KIRR MARBACH & CO LLC /IN/ MOG/A — MOOG INC

Ownership history in KIRR MARBACH & CO LLC /IN/  ·  8 quarters on record

AI Ownership Summary

KIRR MARBACH & CO LLC /IN/ reported MOOG INC (MOG/A) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.97% in 2026 Q1. The latest visible filing shows MOG/A at 1.97% 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.

What this MOG/A 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 MOOG INC, 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

MOG/A was reported at 1.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.97% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 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.

MOG/A stock page KIRR MARBACH & CO LLC /IN/ fund profile KIRR MARBACH & CO LLC /IN/ full holdings
How KIRR MARBACH & CO LLC /IN/ held MOG/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 36,861 +2,424 +7.0% 1.97% $10.8M 2026-04-17 $322.75
2025 Q4 ADDED — — — 34,437 +4,618 +15.5% 1.60% $8.4M 2026-01-26 $288.34
2025 Q3 ADDED — — — 29,819 +283 +1.0% 1.12% $6.2M 2025-11-14 (Est.) $200.99
2025 Q2 ADDED — — — 29,536 +375 +1.3% 1.06% $5.3M 2025-08-14 (Est.) $190.42
2025 Q1 ADDED — — — 29,161 +7,799 +36.5% 1.17% $5.1M 2025-04-23 $165.55
2024 Q4 REDUCED — — — 21,362 -173 -0.8% 0.91% $4.2M 2025-01-23 $208.45
2024 Q3 REDUCED — — — 21,535 -44 -0.2% 0.97% $4.4M 2024-10-17 $194.46
2024 Q2 INITIATED — — — 21,579 — — 0.87% $3.6M 2024-07-22 $188.63

🏢 Other funds also holding MOG/A

As of 2026 Q1 — sorted by position size

EARNEST PARTNERS LLC 3Y 7Y 2.24% Wills Financial Group LLC 1.88% Legal Advantage Investments, Inc. 3Y 1.87% Compass Wealth Management LLC 3Y 1.17% Informed Momentum Co LLC 3Y 7Y 0.9% GW&K Investment Management, LLC 3Y 7Y 0.85% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.84% Aureus Asset Management, LLC 3Y 7Y 0.83% VIRTUS ADVISERS, LLC 3Y 7Y 0.73% PDT Partners, LLC 3Y 7Y 0.64%

FAQ About KIRR MARBACH & CO LLC /IN/ and MOG/A

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 MOG/A?

KIRR MARBACH & CO LLC /IN/ reported MOG/A across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

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

The largest reported portfolio weight for MOG/A was 1.97% in 2026 Q1.

What is the latest reported MOG/A position on this page?

The most recent filing on this page is 2026 Q1, when KIRR MARBACH & CO LLC /IN/ reported 36,861 shares, equal to 1.97% of portfolio, with an estimated market value of $10.8M.

What does the chart on this MOG/A ownership page compare?

The chart compares KIRR MARBACH & CO LLC /IN/'s quarterly MOG/A 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 MOG/A position?

Based on 13F filing dates vs. subsequent MOG/A price moves, KIRR MARBACH & CO LLC /IN/ correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on MOG/A relative to SPY over the holding period was +16.8%.

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