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Kirr Marbach & Co. LLC /in/
Kirr, Marbach & Company, LLC is an independent registered investment adviser headquartered in Columbus, Indiana. Founded in 1975 by David M. Kirr and Terry B. Marbach, the firm offers investment advisory and portfolio management services to retail and institutional investors. They manage both individual accounts and serve as adviser to the Kirr Marbach Partners Value Fund. The firm has a long history of disciplined value investing, supported by a team led by managing partners Mark Foster and Mickey Kim. With about a dozen professionals according to recent sources, Kirr, Marbach manages over $605 million in assets (as of September 2025), serving clients seeking a careful, value-driven approach.
Investment Strategy
Kirr, Marbach & Company practices a disciplined 'bottom-up' value investment methodology that emphasizes purchasing stocks trading at significant discounts to their intrinsic value. The firm evaluates companies as long-term owners, typically with a 5–10 year outlook, focusing on those with strong business prospects, sound financials, and shareholder-oriented leadership. Investments often include out-of-favor stocks, special situations such as spin-offs and post-bankruptcy reorganizations, and corporate restructurings. The flagship 'All-Cap Value' strategy invests in large-, mid-, and small-cap companies, always adhering to a fundamental value philosophy regardless of market trends.
Latest 13F Filing Activity
Kirr Marbach & Co. LLC /in/ filed their most recent 13F report on Sep 30, 2025 disclosing 56 equity positions with a total 13F market value of $554M. The fund increased holdings in Emcor Group Inc., Mastec Inc., Carmax Inc. among other positions. Kirr Marbach & Co. LLC /in/ reduced exposure to Innospec Inc., SHYFT Group Inc., Alight Inc. among others.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 8.66% | $48.0M | 145,433 | $28.77 | $329.91 | +$6.2M |
E EME | EMCOR GROUP INC | 7.15% | $39.6M | 60,937 | $50.87 | $649.54 | +$7.2M |
M MTZ | MASTEC INC | 6.52% | $36.1M | 169,782 | $34.32 | $212.81 | +$6.9M |
A AZO | AUTOZONE INC | 6.04% | $33.5M | 7,799 | $519.15 | $4290.24 | +$4.5M |
V VST | VISTRA CORP | 5.96% | $33.0M | 168,613 | $18.35 | $195.92 | +$336.4K |
Industry Allocation
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