Q3 2026 13F · SEC CIK 764112

Kirr Marbach & Co LLC /in/

Investment managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $529.5M
Reported positions: 57
Top holdings a year, 3 yrs: +21.8%
Average holding period: 9.2 yrs

Kirr Marbach & Co LLC /in/ is an investment manager that reported 57 positions worth $529.5M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Emcor Group Inc (EME, 7.9%), Broadcom Inc (AVGO, 6.1%), Alphabet Inc (GOOGL, 5.8%). A portfolio copying its top holdings returned 21.8% a year over the last 3 years, against 20.4% for the S&P 500.

Kirr Marbach & Co LLC /in/ holdings largest 50 of 57 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kirr Marbach & Co LLC /in/ 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
EMEEmcor Group Inc	7.9%	8.1%	55,669	-4.0%	$42.0M
AVGOBroadcom Inc	6.1%	5.9%	91,901	-0.6%	$32.3M
GOOGLAlphabet Inc	5.8%	5.4%	88,969	-0.7%	$30.6M
MTZMasTec Inc	5.3%	9.4%	131,521	-1.6%	$28.1M
VSTVistra Corp	4.2%	4.4%	161,493	-0.9%	$22.3M
AZOAutozone Inc	3.9%	3.9%	7,244	-1.1%	$20.5M
BSCQInvesco Exch Trd Slf Idx Fd	3.5%	3.2%	947,721	-3.9%	$18.5M
RSGRepublic Svcs Inc	3.4%	3.1%	85,134	-1.4%	$17.9M
BSCRInvesco Exch Trd Slf Idx Fd	2.9%	2.5%	774,355	+2.6%	$15.1M
MOG-AMoog Inc	2.8%	2.8%	39,156	+1.1%	$14.9M
CPCanadian Pacific Kansas City	2.7%	2.5%	170,167	-0.6%	$14.5M
SSNCSs&c Tech Hldgs	2.7%	2.0%	186,686	-0.4%	$14.4M
RPRXRoyalty Pharma PLC	2.6%	2.3%	239,136	-0.1%	$14.0M
MKLMarkel Group Inc	2.6%	2.7%	8,073	-0.7%	$13.8M
BSCSInvesco Exch Trd Slf Idx Fd	2.5%	2.2%	669,038	+5.2%	$13.5M
BSCTInvesco Exch Trd Slf Idx Fd	2.5%	2.1%	729,385	+7.8%	$13.3M
BSCUInvesco Exch Trd Slf Idx Fd	2.4%	1.9%	780,696	+13.2%	$12.6M
CIGIColliers Intl Group Inc.	2.3%	2.2%	138,160	-0.6%	$12.4M
DLTRDollar Tree Inc	2.2%	2.1%	103,619	-0.7%	$11.8M
BSCVInvesco Exch Trd Slf Idx Fd	2.2%	1.3%	722,997	+48.1%	$11.4M
MFPVVMidera Food Processing Inc	2.0%	—	263,172	—	$10.7M
APGApi Group Corp	2.0%	1.9%	270,400	-0.9%	$10.4M
BNBrookfield Corp	1.9%	2.0%	270,691	-1.0%	$9.9M
GNRCGenerac Hldgs Inc	1.8%	3.0%	46,783	-22.2%	$9.7M
BCOBrinks Co	1.8%	1.5%	95,436	-0.9%	$9.6M
MPCMarathon Petroleum	1.8%	2.2%	23,661	-52.6%	$9.4M
ATEXAnterix Inc.	1.7%	2.0%	116,554	+0.4%	$9.1M
LYVLive Nation Entertainment in	1.6%	1.5%	48,761	-0.9%	$8.3M
LRNStride Inc	1.5%	1.5%	102,038	-0.8%	$8.0M
GXOGxo Logistics Incorporated	1.5%	1.5%	176,283	-0.3%	$7.8M
ICUIIcu Med Inc	1.4%	1.1%	45,641	+0.6%	$7.3M
CROXCrocs Inc	1.3%	1.2%	57,494	+0.1%	$6.7M
VCVisteon Corp Com New	1.1%	1.2%	69,070	-0.9%	$6.0M
CXTCrane Nxt Co	1.1%	1.0%	120,500	+4.0%	$5.7M
SAROStandardaero Inc	0.9%	1.2%	231,382	+0.6%	$4.9M
XOMExxonmobil Holdings Corp	0.9%	—	30,352	—	$4.9M
BOOTBoot Barn Hldgs Inc	0.8%	1.0%	36,000	+4.2%	$4.3M
AEBIAebi Schmidt Hldg AG	0.7%	0.7%	349,129	-0.4%	$3.7M
CHRWC H Robinson Worldwide in	0.6%	0.7%	21,343	+0.6%	$3.2M
BAMBrookfield Asset Managmt Ltd	0.6%	0.5%	65,688	+2.2%	$2.9M
PTONPeloton Interactive Inc	0.5%	0.5%	491,557	+1.4%	$2.5M
LLYEli Lilly & Co	0.5%	0.4%	2,113	+0.0%	$2.4M
ETPCEnergy Transfer L P	0.3%	0.3%	92,718	-2.8%	$1.8M
CMICummins Inc	0.2%	0.2%	1,826	+1.1%	$943K
TYTri Contl Corp Com	0.1%	0.1%	19,882	+0.0%	$683K
QQQInvesco Qqq Tr	0.1%	0.1%	750	+0.0%	$555K
IWRIshares Tr	0.1%	—	5,000	—	$534K
AAPLApple Inc	0.1%	—	1,560	—	$519K
SKWDSkyward Specialty Insurance Gr	0.1%	0.1%	8,786	+0.0%	$464K
IVVIshares Tr	0.1%	0.1%	600	-8.3%	$460K

