KIRR MARBACH & CO LLC /IN/

COLUMBUS, IN · CIK 764112 · 13F filing filed 2026-04-17

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.

$548.7m reported value +4.9% vs Q4 2025

57positions

48.9%in top 10

3 new 32 added 12 reduced 4 sold out vs Q4 2025

Holdings, Q1 2026

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	MASTEC INC COM MTZ	MTZ	160,197	$51.5m9.39%	9.39%	Reduced -7.4k	-7,359 -4.4%
2	EMCOR GROUP INC COM EME	EME	58,351	$43.1m7.85%	7.85%	Reduced -2.0k	-1,966 -3.3%
3	BROADCOM INC COM AVGO	AVGO	92,636	$28.7m5.23%	5.23%	Reduced -2.1k	-2,129 -2.2%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	89,512	$25.7m4.69%	4.69%	Reduced -630	-630 -0.7%
5	AUTOZONE INC COM AZO	AZO	7,387	$25.0m4.55%	4.55%	Reduced -389	-389 -5.0%
6	VISTRA CORP COM VST	VST	163,293	$24.5m4.47%	4.47%	Reduced -3.8k	-3,794 -2.3%
7	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	1,022,143	$20.0m3.64%	3.64%	Reduced -1.3k	-1,312 -0.1%
8	REPUBLIC SVCS INC COM RSG	RSG	88,458	$19.4m3.53%	3.53%	Added +290	+290 0.3%
9	MARKEL GROUP INC COM MKL	MKL	8,118	$15.5m2.83%	2.83%	Added +5	+5 0.1%
10	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	772,551	$15.2m2.76%	2.76%	Added +17.5k	+17,523 2.3%
11	COLLIERS INTL GROUP INC SUB VTG SHS CIGI	CIGI	138,731	$14.8m2.70%	2.70%	Added +2.4k	+2,383 1.8%
12	CANADIAN PACIFIC KANSAS CITY COM CP	CP	171,095	$13.5m2.46%	2.46%	Added +6.8k	+6,803 4.1%
13	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	644,876	$13.2m2.40%	2.40%	Added +15.9k	+15,920 2.5%
14	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	679,457	$12.7m2.31%	2.31%	Added +26.8k	+26,768 4.1%
15	SS&C TECHNOLOGIES HLDGS INC COM SSNC	SSNC	187,573	$12.7m2.31%	2.31%	Added +234	+234 0.1%
16	MARATHON PETE CORP COM MPC	MPC	49,984	$12.2m2.22%	2.22%	Added +104	+104 0.2%
17	EXXON MOBIL CORP COM XOM	XOM	71,020	$12.0m2.20%	2.20%	Added +1.6k	+1,592 2.3%
18	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	689,400	$11.5m2.10%	2.10%	Added +35.9k	+35,863 5.5%
19	ROYALTY PHARMA PLC SHS CLASS A RPRX	RPRX	237,895	$11.4m2.08%	2.08%	New
20	DOLLAR TREE INC COM DLTR	DLTR	104,125	$11.4m2.08%	2.08%	Reduced -751	-751 -0.7%
21	GENERAC HLDGS INC COM GNRC	GNRC	57,926	$11.3m2.06%	2.06%	Added +3.7k	+3,684 6.8%
22	BROOKFIELD CORP CL A LTD VT SH BN	BN	273,753	$11.1m2.02%	2.02%	Added +6.6k	+6,633 2.5%
23	API GROUP CORP COM STK APG	APG	272,711	$11.1m2.01%	2.01%	Reduced -602	-602 -0.2%
24	MOOG INC CL A MOG.A	MOG.A	36,861	$10.8m1.97%	1.97%	Added +2.4k	+2,424 7.0%
25	BRINKS CO COM BCO	BCO	96,352	$10.0m1.82%	1.82%	Added +1.5k	+1,480 1.6%
26	STRIDE INC COM LRN	LRN	102,484	$9.0m1.65%	1.65%	Added +539	+539 0.5%
27	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	173,008	$9.0m1.63%	1.63%	Added +8.8k	+8,784 5.3%
