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KIRR MARBACH & CO LLC /IN/

hedge fundUpdated 58 days ago

Managed by Kirr Marbach & Co Llc /In/ • Latest filing Q2 2026

Portfolio value
$593.8M
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
17.9%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table
PeriodPortfolio value
Q2 2023$362.4M
Q3 2023$352.6M
Q4 2023$381.2M
Q1 2024$414.7M
Q2 2024$415.6M
Q3 2024$447.8M
Q4 2024$462.2M
Q1 2025$431.1M
Q2 2025$505.7M
Q3 2025$553.9M
Q4 2025$523.2M
Q1 2026$548.7M
Q2 2026$593.8M

Top holdings

57 positions as of Q2 2026

View filing
M
1.MTZ

MASTEC INC

-16.5%
Value
$55.6M
Shares
133.7K
% Port
9.37%
E
2.EME

EMCOR GROUP INC

-0.7%
Value
$48.1M
Shares
58.0K
% Port
8.10%
A

BROADCOM INC

-0.2%
Value
$34.9M
Shares
92.4K
% Port
5.88%
G

ALPHABET INC

+0.0%
Value
$32M
Shares
89.6K
% Port
5.39%
V
5.VST

VISTRA CORP

-0.2%
Value
$25.8M
Shares
162.9K
% Port
4.35%
A
6.AZO

AUTOZONE INC

-0.8%
Value
$23.4M
Shares
7.3K
% Port
3.94%
?
7.N/A

INVESCO EXCH TRD SLF IDX FD

-3.6%
Value
$19.2M
Shares
985.7K
% Port
3.24%
R
8.RSG

REPUBLIC SVCS INC

-2.4%
Value
$18.4M
Shares
86.3K
% Port
3.10%
G

GENERAC HLDGS INC

+3.8%
Value
$17.6M
Shares
60.1K
% Port
2.97%
M

MOOG INC

+5.0%
Value
$16.4M
Shares
38.7K
% Port
2.76%
M
11.MKL

MARKEL GROUP INC

+0.1%
Value
$15.9M
Shares
8.1K
% Port
2.67%
C
12.CP

CANADIAN PACIFIC KANSAS CITY

+0.0%
Value
$14.9M
Shares
171.1K
% Port
2.50%
?
13.N/A

INVESCO EXCH TRD SLF IDX FD

-2.3%
Value
$14.8M
Shares
755.0K
% Port
2.49%
R
14.RPRX

ROYALTY PHARMA PLC

+0.7%
Value
$13.4M
Shares
239.5K
% Port
2.26%
C
15.CIGI

COLLIERS INTL GROUP INC

+0.2%
Value
$13.1M
Shares
139.0K
% Port
2.20%
?
16.N/A

INVESCO EXCH TRD SLF IDX FD

-1.4%
Value
$13M
Shares
636.0K
% Port
2.18%
M
17.MPC

MARATHON PETE CORP

-0.1%
Value
$12.8M
Shares
49.9K
% Port
2.15%
?
18.N/A

DOLLAR TREE INC

+0.2%
Value
$12.6M
Shares
104.3K
% Port
2.13%
?
19.N/A

INVESCO EXCH TRD SLF IDX FD

-0.5%
Value
$12.6M
Shares
676.4K
% Port
2.12%
A
20.ATEX

ANTERIX INC

+2.0%
Value
$11.9M
Shares
116.1K
% Port
2.01%

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