Activity — Punch & Associates Investment Management, Inc.
85 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | StoneX Group Inc. Common stock | $19.01M | +236K +33.30% | 943,579 4.39% of portfolio | medium |
| Q1 2026 as of | Add | Climb Global Solutions, Inc. Common stock | $8.26M | +417K +309.50% | 551,665 0.63% of portfolio | medium |
| Q1 2026 as of | Add | LendingTree, Inc. Common stock | $7.61M | +177K +37.77% | 647,038 1.60% of portfolio | medium |
| Q1 2026 as of | Add | Marvell Technology, Inc. Common stock | $6.20M | +63K +80.61% | 140,137 0.80% of portfolio | medium |
| Q1 2026 as of | Add | i3 Verticals, Inc. Common stock | $5.70M | +255K +32.81% | 1,032,606 1.33% of portfolio | medium |
| Q1 2026 as of | Add | SmartRent, Inc. Common stock | $4.69M | +3.1M +163.88% | 5,032,880 0.44% of portfolio | low |
| Q1 2026 as of | Add | Cavco Industries, Inc. Common stock | $4.33M | +9K +21.26% | 50,991 1.42% of portfolio | low |
| Q1 2026 as of | Add | Artisan Partners Asset Management Inc Common stock | $4.13M | +113K +25.92% | 551,336 1.16% of portfolio | low |
| Q1 2026 as of | Add | PAYS Paysign, Inc. Common Stock | $3.51M | +596K +40.73% | 2,058,210 0.70% of portfolio | low |
| Q1 2026 as of | Add | Sprouts Farmers Market, Inc. Common stock | $3.47M | +45K +26.08% | 217,615 0.97% of portfolio | low |
| Q1 2026 as of | Add | Avanos Medical, Inc. Common stock | $2.34M | +167K +61.88% | 437,085 0.35% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $2.25M | +6K +16.48% | 43,004 0.92% of portfolio | low |
| Q1 2026 as of | Add | Sila Realty Trust Inc Common stock | $2.18M | +92K +7.34% | 1,347,510 1.84% of portfolio | low |
| Q1 2026 as of | Add | Viant Technology Inc. Common stock | $2.13M | +190K +16.44% | 1,347,163 0.87% of portfolio | low |
| Q1 2026 as of | Add | SS&C Technologies Holdings, Inc. Common stock | $1.91M | +28K +23.41% | 148,755 0.58% of portfolio | low |
| Q1 2026 as of | Add | Apollo Global Management, Inc. Common stock | $1.58M | +14K +16.97% | 97,835 0.63% of portfolio | low |
| Q1 2026 as of | Add | MercadoLibre, Inc. Common stock | $1.38M | +798 +9.31% | 9,368 0.93% of portfolio | low |
| Q1 2026 as of | Add | Miller Industries Inc Common stock | $1.33M | +29K +36.08% | 110,477 0.29% of portfolio | low |
| Q1 2026 as of | Add | Tidewater Inc Common stock | $1.19M | +14K +4.27% | 347,913 1.68% of portfolio | low |
| Q1 2026 as of | Add | San Juan Basin Royalty Trust Common stock | $1.15M | +239K +34.17% | 939,225 0.26% of portfolio | low |
| Q1 2026 as of | Add | Elevance Health Inc Common stock | $1.06M | +4K +18.52% | 23,229 0.39% of portfolio | low |
| Q1 2026 as of | Add | 48251W500 Common stock | $1.06M | +26K +43.71% | 86,810 0.20% of portfolio | low |
| Q1 2026 as of | Add | Addus HomeCare Corp Common stock | $1.02M | +11K +5.98% | 193,890 1.05% of portfolio | low |
| Q1 2026 as of | Add | Electromed, Inc. Common stock | $877.9K | +38K +20.05% | 224,520 0.30% of portfolio | low |
| Q1 2026 as of | Add | 33741Q107 Common stock | $807.3K | +60K +7.21% | 886,745 0.69% of portfolio | low |
