KIRR MARBACH & CO LLC /IN/

Q3 2025 13F-HR Holdings

Location
Columbus, IN
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
57
Total value ($000)
$553,869
Net value change ($000)
+48,120 (9.5%)
New positions
4
Sold out positions
2
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EME 7,231 22.4%
MTZ 6,880 23.5%
KMX 6,177 NEW
AVGO 6,175 14.8%
GOOGL 6,010 37.2%
AZO 4,534 15.7%
AEBI 4,361 NEW
CIGI 3,611 19.5%
BCO 2,596 30.5%
VC 1,823 27.5%
Top Reduces (Value $000, Stocks/ETFs)
IOSP -4,569 -100.0%
SHYF -4,212 -100.0%
ALIT -1,864 -42.6%
RSG -1,521 -6.9%
CROX -997 -17.5%
CP -825 -6.1%
MKL -656 -4.0%
DLTR -538 -5.1%
ICUI -441 -9.2%
ATEX -403 -16.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type