What Kirr Marbach & Co LLC /in/ bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

BSCV Invesco Exch Trd Slf Idx Fd+48.1% shares
BSCU Invesco Exch Trd Slf Idx Fd+13.2% shares
BSCT Invesco Exch Trd Slf Idx Fd+7.8% shares
BSCS Invesco Exch Trd Slf Idx Fd+5.2% shares

Reduced

MPC Marathon Petroleum-52.6% shares
GNRC Generac Hldgs Inc-22.2% shares
IVV Ishares Tr-8.3% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.6% /yr; S&P 500 +20.1%
3 years: +21.8% /yr; S&P 500 +20.4%
5 years: +14.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$529.5M	57
Q2 2026	$593.8M	57
Q1 2026	$548.7M	57
Q4 2025	$523.2M	58
Q3 2025	$553.9M	57
Q2 2025	$505.7M	55
Q1 2025	$431.1M	54
Q4 2024	$462.2M	57
Q3 2024	$447.8M	54
Q2 2024	$415.6M	56
Q1 2024	$414.7M	54
Q4 2023	$381.2M	53

Questions about Kirr Marbach & Co LLC /in/'s portfolio

What stocks does Kirr Marbach & Co LLC /in/ own?

Kirr Marbach & Co LLC /in/'s latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 57 positions worth $529.5M. The largest are Emcor Group Inc (EME) at 7.9%, Broadcom Inc (AVGO) at 6.1%, Alphabet Inc (GOOGL) at 5.8%, MasTec Inc (MTZ) at 5.3% and Vistra Corp (VST) at 4.2%.

What did Kirr Marbach & Co LLC /in/ buy last quarter?

In Q3 2026, Kirr Marbach & Co LLC /in/ added Invesco Exch Trd Slf Idx Fd (BSCV) (+48.1% shares), Invesco Exch Trd Slf Idx Fd (BSCU) (+13.2% shares) and Invesco Exch Trd Slf Idx Fd (BSCT) (+7.8% shares), compared with its Q2 2026 filing.

What did Kirr Marbach & Co LLC /in/ sell last quarter?

In Q3 2026, Kirr Marbach & Co LLC /in/ cut from its top 50 Amrize Ltd Shs (AMRZ), cut from its top 50 Bjs Whsl Club Hldgs Inc Com (BJ), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Caterpillar Inc (CAT), Marathon Petroleum (MPC) (-52.6% shares), Generac Hldgs Inc (GNRC) (-22.2% shares) and Ishares Tr (IVV) (-8.3% shares), compared with its Q2 2026 filing.

How has Kirr Marbach & Co LLC /in/'s portfolio performed?

A portfolio copying Kirr Marbach & Co LLC /in/'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.6% against +20.1%. Over 5 years: +14.6% a year against +11.6%.

When is Kirr Marbach & Co LLC /in/'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Kirr Marbach & Co LLC /in/'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.