Institutions / Punch & Associates Investment Management, Inc.
Punch & Associates Investment Management, Inc.
CIK 1238990 · Institution · as of Mar 31, 2026
Portfolio value
$1.73B
Positions
163
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.73B+1.2%Positions
163+4.5%Top holdings
Mar 31, 2026View all 163 →
| Company | Value | % of portfolio |
|---|---|---|
| StoneX Group Inc. | $76.10M | 4.4% |
| Laureate Education, Inc. | $40.86M | 2.4% |
| Universal Technical Institute Inc | $38.87M | 2.2% |
| Arcosa, Inc. | $38.46M | 2.2% |
| A10 Networks, Inc. | $33.75M | 1.9% |
| RadNet, Inc. | $33.27M | 1.9% |
| Sila Realty Trust Inc | $31.91M | 1.8% |
| Alphabet Inc. | $30.85M | 1.8% |
| SiriusPoint Ltd | $30.49M | 1.8% |
| Tidewater Inc | $29.07M | 1.7% |
| Royalty Pharma PLC | $28.72M | 1.7% |
| Liquidity Services Inc | $28.14M | 1.6% |
| LendingTree, Inc. | $27.74M | 1.6% |
| Global Ship Lease Inc | $26.73M | 1.5% |
| NPK International Inc. | $26.35M | 1.5% |
| Douglas Dynamics Inc | $26.17M | 1.5% |
| Cavco Industries, Inc. | $24.69M | 1.4% |
| First Interstate Bancsystem Inc | $24.56M | 1.4% |
| Pricesmart Inc | $24.41M | 1.4% |
| Vitesse Energy, Inc. | $24.22M | 1.4% |
| Par Pacific Holdings, Inc. | $23.63M | 1.4% |
| Select Water Solutions, Inc. | $23.39M | 1.3% |
| Bunge Global SA | $23.18M | 1.3% |
| Green Brick Partners, Inc. | $23.10M | 1.3% |
| i3 Verticals, Inc. | $23.09M | 1.3% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | JCAP Jefferson Capital, Inc. Common Stock | $21.46M | +1.1M | 1,115,885 1.24% of portfolio | medium |
| Q1 2026 as of | Add | StoneX Group Inc. | $19.01M | +236K +33.30% | 943,579 4.39% of portfolio | medium |
| Q1 2026 as of | Trim | Par Pacific Holdings, Inc. | $-12.79M | -204K -35.12% | 377,208 1.36% of portfolio | medium |
| Q1 2026 as of | New | Sea Ltd | $11.00M | +133K | 132,886 0.63% of portfolio | medium |
| Q1 2026 as of | Trim | Ameriprise Financial Inc | $-10.59M | -24K -90.54% | 2,490 0.06% of portfolio | medium |
| Q1 2026 as of | Exit | Healthstream Inc | $-10.42M | -452K -100.00% | — | medium |
| Q1 2026 as of | Trim | Y27183600 | $-9.45M | -254K -26.11% | 718,073 1.54% of portfolio | medium |
| Q1 2026 as of | New | Amrize Ltd | $8.86M | +158K | 158,226 0.51% of portfolio | medium |
| Q1 2026 as of | New | Trimas Corp | $8.80M | +245K | 244,719 0.51% of portfolio | medium |
| Q1 2026 as of | Add | Climb Global Solutions, Inc. | $8.26M | +417K +309.50% | 551,665 0.63% of portfolio | medium |