Kirr Marbach portfolio
Concentrated managerType not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 20, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Kirr Marbach reported a $530M portfolio of 57 positions to the SEC as of the end of Q3 2026. Its largest positions are EME, AVGO, GOOGL. During the quarter it opened Midera Food Processing and exited Amrize and Bj’s Wholesale Club Holdings.
Sections with a free account
What changed this quarter
29 positions with a change (4 new, 11 added to, 10 trimmed, 4 sold). 5 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Midera Food Processing+1.8 ppof portfolioNew— → 2.0%
- Marathon Petroleum−53%fewer sharesReduced2.2% → 1.8%
- Amrize−0.8 ppof portfolioSold out0.8% → —
- Bj’s Wholesale Club Holdings−0.7 ppof portfolioSold out0.7% → —
- Invesco Bulletshares 2031 CB ETF+48%more sharesIncreased1.3% → 2.2%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- EMCOR GroupEME7.9%
- BroadcomAVGO6.1%
- AlphabetGOOGL5.8%
- MasTecMTZ5.3%
- Vistra OperationsVST4.2%
- AutoZoneAZO3.9%
- Invesco Bulletshares 2026 CB ETFBSCQ3.5%
- Republic ServicesRSG3.4%
- Invesco Bulletshares 2027 CB ETFBSCR2.9%
- MoogMOG/A2.8%
- Canadian Pacific Kansas CityCP2.7%
- Ss&c Technologies HoldingsSSNC2.7%
- Royalty PharmaRPRX2.6%
- Markel GroupMKL2.6%
- Invesco Bulletshares 2028 CB ETFBSCS2.5%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Industrials 35%
- ● No sector 16%
- ● Consumer Discretionary 9%
- ● Communication Services 9%
- ● Information Technology 9%
- ● Financials 5%
- ● Health Care 5%
- ● Utilities 4%
- ● Energy 3%
- ● Real Estate 2%
- ● Consumer Staples 2%
How its portfolio changed (8 quarters)
Q3 2026: 57
Q3 2026: 46%
Q3 2026: 3.9%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified. It meets the portfolio criteria of a concentrated manager, but its type is not verified: we found no official document that is enough to say what kind of entity it is. It may be an investment firm, but also an adviser adding up client accounts, a bank or a family vehicle. It counts in the tallies like the rest; keep that in mind when reading it. How the type is assigned
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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