Kirr Marbach & Co Llc Activity Analysis: Q2 2026 Portfolio Changes

As reported in filings up to Kirr Marbach & Co Llc's portfolio data for the period ending June 30, 2026, the investment firm has shown notable activity in its holdings during Q2.

The overall portfolio value stood at $589.4 million as of this date. Kirr Marbach's actions resulted in a net reduction across several large positions while simultaneously adding new stakes and reinforcing existing ones.

Sector Focus Remains Strong, But Weight Shifts Observed

Kirr Marbach & Co Llc continues to demonstrate a significant allocation towards the Industrials sector. This quarter's changes saw substantial reductions in holdings within this sector, primarily driven by large sell-offs.

The most pronounced exit was from Exxon Mobil Corp (XOM), where shares decreased by 57.14%, a significant reduction for the energy-focused stock. Similarly, MASTEC INC (MTZ) experienced a notable decline of 16.52% in its position over the quarter.

Conversely, Kirr Marbach initiated new positions or increased existing ones outside the core Industrials sector. BOOT BARN HLDGS INC (BOOT), symbolized by BOOT, saw a dramatic increase of 100% in its holding, indicating either a new investment or substantial growth from previous quarters.

Key Purchases and Reinforcements This Quarter

The investor's buying activity this quarter included:

• New Position in BOOT BARN HLDGS INC (BOOT): Kirr Marbach acquired a substantial number of shares, increasing the holding by 100%.
• Position Increase in BROOKFIELD ASSET MANAGMT LTD (BAM): The investor added to its stake in this Financial Services company, with holdings increasing by approximately 9.15%.

This quarter also saw adjustments to existing positions:

• Reinforcement of CRANE NXT CO (CXT): Shares increased slightly by 3.26%, maintaining interest in this Industrials player.
• Position Increase for GXO LOGISTICS INCORPORATED (GXO): Holdings grew modestly, with a +2.24% increase in shares.

Significant Reductions and Portfolio Dynamics

Selling activity was prominent among Kirr Marbach's larger holdings:

• Major Sell of EXXON MOBIL CORP (XOM): The Energy position saw a sharp decline, dropping by -57.14%.

The investor also significantly reduced exposure in other areas:

• Reduced Holdings of MASTEC INC (MTZ): Shares decreased by -16.52%, impacting the firm's weight within Industrials.

The portfolio includes various investment fund indices denoted by symbols like BSCQ, BSCR, BSCS, BSCT, and BSCV. This quarter saw reductions in several of these holdings, including a -3.56% change for INVESCO EXCH TRD SLF IDX FD (BSCQ).

Overall Portfolio Indicators

Kirr Marbach manages a diverse portfolio with 56 individual positions as of the reporting date.

The top five holdings accounted for approximately 33.09% of the total portfolio value, indicating a concentrated approach despite overall diversification.

Portfolio indicators show that Kirr Marbach has both large buy and sell activities this quarter (has_large_buys: true, has_large_sells: true).