Ownership history in KIRR MARBACH & CO LLC /IN/ Β· 95 quarters on record
This page tracks every 13F SEC filing in which KIRR MARBACH & CO LLC /IN/ reported a position in DOLLAR TREE STORES INC COMMON STOCK (DLTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π KIRR MARBACH & CO LLC /IN/ underperformed the S&P 500 by β16.6% annually on this DLTR position. Timing score: 52% (47/91 decisions correct). Average cost basis: $24.89. Maximum drawdown during holding period: β56.1%.
β Significantly underperformed the S&P 500 by 16.6% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
47 of 91 add/trim decisions correct
Best entry: $6.63 (2003 Q1) Β· Worst: $143.55 (2023 Q1)
πͺ Held through 8 major drawdowns (>20%). Diamond-hands conviction.
38 adds Β· 55 trims. Bought during 14 of 40 down-price quarters. π Predominantly trimming β distribution phase.
π KIRR MARBACH & CO LLC /IN/ has been actively increasing its DLTR allocation β a bullish signal from insiders.
Currently 2.47% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size