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Punch & Associates Investment Management, Inc.

All holdings · as of Mar 31, 2026

163 positions

CompanyClassValue ↓Shares% of portfolio
StoneX Group Inc.—$76.10M943,5794.4%
LAUREATE EDUCATION, INC.—$40.86M1,172,8812.4%
UNIVERSAL TECHNICAL INSTITUTE INC—$38.87M1,076,8662.2%
Arcosa, Inc.—$38.46M362,3262.2%
A10 Networks, Inc.—$33.75M1,459,9101.9%
RadNet, Inc.—$33.27M595,2801.9%
Sila Realty Trust Inc—$31.91M1,347,5101.8%
Alphabet Inc.—$30.85M107,2931.8%
SiriusPoint Ltd—$30.49M1,415,5291.8%
TIDEWATER INC—$29.07M347,9131.7%
ROYALTY PHARMA PLC—$28.72M598,6171.7%
LIQUIDITY SERVICES INC—$28.14M920,3941.6%
LendingTree, Inc.—$27.74M647,0381.6%
GLOBAL SHIP LEASE INC—$26.73M718,0731.5%
NPK International Inc.—$26.35M1,818,7901.5%
Douglas Dynamics Inc—$26.17M621,8451.5%
CAVCO INDUSTRIES, INC.—$24.69M50,9911.4%
FIRST INTERSTATE BANCSYSTEM INC—$24.56M735,4191.4%
PRICESMART INC—$24.41M162,1931.4%
Vitesse Energy, Inc.—$24.22M1,333,7201.4%
PAR PACIFIC HOLDINGS, INC.—$23.63M377,2081.4%
Select Water Solutions, Inc.—$23.39M1,528,8951.3%
Bunge Global SA—$23.18M182,2061.3%
Green Brick Partners, Inc.—$23.10M358,3411.3%
i3 Verticals, Inc.—$23.09M1,032,6061.3%
JEFFERSON CAPITAL, INC.JCAPCommon Stock$21.46M1,115,8851.2%
Enova International, Inc.—$20.85M153,4721.2%
Artisan Partners Asset Management Inc—$20.06M551,3361.2%
RENTOKIL INITIAL PLC—$18.92M600,9131.1%
PIMCO Dynamic Income Strategy FundPDXClosed-End Fund$18.80M852,3251.1%
Addus HomeCare Corp—$18.16M193,8901.0%
BlueLinx Holdings Inc—$17.44M321,8741.0%
Sprouts Farmers Market, Inc.—$16.78M217,6151.0%
VERRA MOBILITY Corp—$16.39M1,147,1700.9%
MercadoLibre, Inc.—$16.20M9,3680.9%
MICROSOFT CORP—$15.92M43,0040.9%
Legalzoom.com Inc—$15.25M2,689,2700.9%
IQVIA HOLDINGS INC.—$15.09M88,4900.9%
Viant Technology Inc.—$15.09M1,347,1630.9%
KKR & Co. Inc.—$14.95M161,6140.9%
Warren E. Buffett—$14.92M31,1300.9%
Hillman Solutions Corp.—$14.76M1,774,1090.9%
Marvell Technology, Inc.—$13.88M140,1370.8%
THERMO FISHER SCIENTIFIC INC.—$13.43M27,3250.8%
CSW INDUSTRIALS, INC.—$13.29M50,9870.8%
BrightView Holdings, Inc.—$13.17M1,116,8310.8%
JPMORGAN CHASE & CO—$13.08M44,4520.8%
EOG RESOURCES INC—$13.06M90,3280.8%
BrightSpire Capital, Inc.—$12.93M2,309,7740.7%
Paysign, Inc.PAYSCommon Stock$12.14M2,058,2100.7%
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