Kirr Marbach & Co LLC Portfolio Shifts: Recent Changes in Key Holdings and Sectors

In the most recent quarter ending September 30, 2026, Kirr Marbach & Co LLC, a prominent investment firm, made several notable adjustments to its portfolio holdings. The firm's portfolio, valued at approximately $529.5 million as of September 30, 2026, saw changes in its top holdings and overall sector allocations, reflecting strategic decisions to buy and sell specific stocks.

Among the most significant moves was the acquisition of a substantial position in MIDERA FOOD PROCESSING INC (MFP), which experienced a 100% increase in shares held by the firm during the period. This suggests a strong confidence in the company's prospects. Similarly, the firm significantly increased its stake in INVESCO EXCH TRD SLF IDX FD (BSCV), INVESCO EXCH TRD SLF IDX FD (BSCU), INVESCO EXCH TRD SLF IDX FD (BSCT), and INVESCO EXCH TRD SLF IDX FD (BSCS), indicating a focus on index funds within the same category. Another notable addition was ISHares TR (IWR), which saw a 100% increase in holdings, adding a new position to the portfolio.

On the other side, Kirr Marbach & Co LLC divested from certain holdings. The firm sold shares of MARATHON PETE CORP (MPC), which experienced a 52.62% decrease in shares held, representing a significant reduction in its position. Additionally, there was a notable decrease in holdings of INVESCO EXCH TRD SLF IDX FD (BSCQ) (-3.86%) and GENERAC HLDGS INC (GNRC) (-22.19%). Other stocks like AUTOZONE INC (AZO), MASTEC INC (MTZ), REPUBLIC SVCS INC (RSG), CRANE NXT CO (CXT) CRANE NXT CO (CXT), and BROOKFIELD CORP (BN) also saw reductions in their allocations, though the changes were less pronounced than the major sell-offs.

These changes indicate a dynamic portfolio management strategy. The firm appears to be actively managing its exposure across different sectors. The significant buying activity in funds like BSCV, BSCU, BSCT, BSCS, and the full acquisition of MFP suggests a potential focus on growth or diversification within specific areas, while the reduction in MPC and BSCQ points to a strategic shift away from certain sectors or specific companies.

Furthermore, the portfolio's sector allocation remains relatively stable, with Industrials still being a significant portion at 34.85% (including both direct holdings like EME, AVGO, MTZ, AZO, MOG-A, RSG, CXT and ETFs like BSCV, BSCU, BSCT, BSCS, GNRC). Communication Services and Technology follow closely at 9.07% and 8.95% respectively. Consumer Cyclical allocation slightly decreased to 7.71%, while Financial Services and Energy saw reductions to 5.24% and 3.05%. The firm's holdings in Healthcare and Utilities are also noteworthy, though no specific changes were disclosed for these sectors in the changed_holdings data.

The overall portfolio now consists of 57 holdings, with the top five stocks accounting for 29.33% of the total value. This indicates a concentrated portfolio. The firm has shown activity in both large buys and large sells, with MFP and IWR being the most significant additions, while MPC was the most significant reduction. The firm's decision to buy and sell these specific assets warrants further analysis to understand the underlying investment thesis and market outlook.