| Q1 2026 as of | Add | Carriage Services Inc Common stock | $778.5K | +17K +6.91% | 263,750 0.69% of portfolio | low |
| Q1 2026 as of | Add | KEQU Kewaunee Scientific Corp /De Common Stock | $646.6K | +19K +23.05% | 100,702 0.20% of portfolio | low |
| Q1 2026 as of | Add | EPSN Epsilon Energy Ltd. Common Stock | $615.8K | +100K +26.53% | 476,880 0.17% of portfolio | low |
| Q1 2026 as of | Add | A10 Networks, Inc. Common stock | $561.4K | +24K +1.69% | 1,459,910 1.95% of portfolio | low |
| Q1 2026 as of | Add | SiriusPoint Ltd Common stock | $547.9K | +25K +1.83% | 1,415,529 1.76% of portfolio | low |
| Q1 2026 as of | Add | Northrim BanCorp Inc Common stock | $537.9K | +24K +7.76% | 326,410 0.43% of portfolio | low |
| Q1 2026 as of | Add | 82846H504 Common stock | $511.4K | +9K +16.31% | 66,315 0.21% of portfolio | low |
| Q1 2026 as of | Add | HTLD Heartland Express Inc Common Stock | $424.0K | +41K +14.06% | 330,765 0.20% of portfolio | low |
| Q1 2026 as of | Add | Select Water Solutions, Inc. Common stock | $423.9K | +28K +1.85% | 1,528,895 1.35% of portfolio | low |
| Q1 2026 as of | Add | Transcat Inc Common stock | $406.9K | +6K +9.35% | 64,775 0.27% of portfolio | low |
| Q1 2026 as of | Add | Match Group, Inc. Common stock | $398.5K | +13K +3.54% | 379,972 0.67% of portfolio | low |
| Q1 2026 as of | Add | Enova International, Inc. Common stock | $393.1K | +3K +1.92% | 153,472 1.20% of portfolio | low |
| Q1 2026 as of | Add | Green Brick Partners, Inc. Common stock | $392.8K | +6K +1.73% | 358,341 1.33% of portfolio | low |
| Q1 2026 as of | Add | First Interstate Bancsystem Inc Common stock | $387.5K | +12K +1.60% | 735,419 1.42% of portfolio | low |
| Q1 2026 as of | Add | Pricesmart Inc Common stock | $386.5K | +3K +1.61% | 162,193 1.41% of portfolio | low |
| Q1 2026 as of | Add | ACIC AMERICAN COASTAL INSURANCE Corp Common Stock | $363.4K | +32K +4.16% | 808,705 0.52% of portfolio | low |
| Q1 2026 as of | Add | BlueLinx Holdings Inc Common stock | $354.2K | +7K +2.07% | 321,874 1.01% of portfolio | low |
| Q1 2026 as of | Add | Legalzoom.com Inc Common stock | $352.8K | +62K +2.37% | 2,689,270 0.88% of portfolio | low |
| Q1 2026 as of | Add | Optex Systems Holdings Inc Common stock | $350.7K | +27K +8.93% | 323,475 0.25% of portfolio | low |
| Q1 2026 as of | Add | RCMT Rcm Technologies, Inc. Common Stock | $333.7K | +17K +12.81% | 153,511 0.17% of portfolio | low |
| Q1 2026 as of | Add | Liquidity Services Inc Common stock | $310.2K | +10K +1.11% | 920,394 1.62% of portfolio | low |
| Q1 2026 as of | Add | Clearfield, Inc. Common stock | $304.4K | +12K +4.14% | 289,610 0.44% of portfolio | low |
| Q1 2026 as of | Add | Douglas Dynamics Inc Common stock | $300.5K | +7K +1.16% | 621,845 1.51% of portfolio | low |
| Q1 2026 as of | Add | VERRA MOBILITY Corp Common stock | $280.2K | +20K +1.74% | 1,147,170 0.95% of portfolio | low |
| Q1 2026 as of | Add | BrightView Holdings, Inc. Common stock | $263.6K | +22K +2.04% | 1,116,831 0.76% of portfolio | low |