KIRR MARBACH & CO LLC /IN/
SEC Form 13F institutional filer · CIK 0000764112
13F-HR · 22 reported holdings · 2026-03-31
Reported long-US-equity value
$0.31B
Top-10 concentration
91.2%
KIRR MARBACH & CO LLC /IN/ — $310M AUM allocation strategy
KIRR MARBACH & CO LLC /IN/ files SEC Form 13F and reports $310M of long US equity value across 22 reported holdings for 2026-03-31.
Its largest sector bet is Financials 26.1%, followed by Industrials 25.3% and Communication Services 10.7%.
The top 10 holdings account for 91% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
KIRR MARBACH & CO LLC /IN/ — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$310M
total across 22 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
91% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +119K sh · +$1.55M+$GNRC +3.68K sh · +$3.92M+$XOM +1.59K sh · +$3.69M
Biggest trims (shares)
−$VST −3.79K sh · −$2.41M−$AVGO −2.13K sh · −$4.13M−$EME −1.97K sh · +$6.18M
Exited to nil (held last quarter, gone now)
$VLTO ($8.4M last qtr)$DIS ($3.88M last qtr)$MSFT ($210K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks26.1%—
- Construction & Engineering13.9%—
- Semiconductors9.3%—
- Interactive Media & Services8.3%—
- Automotive Retail8.1%—
- Electric Utilities7.9%—
- Environmental & Facilities Services6.3%—
- Oil & Gas Refining & Marketing3.9%—
- Other holdings16.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 4.3M | $80.9M | +119K | 26.1% |
| $EME | EMCOR Group Inc | 58.4K | $43.1M | -1.97K | 13.9% |
| $AVGO | Broadcom Inc | 92.6K | $28.7M | -2.13K | 9.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 89.5K | $25.7M | -630 | 8.3% |
| $AZO | AutoZone Inc | 7.39K | $25M | -389 | 8.0% |
| $VST | Vistra Corp | 163K | $24.5M | -3.79K | 7.9% |
| $RSG | Republic Services Inc | 88.5K | $19.4M | +290 | 6.2% |
| $MPC | Marathon Petroleum Corporation | 50K | $12.2M | +104 | 3.9% |
| $XOM | ExxonMobil Holdings Corporation | 71K | $12M | +1.59K | 3.9% |
| $DLTR | Dollar Tree Inc | 104K | $11.4M | -751 | 3.7% |
…and 12 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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