KIRR MARBACH & CO LLC /IN/ ET — ENERGY TRANSFER L P

Ownership history in KIRR MARBACH & CO LLC /IN/  ·  11 quarters on record

AI Ownership Summary

KIRR MARBACH & CO LLC /IN/ reported ENERGY TRANSFER L P (ET) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.49% in 2024 Q1. The latest visible filing shows ET at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KIRR MARBACH & CO LLC /IN/'s position in ENERGY TRANSFER L P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ET was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ET stock page KIRR MARBACH & CO LLC /IN/ fund profile KIRR MARBACH & CO LLC /IN/ full holdings
How KIRR MARBACH & CO LLC /IN/ held ET — position size vs. price
% of Fund (quarterly)    ET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 96,792 -2,286 -2.3% 0.34% $1.9M 2026-04-17 $18.86
2025 Q4 REDUCED — — — 99,078 -3,495 -3.4% 0.31% $1.6M 2026-01-26 $17.63
2025 Q3 REDUCED — — — 102,573 -3,305 -3.1% 0.32% $1.8M 2025-11-14 (Est.) $16.70
2025 Q2 REDUCED — — — 105,878 -4,325 -3.9% 0.38% $1.9M 2025-08-14 (Est.) $16.72
2025 Q1 REDUCED — — — 110,203 -3,825 -3.4% 0.48% $2.0M 2025-04-23 $15.84
2024 Q4 REDUCED — — — 114,028 -2,191 -1.9% 0.48% $2.2M 2025-01-23 $19.20
2024 Q3 UNCHANGED — — — 116,219 — 0% 0.42% $1.9M 2024-10-17 $14.75
2024 Q2 REDUCED 10.9% +0.9% ❌ 116,219 -14,209 -10.9% 0.45% $1.9M 2024-07-22 $14.37
2024 Q1 UNCHANGED — — — 130,428 — 0% 0.49% $2.1M 2024-04-23 $13.67
2023 Q4 UNCHANGED — — — 130,428 — 0% 0.47% $1.8M 2024-01-30 $12.24
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ET

As of 2026 Q1 — sorted by position size

Stephens Group, LLC 3Y 61.27% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 21.79% Garrett Wealth Advisory Group, LLC 3Y 7Y 18.8% Heronetta Management, L.P. 3Y 7Y 14.08% SL ADVISORS, LLC 3Y 7Y 13.88% Fractal Investments LLC 3Y 11.01% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 10.57% CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3Y 7Y 7.64% FFG Partners, LLC 6.79% Westend Capital Management, LLC 3Y 7Y 4.69%

FAQ About KIRR MARBACH & CO LLC /IN/ and ET

These are the practical questions this page is built to answer before you even open the full history table.

How long has KIRR MARBACH & CO LLC /IN/ reported owning ET?

KIRR MARBACH & CO LLC /IN/ reported ET across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ET position in KIRR MARBACH & CO LLC /IN/'s portfolio?

The largest reported portfolio weight for ET was 0.49% in 2024 Q1.

What is the latest reported ET position on this page?

The most recent filing on this page is 2026 Q1, when KIRR MARBACH & CO LLC /IN/ reported 96,792 shares, equal to 0.34% of portfolio, with an estimated market value of $1.9M.

What does the chart on this ET ownership page compare?

The chart compares KIRR MARBACH & CO LLC /IN/'s quarterly ET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KIRR MARBACH & CO LLC /IN/ time their ET position?

Based on 13F filing dates vs. subsequent ET price moves, KIRR MARBACH & CO LLC /IN/ correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on ET relative to SPY over the holding period was -0.5%.

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