Kirr Marbach & Co. LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Kirr Marbach & Co. LLC reported 57 stock positions worth $553.9 million. Its top holding was Broadcom (AVGO) at 8.7% of the portfolio, followed by Emcor (EME, 7.1%) and Mastec (MTZ, 6.5%). Compared with Q2 2025, it opened 3 new positions, sold out of 1, added to 22 and reduced 20. The biggest buy was a new position in Carmax (KMX) and the biggest sale an exit from Innospec (IOSP).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, IN
- CIK
- 0000764112
- Portfolio Value
- $553.9M (Q3 2025)
- SEC Filing
- 0000764112-25-000007 ↗ filed Oct 14, 2025
Holdings Value
Holdings 57 stocks · $553.9M
| AVGO Broadcom Inc. | 8.66% | 145,433 | $48.0M | Reduce -4.1% |
| EME Emcor Group Inc. | 7.15% | 60,937 | $39.6M | Add +0.8% |
| MTZ Mastec Inc. | 6.52% | 169,782 | $36.1M | Reduce -1.1% |
| AZO AutoZone Inc. | 6.04% | 7,799 | $33.5M | Add +0.1% |
| VST Vistra Corp. | 5.96% | 168,613 | $33.0M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 4.00% | 91,126 | $22.2M | Reduce -0.5% |
| CIGI Colliers Intl GR-Subord Vot | 4.00% | 141,710 | $22.1M | Reduce -0.0% |
| RSG Republic Services Inc. | 3.69% | 88,954 | $20.4M | Add +0.0% |
| BSCP Invesco Bulletshares 2025 CB | 3.64% | 973,104 | $20.1M | Add +0.2% |
| BSCQ Invesco Bulletshares 2026 CB | 3.58% | 1,013,161 | $19.8M | Add +1.9% |
| SSNC Ss&c Technologies Holdings | 3.01% | 187,885 | $16.7M | Reduce -0.1% |
| MKL Markel Group Inc. | 2.82% | 8,168 | $15.6M | Add +0.3% |
| LRN Stride Inc. | 2.76% | 102,624 | $15.3M | Reduce 0.0% |
| BSCR Invesco Bulletshares 2027 CB | 2.52% | 709,548 | $14.0M | Add +3.6% |
| CP Canadian Pacific Kansas City | 2.29% | 170,151 | $12.7M | Reduce -0.1% |
| BN Brookfield Corp. | 2.21% | 178,817 | $12.3M | Add +0.3% |
| BCO The Brink's Co. | 2.01% | 95,099 | $11.1M | Reduce -0.3% |
| BSCS Invesco Bulletshares 2028 CB | 1.97% | 530,873 | $10.9M | Add +5.5% |
| DLTR Dollar Tree Inc. | 1.80% | 105,480 | $10.0M | Reduce -0.4% |
| MPC Marathon Petroleum Corp. | 1.75% | 50,168 | $9.7M | Reduce -0.3% |
| APG Api Group Corp. | 1.71% | 275,280 | $9.5M | Add +0.2% |
| GNRC Generac Holdings Inc. | 1.64% | 54,150 | $9.1M | Add +2.4% |
| VLTO Veralto Corp. | 1.55% | 80,233 | $8.6M | Add +0.2% |
| GXO Gxo Logistics Inc. | 1.54% | 161,315 | $8.5M | Add +0.2% |
| VC Visteon Corp. | 1.52% | 70,464 | $8.4M | Reduce -0.7% |
| LYV Live Nation Entertainment Inc. | 1.45% | 49,080 | $8.0M | Add +1.0% |
| BSCT Invesco Bulletshares 2029 CB | 1.45% | 425,984 | $8.0M | Add +11.3% |
| XOM Exxon Mobil Corp. | 1.41% | 69,274 | $7.8M | Reduce -0.4% |
