PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$1.6B

Holdings

231

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (231 positions)

StockValue
SNEXSTONEX GROUP INC
$51.2M
BXCBLUELINX HLDGS INC
$36.0M
GSLGLOBAL SHIP LEASE INC NEW
$35.9M
HCCIUSDHERITAGE CRYSTAL CLEAN INC
$32.3M
PARRPAR PAC HOLDINGS INC
$31.8M
RDNTRADNET INC
$26.9M
GRBKGREEN BRICK PARTNERS INC
$25.9M
CALYTOPGOLF CALLAWAY BRANDS CORP
$24.0M
FRG1EURFRANCHISE GROUP INC
$22.9M
FCFRANKLIN COVEY CO
$21.5M
HSTMHEALTHSTREAM INC
$21.2M
SFMSPROUTS FMRS MKT INC
$20.5M
RILYB. RILEY FINANCIAL INC
$19.3M
UNHUNITEDHEALTH GROUP INC
$18.4M
ACAARCOSA INC
$17.8M
MSFTMICROSOFT CORP
$17.6M
AVNWAVIAT NETWORKS INC
$17.1M
DCGODOCGO INC
$17.1M
PDXPIMCO ENERGY & TACTICAL CR O
$17.0M
BLDRBUILDERS FIRSTSOURCE INC
$16.9M
CIONCION INVT CORP
$16.3M
WTTRSELECT ENERGY SVCS INC
$15.5M
PPHMEURAVID BIOSERVICES INC
$15.4M
CSWCCAPITAL SOUTHWEST CORP
$15.1M
ADUSADDUS HOMECARE CORP
$14.9M
DGIIDIGI INTL INC
$14.8M
ATENA10 NETWORKS INC
$14.8M
CIVICIVITAS RESOURCES INC
$14.7M
FFC0OAKTREE SPECIALTY LENDING CO
$14.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$13.7M
ALTGALTA EQUIPMENT GROUP INC
$13.6M
CSWCSW INDUSTRIALS INC
$13.6M
ALGALAMO GROUP INC
$13.1M
FTHYFIRST TR HIGH YIELD OPPRT 20
$12.9M
TRYBARINGS BDC INC
$12.5M
HBIOHARVARD BIOSCIENCE INC
$12.4M
ALNTALLIED MOTION TECHNOLOGIES I
$12.2M
AGYSAGILYSYS INC
$12.1M
FISVFISERV INC
$12.1M
ESGRENSTAR GROUP LIMITED
$12.0M
AMLPALPS ETF TR
$11.9M
GOOGLALPHABET INC
$11.9M
ORCLORACLE CORP
$11.5M
CMCOCOLUMBUS MCKINNON CORP N Y
$11.5M
ELVELEVANCE HEALTH INC
$11.4M
A4SAMERIPRISE FINL INC
$11.3M
DEDEERE & CO
$11.2M
TMOTHERMO FISHER SCIENTIFIC INC
$11.2M
PTBPOTBELLY CORP
$11.0M
TRNSTRANSCAT INC
$11.0M
HYIWESTERN ASSET HIGH YIELD DEF
$10.9M
LEGHLEGACY HOUSING CORP
$10.9M
DYHTARGET CORP
$10.6M
KKRKKR & CO INC
$10.6M
JNJJOHNSON & JOHNSON
$10.4M
VRRMVERRA MOBILITY CORP
$10.2M
JPMJPMORGAN CHASE & CO
$10.1M
ACNACCENTURE PLC IRELAND
$10.1M
BHBBAR HBR BANKSHARES
$10.0M
KMIKINDER MORGAN INC DEL
$10.0M
BCBRUNSWICK CORP
$10.0M
VTSVITESSE ENERGY INC
$9.9M
MBUUMALIBU BOATS INC
$9.9M
GDOWESTERN ASSET GLOBAL CORP DE
$9.8M
RSGREPUBLIC SVCS INC
$9.8M
UTIUNIVERSAL TECHNICAL INST INC
$9.7M
DHXDHI GROUP INC
$9.7M
SSPSCRIPPS E W CO OHIO
$9.6M
AGNCAGNC INVT CORP
$9.5M
NCZVIRTUS CONVERTIBLE & INC 202
$9.5M
CITCINTAS CORP
$9.5M
UFPTUFP TECHNOLOGIES INC
$9.2M
EOGEOG RES INC
$9.0M
WMWASTE MGMT INC DEL
$9.0M
NVECNVE CORP
$9.0M
PLOWDOUGLAS DYNAMICS INC
$8.8M
LUNA INNOVATIONS INC
$8.8M
PFMTUSDPERFORMANT FINL CORP
$8.7M
BABOEING CO
$8.5M
WMBWILLIAMS COS INC
$8.5M
TAT&T INC
$8.4M
UHAL/BU HAUL HOLDING COMPANY
$8.3M
ETSYETSY INC
$8.3M
BCEBCE INC
$8.2M
BVBRIGHTVIEW HLDGS INC
$8.2M
XPELXPEL INC
$8.1M
DISDISNEY WALT CO
$8.0M
MCFTMASTERCRAFT BOAT HLDGS INC
$7.9M
EFTTECHTARGET INC
$7.9M
HCKTHACKETT GROUP INC
$7.8M
CLMBCLIMB GLOBAL SOLUTIONS INC
$7.5M
ACRACRES COMMERCIAL REALTY CORP
$7.4M
DSGRDISTRIBUTION SOLUTIONS GRP I
$7.4M
IVEISHARES TR
$7.3M
SSNCSS&C TECHNOLOGIES HLDGS INC
$7.2M
SHOOMADDEN STEVEN LTD
$7.2M
ABRARBOR REALTY TRUST INC
$7.1M
HGBLHERITAGE GLOBAL INC
$7.0M
ALOTASTRONOVA INC
$6.9M
XJPIXNUVEEN PFD & INCOME TERM FD
$6.9M
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