Kirr Marbach & CO LLC Portfolio Holdings

Kirr Marbach & CO LLC

  • $475 Million
  • Q2 2025

Kirr Marbach & CO LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $475 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $41.8M, Vistra Corp. with a value of $32.7M, Emcor Group, Inc. with a value of $32.3M, Mastec Inc with a value of $29.3M, and Autozone Inc with a value of $28.9M.

Examining the 13F form we can see an increase of $70.1M in the current position value, from $405M to 475M.

Below you can find more details about Kirr Marbach & CO LLC portfolio as well as his latest detailed transactions.

Portfolio value $475 Million
Industrials: $140 Million
ETFs: $71.2 Million
Technology: $62.7 Million
Consumer Cyclical: $45.1 Million
Utilities: $32.7 Million
Communication Services: $30.2 Million
Consumer Defensive: $25.4 Million
Real Estate: $18.5 Million
Other: $46.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$122B
$41.8 Million 8.8% of portfolio
151,659
Q2 2025 Reduced 17.98%
$83.6B
$32.7 Million 6.88% of portfolio
168,713
Q2 2025 Added 0.92%
$29.7B
$32.3 Million 6.81% of portfolio
60,479
Q2 2025 Added 0.83%
$14.3B
$29.3 Million 6.16% of portfolio
171,631
Q2 2025 Added 0.64%
$77.3B
$28.9 Million 6.09% of portfolio
7,792
Q2 2025 Added 0.4%
$74.4B
$21.9 Million 4.62% of portfolio
88,943
Q2 2025 Added 0.38%
$0
$20.1 Million 4.23% of portfolio
971,428
Q2 2025 Reduced 0.96%
$0
$19.4 Million 4.09% of portfolio
994,418
Q2 2025 Added 1.91%
$6.57B
$18.5 Million 3.9% of portfolio
141,755
Q2 2025 Added 0.71%
$10.9B
$18.4 Million 3.88% of portfolio
97,159
Q2 2025 Added 0.25%
$26.5B
$16.3 Million 3.42% of portfolio
8,145
Q2 2025 Added 0.87%
$1.16T
$16.1 Million 3.4% of portfolio
91,604
Q2 2025 Added 0.76%
$22B
$15.6 Million 3.28% of portfolio
188,060
Q2 2025 Added 0.82%
$6.38B
$14.9 Million 3.14% of portfolio
102,627
Q2 2025 Added 0.88%
$0
$13.5 Million 2.83% of portfolio
684,997
Q2 2025 Added 4.38%
$26.1B
$10.5 Million 2.21% of portfolio
105,939
Q2 2025 Added 0.66%
$8.11B
$9.35 Million 1.97% of portfolio
183,205
Q2 2025 Added 0.64%
$4.65B
$8.52 Million 1.79% of portfolio
95,387
Q2 2025 Added 0.64%
$81B
$8.36 Million 1.76% of portfolio
50,345
Q2 2025 Added 0.82%
$5.99B
$7.84 Million 1.65% of portfolio
161,012
Q2 2025 Added 0.9%
$12.4B
$7.57 Million 1.59% of portfolio
52,884
Q2 2025 New
$444B
$7.5 Million 1.58% of portfolio
69,558
Q2 2025 Added 0.58%
$34.3B
$7.35 Million 1.55% of portfolio
48,593
Q2 2025 Added 3.29%
$0
$7.16 Million 1.51% of portfolio
382,662
Q2 2025 Added 12.95%
$3.2B
$6.62 Million 1.39% of portfolio
70,988
Q2 2025 Added 0.4%
$6.48B
$5.7 Million 1.2% of portfolio
56,305
Q2 2025 Added 91.49%
$3.03B
$4.77 Million 1.0% of portfolio
36,103
Q2 2025 Added 0.65%
$1.94B
$4.57 Million 0.96% of portfolio
54,335
Q2 2025 Reduced 31.28%
$2.02B
$4.37 Million 0.92% of portfolio
772,662
Q2 2025 Added 0.96%
$440M
$4.21 Million 0.89% of portfolio
335,885
Q2 2025 Added 0.01%
$210B
$4.21 Million 0.89% of portfolio
33,974
Q2 2025 Added 0.57%
$2.21B
$3.27 Million 0.69% of portfolio
470,482
Q2 2025 New
$0
$3 Million 0.63% of portfolio
189,980
Q2 2025 Added 0.61%
$414M
$2.48 Million 0.52% of portfolio
96,747
Q2 2025 Reduced 0.05%
$55.1B
$1.92 Million 0.4% of portfolio
105,878
Q2 2025 Reduced 3.92%
$709B
$1.61 Million 0.34% of portfolio
2,068
Q1 2024 Reduced 64.23%
$0
$629,000 0.13% of portfolio
19,882
Q2 2024 Added 33.6%
$53.8B
$494,000 0.1% of portfolio
1,510
Q4 2024 Added 41.25%
$251M
$440,000 0.09% of portfolio
39,462
Q1 2025 Added 29.55%
$0
$413,000 0.09% of portfolio
750
Q2 2023 New
$239M
$447,000 0.09% of portfolio
18,600
Q1 2025 Added 47.62%
$0
$318,000 0.07% of portfolio
1,750
Q2 2024 Reduced 20.09%
$396B
$309,000 0.07% of portfolio
844
Q4 2020 Reduced 3.76%
$3.43T
$322,000 0.07% of portfolio
1,572
Q2 2025 Added 10.55%
$347B
$232,000 0.05% of portfolio
1,255
Q2 2025 Added 3.29%
$2.26T
$241,000 0.05% of portfolio
1,100
Q2 2024 New
$3.91T
$216,000 0.05% of portfolio
435
Q2 2025 New
Brookfield Asset Managmt LTD
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.7%
Veralto Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.67%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $475 Million
  • Prior Value $405 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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