| CXT Crane NXT Co. | 1.18% | 97,087 | $6.5M | Reduce -0.1% |
| MOG.A Moog Inc. Class A | 1.12% | 29,819 | $6.2M | Add +1.0% |
| KMX Carmax Inc. | 1.12% | 137,672 | $6.2M | New |
| CROX Crocs Inc. | 0.85% | 56,322 | $4.7M | Add +0.0% |
| AEBI Aebi Schmidt Holding AG | 0.79% | 349,759 | $4.4M | Add +0.1% |
| ICUI Icu Medical Inc. | 0.78% | 36,093 | $4.3M | Reduce -0.0% |
| PTON Peloton Interactive Inc. Class A | 0.77% | 471,946 | $4.2M | Add +0.3% |
| AMRZ Amrize Ltd. | 0.76% | 86,196 | $4.2M | Add +16.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.70% | 33,988 | $3.9M | Add +0.0% |
| RXO Rxo Inc. | 0.52% | 189,044 | $2.9M | Reduce -0.5% |
| ALIT Alight Inc. Class A | 0.45% | 769,672 | $2.5M | Reduce -0.4% |
| ATEX Anterix Inc. | 0.38% | 96,849 | $2.1M | Add +0.1% |
| BAM Brookfield Asset Mgmt-A | 0.37% | 35,641 | $2.0M | Reduce -0.0% |
| ET Energy Transfer LP | 0.32% | 102,573 | $1.8M | Reduce -3.1% |
| LLY Eli Lilly & Co. | 0.28% | 2,068 | $1.6M | No change |
| TY Tri-Continental Corp. | 0.12% | 19,882 | $676K | No change |
| CMI Cummins Inc. | 0.11% | 1,485 | $627K | Reduce -1.7% |
| OFIX Orthofix Medical Inc. | 0.10% | 39,462 | $578K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 750 | $451K | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 654 | $438K | New |
| AVNW Aviat Networks Inc. | 0.08% | 18,600 | $426K | No change |
| AAPL Apple Inc. | 0.07% | 1,572 | $400K | No change |
| HD Home Depot Inc. | 0.06% | 844 | $342K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,750 | $332K | No change |
| ABBV Abbvie Inc. | 0.05% | 1,255 | $291K | No change |
| AMZN Amazon.com Inc. | 0.04% | 1,100 | $242K | No change |
| SKWD Skyward Specialty Insurance | 0.04% | 4,986 | $237K | No change |
| MSFT Microsoft Corp. | 0.04% | 435 | $225K | No change |
| CAT Caterpillar Inc. | 0.04% | 440 | $210K | New |
Portfolio Sells Q2 2025 → Q3 2025
| IOSP Innospec Inc. | Sold out | 0.00% | −0.90 |
| VST Vistra Corp. | Reduce -0.1% | 5.96% | −0.50 |
| ALIT Alight Inc. Class A | Reduce -0.4% | 0.45% | −0.41 |
| CP Canadian Pacific Kansas City | Reduce -0.1% | 2.29% | −0.38 |
| DLTR Dollar Tree Inc. | Reduce -0.4% | 1.80% | −0.28 |
| LRN Stride Inc. | Reduce 0.0% | 2.76% | −0.19 |
| ICUI Icu Medical Inc. | Reduce -0.0% | 0.78% | −0.16 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 1.41% | −0.07 |
| SSNC Ss&c Technologies Holdings | Reduce -0.1% | 3.01% | −0.07 |
| RXO Rxo Inc. | Reduce -0.5% | 0.52% | −0.07 |
| ET Energy Transfer LP | Reduce -3.1% | 0.32% | −0.06 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.0% | 0.37% | −0.02 |
