Arkolith/Funds/Kirr Marbach & Co LLC

Kirr Marbach & Co LLC

CIK 764112Hedge fund
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Kirr Marbach & Co LLC holds a focused book of 57 stocks worth $593.8M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Boot Barn Holdings Inc and trimmed Mastec Inc. Their largest long position is Mastec Inc at 9% of the equity book.

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Use Arkolith to show KIRR MARBACH & CO LLC /IN/'s latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
21
existing
Trimmed
24
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
49%
Top 20 holdings
72%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

84% mapped to company sectors

Industrials
30%
Information Technology
16%
ETF / fund or unclassified
16%
Consumer Discretionary
12%
Utilities
8%
Real Estate
4%
Health Care
4%
Financials
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

57 positions
#SecurityValueShares% PortLast moveHistory
1Mastec Inc
COM
$55.6M133.7K
9.4%
−17%
Reduced · −26K sh
2Emcor Group Inc
COM
$48.1M58.0K
8.1%
−0.7%
Reduced · −392 sh
3Broadcom Inc
COM
$34.9M92.4K
5.9%
−0.2%
Reduced · −203 sh
4Alphabet Inc
CAP STK CL A
$32.0M89.6K
5.4%
~0%
Added · +40 sh
5Vistra Corp
COM
$25.8M162.9K
4.4%
−0.2%
Reduced · −397 sh
6Autozone Inc
COM
$23.4M7.3K
3.9%
−0.8%
Reduced · −60 sh
7Invesco Exch TRD SLF Idx FD
BULSHS 2026 CB
$19.2M985.7K
3.2%
−3.6%
Reduced · −36K sh
8Republic Svcs Inc
COM
$18.4M86.3K
3.1%
−2.4%
Reduced · −2K sh
9Generac Hldgs Inc
COM
$17.6M60.1K
3.0%
+3.8%
Added · +2K sh
10Moog Inc
CL A
$16.4M38.7K
2.8%
+5.0%
Added · +2K sh
11Markel Group Inc
COM
$15.9M8.1K
2.7%
+0.1%
Added · +12 sh
12Canadian Pacific Kansas City
COM
$14.9M171.1K
2.5%
~0%
Added · +26 sh
13Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$14.8M755.0K
2.5%
−2.3%
Reduced · −18K sh
14Royalty Pharma PLC
SHS CLASS A
$13.4M239.5K
2.3%
+0.7%
Added · +2K sh
15Colliers Intl Group Inc
SUB VTG SHS
$13.1M139.0K
2.2%
+0.2%
Added · +267 sh
16Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$13.0M636.0K
2.2%
−1.4%
Reduced · −9K sh
17Marathon Pete Corp
COM
$12.8M49.9K
2.2%
−0.1%
Reduced · −41 sh
18Dollar Tree Inc
COM
$12.6M104.3K
2.1%
+0.2%
Added · +207 sh
19Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$12.6M676.4K
2.1%
−0.4%
Reduced · −3K sh
20Anterix Inc
COM
$11.9M116.1K
2.0%
+2.0%
Added · +2K sh
21Brookfield Corp
CL A LTD VT SH
$11.6M273.5K
2.0%
−0.1%
Reduced · −260 sh
22SS&C Tech Hldgs
COM
$11.6M187.4K
2.0%
−0.1%
Reduced · −185 sh
23Api Group Corp
COM STK
$11.6M272.8K
1.9%
~0%
Added · +60 sh
24Invesco Exch TRD SLF Idx FD
INVSCO 30 CORP
$11.5M689.5K
1.9%
~0%
Added · +105 sh
25Brinks Co
COM
$9.1M96.3K
1.5%
−0.1%
Reduced · −64 sh
26Live Nation Entertainment In
COM
$9.0M49.2K
1.5%
~0%
Reduced · −24 sh
27Gxo Logistics Incorporated
COMMON STOCK
$9.0M176.9K
1.5%
+2.2%
Added · +4K sh
28Stride Inc
COM
$8.9M102.8K
1.5%
+0.3%
Added · +356 sh
29Invesco Exch TRD SLF Idx FD
BULETSHS 2031 CP
$8.0M488.2K
1.3%
−0.6%
Reduced · −3K sh
30Crocs Inc
COM
$6.9M57.4K
1.2%
~0%
Reduced · −3 sh
31Visteon Corp
COM NEW
$6.9M69.7K
1.2%
−0.6%
Reduced · −429 sh
32Standardaero Inc
COM
$6.9M230.1K
1.2%
+18%
Added · +35K sh
33Icu Med Inc
COM
$6.6M45.4K
1.1%
+2.7%
Added · +1K sh
34Crane NXT Co
COM
$5.9M115.8K
1.0%
+3.3%
Added · +4K sh
35Boot Barn Hldgs Inc
COM
$5.7M34.6K
1.0%
New
New position
36Amrize Ltd
SHS
$4.8M91.0K
0.8%
+0.4%
Added · +332 sh
37Aebi Schmidt Hldg AG
COM
$4.4M350.7K
0.7%
−0.4%
Reduced · −1K sh
38BJS WHSL Club Hldgs Inc
COM
$4.2M48.7K
0.7%
−4.7%
Reduced · −2K sh
39Exxon Mobil Corp
COM
$4.2M30.4K
0.7%
−57%
Reduced · −41K sh
40C H Robinson Worldwide In
COM NEW
$4.0M21.2K
0.7%
+0.1%
Added · +30 sh
41Brookfield Asset Managmt Ltd
CL A LMT VTG SHS
$2.9M64.2K
0.5%
+9.2%
Added · +5K sh
42Peloton Interactive Inc
CL A COM
$2.9M484.6K
0.5%
+0.2%
Added · +1K sh
43Eli Lilly & Co
COM
$2.5M2.1K
0.4%
Held
44Energy Transfer L P
COM UT LTD PTN
$1.8M95.4K
0.3%
−1.4%
Reduced · −1K sh
45Cummins Inc
COM
$1.3M1.8K
0.2%
+31%
Added · +427 sh
46Tri Contl Corp
COM
$684K19.9K
0.1%
Held
47Invesco QQQ TR
UNIT SER 1
$553K750
0.1%
Held
48Skyward Specialty Ins Group
COM
$513K8.8K
0.1%
Held
49Ishares TR
CORE S&P500 ETF
$490K654
0.1%
Held
50Caterpillar Inc
COM
$469K440
0.1%
Held
Showing 50 of 57 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202657$593.8M13F-HR
Q1 2026Mar 31, 2026Apr 17, 202657$548.7M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202658$523.2M13F-HR
Q3 2025Sep 30, 2025Oct 14, 202557$553.9M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202555$505.7M13F-HR
Q1 2025Mar 31, 2025Apr 23, 202554$431.1M13F-HR
Q4 2024Dec 31, 2024Jan 23, 202557$462.2M13F-HR
Q3 2024Sep 30, 2024Oct 17, 202454$447.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.