & CO LLC /IN/ Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of KIRR MARBACH & CO LLC /IN/

KIRR MARBACH & CO LLC /IN/ has 58 stocks in it's portfolio. About 50.4% of the portfolio is in top 10 stocks. LRN proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for KIRR MARBACH & CO LLC /IN/ last quarter.

Last Reported on: 26 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions