KIRR MARBACH & CO LLC /IN/

COLUMBUS, IN · CIK 764112 · 13F filing filed 2025-10-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$553.9m reported value +9.5% vs Q2 2025

57positions

53.2%in top 10

4 new 21 added 20 reduced 2 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BROADCOM INC COM AVGO	AVGO	145,433	$48.0m8.66%	8.66%	Reduced -6.2k	-6,226 -4.1%
2	EMCOR GROUP INC COM EME	EME	60,937	$39.6m7.15%	7.15%	Added +458	+458 0.8%
3	MASTEC INC COM MTZ	MTZ	169,782	$36.1m6.52%	6.52%	Reduced -1.8k	-1,849 -1.1%
4	AUTOZONE INC COM AZO	AZO	7,799	$33.5m6.04%	6.04%	Added +7	+7 0.1%
5	VISTRA CORP COM VST	VST	168,613	$33.0m5.96%	5.96%	Reduced -100	-100 -0.1%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	91,126	$22.2m4.00%	4.00%	Reduced -478	-478 -0.5%
7	COLLIERS INTL GROUP INC SUB VTG SHS CIGI	CIGI	141,710	$22.1m4.00%	4.00%	Reduced -45	-45 -0.0%
8	REPUBLIC SVCS INC COM RSG	RSG	88,954	$20.4m3.69%	3.69%	Added +11	+11 0.0%
9	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB BSCP	BSCP	973,104	$20.1m3.64%	3.64%	Added +1.7k	+1,676 0.2%
10	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	1,013,161	$19.8m3.58%	3.58%	Added +18.7k	+18,743 1.9%
11	SS&C TECHNOLOGIES HLDGS INC COM SSNC	SSNC	187,885	$16.7m3.01%	3.01%	Reduced -175	-175 -0.1%
12	MARKEL GROUP INC COM MKL	MKL	8,168	$15.6m2.82%	2.82%	Added +23	+23 0.3%
13	STRIDE INC COM LRN	LRN	102,624	$15.3m2.76%	2.76%	Reduced -3	-3 0.0%
14	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	709,548	$14.0m2.53%	2.53%	Added +24.6k	+24,551 3.6%
15	CANADIAN PACIFIC KANSAS CITY COM CP	CP	170,151	$12.7m2.29%	2.29%	Reduced -138	-138 -0.1%
16	BROOKFIELD CORP CL A LTD VT SH BN	BN	178,817	$12.3m2.21%	2.21%	Added +503	+503 0.3%
17	BRINKS CO COM BCO	BCO	95,099	$11.1m2.01%	2.01%	Reduced -288	-288 -0.3%
18	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	530,873	$10.9m1.97%	1.97%	Added +27.6k	+27,559 5.5%
19	DOLLAR TREE INC COM DLTR	DLTR	105,480	$10.0m1.80%	1.80%	Reduced -459	-459 -0.4%
20	MARATHON PETE CORP COM MPC	MPC	50,168	$9.7m1.75%	1.75%	Reduced -177	-177 -0.3%
21	API GROUP CORP COM STK APG	APG	275,280	$9.5m1.71%	1.71%	Added +472	+472 0.2%
22	GENERAC HLDGS INC COM GNRC	GNRC	54,150	$9.1m1.64%	1.64%	Added +1.3k	+1,266 2.4%
23	VERALTO CORP COM SHS VLTO	VLTO	80,233	$8.6m1.55%	1.55%	Added +177	+177 0.2%
24	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	161,315	$8.5m1.54%	1.54%	Added +303	+303 0.2%
25	VISTEON CORP COM NEW VC	VC	70,464	$8.4m1.52%	1.52%	Reduced -524	-524 -0.7%
26	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	49,080	$8.0m1.45%	1.45%	Added +487	+487 1.0%
27	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	425,984	$8.0m1.45%	1.45%	Added +43.3k	+43,322 11.3%
28	EXXON MOBIL CORP COM XOM	XOM	69,274	$7.8m1.41%	1.41%	Reduced -284	-284 -0.4%
29	CRANE NXT CO COM CXT	CXT	97,087	$6.5m1.18%	1.18%	Reduced -72	-72 -0.1%
30	MOOG INC CL A MOG.A	MOG.A	29,819	$6.2m1.12%	1.12%	Added +283	+283 1.0%
31	CARMAX INC COM KMX	KMX	137,672	$6.2m1.12%	1.12%	New
32	CROCS INC COM CROX	CROX	56,322	$4.7m0.85%	0.85%	Added +17	+17 0.0%
33	AEBI SCHMIDT HLDG AG COM AEBI	AEBI	349,759	$4.4m0.79%	0.79%	New
34	ICU MED INC COM ICUI	ICUI	36,093	$4.3m0.78%	0.78%	Reduced -10	-10 -0.0%
35	PELOTON INTERACTIVE INC CL A COM PTON	PTON	471,946	$4.2m0.77%	0.77%	Added +1.5k	+1,464 0.3%
36	AMRIZE LTD SHS AMRZ	AMRZ	86,196	$4.2m0.76%	0.76%	Added +12.0k	+12,022 16.2%
37	DISNEY WALT CO COM DIS	DIS	33,988	$3.9m0.70%	0.70%	Added +14	+14 0.0%
38	RXO INC COMMON STOCK RXO	RXO	189,044	$2.9m0.52%	0.52%	Reduced -936	-936 -0.5%
39	ALIGHT INC COM CL A ALIT	ALIT	769,672	$2.5m0.45%	0.45%	Reduced -3.0k	-2,990 -0.4%
40	ANTERIX INC COM ATEX	ATEX	96,849	$2.1m0.38%	0.38%	Added +102	+102 0.1%
41	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM	BAM	35,641	$2.0m0.37%	0.37%	Reduced -8	-8 -0.0%
42	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	102,573	$1.8m0.32%	0.32%	Reduced -3.3k	-3,305 -3.1%
43	ELI LILLY & CO COM LLY	LLY	2,068	$1.6m0.28%	0.28%	Unchanged
44	TRI CONTL CORP COM TY	TY	19,882	$676.0k0.12%	0.12%	Unchanged
45	CUMMINS INC COM CMI	CMI	1,485	$627.2k0.11%	0.11%	Reduced -25	-25 -1.7%
46	ORTHOFIX MED INC COM OFIX	OFIX	39,462	$577.7k0.10%	0.10%	Unchanged
47	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	750	$450.8k0.08%	0.08%	Unchanged
48	ISHARES TR CORE S&P500 ETF IVV	IVV	654	$437.7k0.08%	0.08%	New
49	AVIAT NETWORKS INC COM NEW AVNW	AVNW	18,600	$426.5k0.08%	0.08%	Unchanged
50	APPLE INC COM AAPL	AAPL	1,572	$400.2k0.07%	0.07%	Unchanged
51	HOME DEPOT INC COM HD	HD	844	$342.0k0.06%	0.06%	Unchanged
52	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,750	$332.0k0.06%	0.06%	Unchanged
53	ABBVIE INC COM ABBV	ABBV	1,255	$290.6k0.05%	0.05%	Unchanged
54	AMAZON COM INC COM AMZN	AMZN	1,100	$241.5k0.04%	0.04%	Unchanged
55	SKYWARD SPECIALTY INS GROUP COM SKWD	SKWD	4,986	$237.1k0.04%	0.04%	Unchanged
56	MICROSOFT CORP COM MSFT	MSFT	435	$225.3k0.04%	0.04%	Unchanged
57	CATERPILLAR INC COM CAT	CAT	440	$209.9k0.04%	0.04%	New

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
INNOSPEC INC IOSP	IOSP	54,335	$4.6m54.3k shares
SHYFT GROUP INC SPAR	SPAR	335,885	$4.2m335.9k shares