| CMI Cummins Inc. | Reduce -1.7% | 0.11% | +0.02 |
| MPC Marathon Petroleum Corp. | Reduce -0.3% | 1.75% | +0.09 |
| CXT Crane NXT Co. | Reduce -0.1% | 1.18% | +0.14 |
| VC Visteon Corp. | Reduce -0.7% | 1.52% | +0.22 |
| BCO The Brink's Co. | Reduce -0.3% | 2.01% | +0.32 |
| CIGI Colliers Intl GR-Subord Vot | Reduce -0.0% | 4.00% | +0.33 |
| AVGO Broadcom Inc. | Reduce -4.1% | 8.66% | +0.40 |
| MTZ Mastec Inc. | Reduce -1.1% | 6.52% | +0.74 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 4.00% | +0.81 |
Portfolio Buys Q2 2025 → Q3 2025
| KMX Carmax Inc. | New | 1.12% | +1.12 |
| EME Emcor Group Inc. | Add +0.8% | 7.15% | +0.75 |
| AZO AutoZone Inc. | Add +0.1% | 6.04% | +0.32 |
| GNRC Generac Holdings Inc. | Add +2.4% | 1.64% | +0.14 |
| PTON Peloton Interactive Inc. Class A | Add +0.3% | 0.77% | +0.12 |
| IVV iShares Core S&P 500 ETF | New | 0.08% | +0.08 |
| MOG.A Moog Inc. Class A | Add +1.0% | 1.12% | +0.06 |
| CAT Caterpillar Inc. | New | 0.04% | +0.04 |
| BN Brookfield Corp. | Add +0.3% | 2.21% | +0.03 |
| BSCT Invesco Bulletshares 2029 CB | Add +11.3% | 1.45% | +0.03 |
| AMRZ Amrize Ltd. | Add +16.2% | 0.76% | +0.03 |
| LYV Live Nation Entertainment Inc. | Add +1.0% | 1.45% | −0.01 |
| GXO Gxo Logistics Inc. | Add +0.2% | 1.54% | −0.01 |
| AEBI Aebi Schmidt Holding AG | Add +0.1% | 0.79% | −0.05 |
| VLTO Veralto Corp. | Add +0.2% | 1.55% | −0.05 |
| BSCS Invesco Bulletshares 2028 CB | Add +5.5% | 1.97% | −0.07 |
| ATEX Anterix Inc. | Add +0.1% | 0.38% | −0.12 |
| DIS The Walt Disney Co. | Add +0.0% | 0.70% | −0.13 |
| BSCR Invesco Bulletshares 2027 CB | Add +3.6% | 2.52% | −0.14 |
| APG Api Group Corp. | Add +0.2% | 1.71% | −0.14 |
| BSCQ Invesco Bulletshares 2026 CB | Add +1.9% | 3.58% | −0.26 |
| CROX Crocs Inc. | Add +0.0% | 0.85% | −0.28 |
| BSCP Invesco Bulletshares 2025 CB | Add +0.2% | 3.64% | −0.34 |
| MKL Markel Group Inc. | Add +0.3% | 2.82% | −0.40 |
| RSG Republic Services Inc. | Add +0.0% | 3.69% | −0.65 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 57 | $593.8M | MTZ, EME, AVGO, GOOGL, VST |
| Q1 2026 | 57 | $548.7M | MTZ, EME, AVGO, GOOGL, AZO |
| Q4 2025 | 58 | $523.2M | EME, MTZ, AVGO, GOOGL, VST |
| Q3 2025 | 57 | $553.9M | AVGO, EME, MTZ, AZO, VST |
| Q2 2025 | 55 | $505.7M | AVGO, VST, EME, MTZ, AZO |
| Q1 2025 | 54 | $431.1M | AVGO, AZO, EME, RSG, BSCP |
| Q4 2024 | 57 | $462.2M | AVGO, EME, VST, AZO, MTZ |
| Q3 2024 | 54 | $447.8M | VST, AVGO, EME, AZO, CIGI |
| Q2 2024 | 56 | $415.6M | AVGO, EME, VST, AZO, MTZ |
| Q1 2024 | 54 | $414.7M | EME, AZO, AVGO, VST, CIGI |