Kirr Marbach & Co in/ is an investment fund managing more than $415 billion ran by Mickey Kim. There are currently 48 companies in Mr. Kim’s portfolio. The largest investments include Broadcom and Emcor, together worth $55.6 billion.
As of 15th July 2024, Kirr Marbach & Co in/’s top holding is 18,421 shares of Broadcom currently worth over $29.6 billion and making up 7.1% of the portfolio value.
Relative to the number of outstanding shares of Broadcom, Kirr Marbach & Co in/ owns less than approximately 0.1% of the company.
In addition, the fund holds 71,356 shares of Emcor worth $26.1 billion, whose value grew 62.4% in the past six months.
The third-largest holding is Vistra Corp worth $25.8 billion and the next is Autozone worth $23 billion, with 7,751 shares owned.
Currently, Kirr Marbach & Co in/'s portfolio is worth at least $415 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Kirr Marbach & Co in/ office and employees reside in Columbus, Indiana. According to the last 13-F report filed with the SEC, Mickey Kim serves as the Chief Compliance Officer at Kirr Marbach & Co in/.
In the most recent 13F filing, Kirr Marbach & Co in/ revealed that it had opened a new position in
Exxon Mobil and bought 68,599 shares worth $7.9 billion.
This means they effectively own approximately 0.1% of the company.
Exxon Mobil makes up
100.0%
of the fund's Energy sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Broadcom by buying
17 additional shares.
This makes their stake in Broadcom total 18,421 shares worth $29.6 billion.
Broadcom dropped approximately 0.1% in the past year.
On the other hand, there are companies that Kirr Marbach & Co in/ is getting rid of from its portfolio.
Kirr Marbach & Co in/ closed its position in Aon plc on 22nd July 2024.
It sold the previously owned 30,729 shares for $10.3 billion.
Mickey Kim also disclosed a decreased stake in Emcor by 0.2%.
This leaves the value of the investment at $26.1 billion and 71,356 shares.
The two most similar investment funds to Kirr Marbach & Co in/ are Foyston, Gordon, & Payne Inc and Greenspring Advisors. They manage $415 billion and $415 billion respectively.
Kirr Marbach & Co in/’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Industrials — making up 14.0% of
the total portfolio value.
The fund focuses on investments in the United States as
54.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
25% of the total holdings value.
On the other hand, small-cap stocks make up only 2.1% of the portfolio.
The average market cap of the portfolio companies is close to $169 billion.
These positions were updated on July 22nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Broadcom Inc. |
0.09%
18,421
|
$29,575,469,000 | 7.12% |
| Emcor Group, Inc. |
23.03%
71,356
|
$26,050,649,000 | 6.27% |
| Vistra Corp |
0.37%
299,591
|
$25,758,835,000 | 6.20% |
| Autozone Inc. |
0.33%
7,751
|
$22,974,740,000 | 5.53% |
| Mastec Inc. |
0.58%
174,860
|
$18,708,272,000 | 4.50% |
| Republic Svcs Inc |
0.22%
87,691
|
$17,041,869,000 | 4.10% |
| Invesco Exch Trd Slf Idx Fd |
0.48%
2,575,941
|
$51,977,857,000 | 12.52% |
| Alphabet Inc |
0.31%
91,082
|
$16,590,587,000 | 3.99% |
| Colliers Intl Group Inc |
0.23%
143,659
|
$16,049,199,000 | 3.86% |
| Marathon Pete Corp |
0.52%
86,861
|
$15,068,647,000 | 3.63% |
| Canadian Pacific Kansas City |
0.29%
171,392
|
$13,517,474,000 | 3.25% |
| Markel Group Inc |
No change
7,977
|
$12,569,040,000 | 3.03% |
| Ssc Technologies Hldgs Inc |
0.15%
188,237
|
$11,796,813,000 | 2.84% |
| Dollar Tree Inc |
0.30%
107,023
|
$11,426,846,000 | 2.75% |
| Aon plc. |
Closed
30,729
|
$10,254,882,000 | |
| Innospec Inc |
0.22%
78,162
|
$9,660,042,000 | 2.33% |
| Brinks Co |
0.09%
93,493
|
$9,573,684,000 | 2.31% |
| Biogen Inc |
53.87%
34,232
|
$7,935,663,000 | 1.91% |
| Exxon Mobil Corp. |
Opened
68,599
|
$7,897,117,000 | 1.90% |
| Pioneer Nat Res Co |
Closed
29,507
|
$7,745,588,000 | |
| Stride Inc |
0.32%
107,595
|
$7,585,448,000 | 1.83% |
| Veralto Corp |
0.93%
79,335
|
$7,581,244,000 | 1.83% |
| Visteon Corp. |
0.35%
70,253
|
$7,495,996,000 | 1.81% |
| Brookfield Corp |
0.05%
176,596
|
$7,336,012,000 | 1.77% |
| APi Group Corporation |
0.17%
181,795
|
$6,840,946,000 | 1.65% |
| Alight Inc. |
0.01%
690,538
|
$5,096,171,000 | 1.23% |
| Gxo Logistics Incorporated |
1.76%
98,705
|
$4,984,603,000 | 1.20% |
| Rxo Inc |
1.57%
189,689
|
$4,960,368,000 | 1.19% |
| Crocs Inc |
Opened
26,940
|
$3,931,624,000 | 0.95% |
| Anterix Inc. |
0.05%
96,775
|
$3,831,323,000 | 0.92% |
| Moog Inc. |
Opened
21,579
|
$3,610,168,000 | 0.87% |
| Crane Nxt Co |
Opened
58,048
|
$3,565,309,000 | 0.86% |
| Disney Walt Co |
1.60%
33,722
|
$3,348,258,000 | 0.81% |
| Liberty Media Corp. |
0.34%
215,932
|
$5,480,661,000 | 1.32% |
| Icu Med Inc |
5.63%
23,809
|
$2,827,319,000 | 0.68% |
| The Shyft Group, Inc. |
0.35%
228,107
|
$2,705,350,000 | 0.65% |
| Energy Transfer L P |
10.89%
116,219
|
$1,885,073,000 | 0.45% |
| Eli Lilly Co |
No change
2,068
|
$1,871,931,000 | 0.45% |
| Inmode Ltd |
0.07%
92,603
|
$1,689,079,000 | 0.41% |
| Brookfield Asset Managmt Ltd |
11.02%
35,713
|
$1,359,051,000 | 0.33% |
| Tri Contl Corp |
33.60%
19,882
|
$615,746,000 | 0.15% |
| International Mny Express In |
64.02%
25,620
|
$533,921,000 | 0.13% |
| Aviat Networks Inc |
No change
12,600
|
$361,494,000 | 0.09% |
| The Oncology Institute Inc |
Closed
2,725
|
$330,652,000 | |
| Apple Inc |
No change
1,522
|
$320,488,000 | 0.08% |
| Cummins Inc. |
2.32%
1,054
|
$291,885,000 | 0.07% |
| Home Depot, Inc. |
No change
844
|
$290,539,000 | 0.07% |
| Invesco Exchange Traded Fd T |
20.09%
1,750
|
$287,490,000 | 0.07% |
| Amazon.com Inc. |
Opened
1,100
|
$212,575,000 | 0.05% |
| Abbvie Inc |
No change
1,215
|
$208,397,000 | 0.05% |
| Ginkgo Bioworks Holdings Inc |
43.75%
17,250
|
$5,767,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 51 holdings | |||