Kirr Marbach & Co LLC

Kirr Marbach & Co LLC reported 57 holdings worth US$594M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 14, 2026

Kirr Marbach & Co LLC reported 57 holdings worth US$594M as of Jun 30, 2026. Largest: Mastec, Inc., Emcor Group, Inc. and Broadcom Inc. Filed Jul 14, 2026 (Form 13F).

Holdings
57
Value as reported
US$594M

The filing in full

CompanySharesValue as reported% of portfolio
Mastec, Inc.134KUS$55.6M9.4%
Emcor Group, Inc.57,959US$48.1M8.1%
Broadcom Inc.92,433US$34.9M5.9%
Alphabet Inc (google) Class C89,552US$32M5.4%
Vistra Corp.163KUS$25.8M4.4%
Autozone, Inc.7,327US$23.4M3.9%
Republic Services, Inc.86,331US$18.4M3.1%
Generac Holdings Inc.60,128US$17.6M3.0%
Moog Inc.38,720US$16.4M2.8%
Markel Group Inc.8,130US$15.9M2.7%
Canadian Pacific Kansas City Limited171KUS$14.9M2.5%
Colliers International Group Inc.139KUS$13.1M2.2%
Marathon Petroleum Corporation49,943US$12.8M2.2%
Dollar Tree, Inc.104KUS$12.6M2.1%
Anterix Inc.116KUS$11.9M2.0%
Brookfield Corporation273KUS$11.6M2.0%
Ss&c Technologies Holdings, Inc.187KUS$11.6M2.0%
Api Group Corporation273KUS$11.6M1.9%
Brinks Company (the)96,288US$9.1M1.5%
Live Nation Entertainment, Inc.49,207US$9.01M1.5%
Gxo Logistics, Inc.177KUS$8.97M1.5%
Stride, Inc.103KUS$8.87M1.5%
Crocs, Inc.57,419US$6.93M1.2%
Visteon Corporation69,675US$6.91M1.2%
Standardaero, Inc.230KUS$6.88M1.2%
Icu Medical, Inc.45,354US$6.65M1.1%
Crane Nxt, Co.116KUS$5.92M1.00%
Boot Barn Holdings, Inc.34,555US$5.68M0.96%
Bj's Wholesale Club Holdings, Inc.48,672US$4.25M0.71%
Exxon Mobil Corporation30,440US$4.16M0.70%
C.h. Robinson Worldwide, Inc.21,224US$4M0.67%
Brookfield Asset Management Inc64,246US$2.88M0.49%
Peloton Interactive, Inc.485KUS$2.86M0.48%
Eli Lilly And Company2,113US$2.53M0.43%
Energy Transfer Lp95,392US$1.82M0.31%
Cummins Inc.1,806US$1.29M0.22%
Skyward Specialty Insurance Group, Inc.8,786US$513K0.09%
Caterpillar, Inc.440US$469K0.08%
Apple Inc1,560US$451K0.08%
Orthofix Medical Inc.39,462US$361K0.06%
Abbvie Inc.1,255US$316K0.05%
Home Depot, Inc. (the)844US$298K0.05%
Amazon.com, Inc.1,159US$276K0.05%
Corning Incorporated1,000US$255K0.04%
Aviat Networks, Inc.0US$00.00%
Carmax Inc0US$00.00%

Source

View original at SEC

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