28	INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP BSCV	BSCV	491,310	$8.1m1.47%	1.47%	Added +24.4k	+24,351 5.2%
29	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	49,231	$7.5m1.37%	1.37%	Added +263	+263 0.5%
30	VISTEON CORP COM NEW VC	VC	70,104	$6.4m1.16%	1.16%	Added +2	+2 0.0%
31	ICU MED INC COM ICUI	ICUI	44,153	$5.7m1.04%	1.04%	Added +6.9k	+6,863 18.4%
32	CARMAX INC COM KMX	KMX	125,479	$5.2m0.95%	0.95%	Added +13.8k	+13,820 12.4%
33	AMRIZE LTD SHS AMRZ	AMRZ	90,631	$5.1m0.93%	0.93%	Added +849	+849 0.9%
34	STANDARDAERO INC COM SARO	SARO	195,513	$5.1m0.92%	0.92%	New
35	BJS WHSL CLUB HLDGS INC COM BJ	BJ	51,055	$5.0m0.92%	0.92%	Added +738	+738 1.5%
36	CROCS INC COM CROX	CROX	57,422	$4.8m0.87%	0.87%	Added +8.5k	+8,491 17.4%
37	CRANE NXT CO COM CXT	CXT	112,153	$4.6m0.83%	0.83%	Added +15.2k	+15,229 15.7%
38	ANTERIX INC COM ATEX	ATEX	113,814	$4.3m0.79%	0.79%	Added +13.4k	+13,396 13.3%
39	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	21,194	$3.5m0.64%	0.64%	New
40	AEBI SCHMIDT HLDG AG COM AEBI	AEBI	352,171	$3.4m0.62%	0.62%	Added +7.2k	+7,210 2.1%
41	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM	BAM	58,858	$2.6m0.48%	0.48%	Added +7.4k	+7,362 14.3%
42	PELOTON INTERACTIVE INC CL A COM PTON	PTON	483,506	$2.1m0.38%	0.38%	Added +40.1k	+40,150 9.1%
43	ELI LILLY & CO COM LLY	LLY	2,113	$1.9m0.35%	0.35%	Reduced -5	-5 -0.2%
44	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	96,792	$1.9m0.34%	0.34%	Reduced -2.3k	-2,286 -2.3%
45	CUMMINS INC COM CMI	CMI	1,379	$741.9k0.14%	0.14%	Reduced -106	-106 -7.1%
46	TRI CONTL CORP COM TY	TY	19,882	$628.1k0.11%	0.11%	Unchanged
47	ORTHOFIX MED INC COM OFIX	OFIX	39,462	$452.6k0.08%	0.08%	Unchanged
48	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	750	$432.9k0.08%	0.08%	Unchanged
49	ISHARES TR CORE S&P500 ETF IVV	IVV	654	$427.2k0.08%	0.08%	Unchanged
50	AVIAT NETWORKS INC COM NEW AVNW	AVNW	18,600	$420.5k0.08%	0.08%	Unchanged
51	APPLE INC COM AAPL	AAPL	1,572	$398.9k0.07%	0.07%	Unchanged
52	SKYWARD SPECIALTY INS GROUP COM SKWD	SKWD	8,786	$383.8k0.07%	0.07%	Unchanged
53	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,799	$345.3k0.06%	0.06%	Added +49	+49 2.8%
54	CATERPILLAR INC COM CAT	CAT	440	$311.7k0.06%	0.06%	Unchanged
55	HOME DEPOT INC COM HD	HD	844	$277.6k0.05%	0.05%	Unchanged
56	ABBVIE INC COM ABBV	ABBV	1,255	$272.9k0.05%	0.05%	Unchanged
57	AMAZON COM INC COM AMZN	AMZN	1,159	$241.4k0.04%	0.04%	Added +59	+59 5.4%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
VERALTO CORP VLTO	VLTO	84,028	$8.4m84.0k shares
DISNEY WALT CO DIS	DIS	33,965	$3.9m34.0k shares
RXO INC RXO	RXO	171,884	$2.2m171.9k shares
MICROSOFT CORP MSFT	MSFT	435	$210.4k435 shares