PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$1756.8T

Holdings

176

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (176 positions)

#StockSharesValue% PortfolioType
1
SNEXSTONEX GROUP INC
831,215$58.4T3.32%
2
BXCBLUELINX HLDGS INC
391,091$50.9T2.90%
3
RDNTRADNET INC
856,699$41.7T2.37%
4
GSLGLOBAL SHIP LEASE INC NEW
1,883,451$38.2T2.18%
5
PARRPAR PAC HOLDINGS INC
926,639$34.3T1.95%
6
ACAARCOSA INC
352,858$30.3T1.72%
7
PDXPIMCO DYNAMIC INCOME STRATEG
1,286,076$27.3T1.55%
8
SFMSPROUTS FMRS MKT INC
419,275$27.0T1.54%
9
GRBKGREEN BRICK PARTNERS INC
447,462$27.0T1.53%
10
VRRMVERRA MOBILITY CORP
1,074,661$26.8T1.53%
11
FCFRANKLIN COVEY CO
611,403$24.0T1.37%
12
HSTMHEALTHSTREAM INC
869,031$23.2T1.32%
13
EFCELLINGTON FINANCIAL INC
1,958,365$23.1T1.32%
14
CALYTOPGOLF CALLAWAY BRANDS CORP
1,370,873$22.2T1.26%
15
WTTRSELECT WATER SOLUTIONS INC
2,328,641$21.5T1.22%
16
BLDRBUILDERS FIRSTSOURCE INC
102,621$21.4T1.22%
17
AVNWAVIAT NETWORKS INC
547,252$21.0T1.19%
18
KKRKKR & CO INC
193,139$19.4T1.11%
19
UTIUNIVERSAL TECHNICAL INST INC
1,176,255$18.7T1.07%
20
CMCOCOLUMBUS MCKINNON CORP N Y
418,239$18.7T1.06%
21
GOOGLALPHABET INC
120,918$18.3T1.04%
22
HLMNHILLMAN SOLUTIONS CORP
1,695,384$18.0T1.03%
23
MSFTMICROSOFT CORP
42,092$17.7T1.01%
24
CIVICIVITAS RESOURCES INC
232,134$17.6T1.00%
25
TDWTIDEWATER INC NEW
190,740$17.5T1.00%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
41,604$17.5T1.00%
27
VTSVITESSE ENERGY INC
730,175$17.3T0.99%
28
FISVFISERV INC
106,898$17.1T0.97%
29
CSWCCAPITAL SOUTHWEST CORP
669,313$16.7T0.95%
30
PLOWDOUGLAS DYNAMICS INC
670,687$16.2T0.92%
31
ATENA10 NETWORKS INC
1,179,988$16.2T0.92%
32
ALGALAMO GROUP INC
69,351$15.8T0.90%
33
DISDISNEY WALT CO
125,931$15.4T0.88%
34
A4SAMERIPRISE FINL INC
35,010$15.3T0.87%
35
PTBPOTBELLY CORP
1,235,555$15.0T0.85%
36
CSWCSW INDUSTRIALS INC
61,510$14.4T0.82%
37
JPMJPMORGAN CHASE & CO
71,380$14.3T0.81%
38
DGIIDIGI INTL INC
445,477$14.2T0.81%
39
ESGRENSTAR GROUP LIMITED
45,632$14.2T0.81%
40
FFC0OAKTREE SPECIALTY LENDING CO
698,988$13.7T0.78%
41
ADUSADDUS HOMECARE CORP
129,861$13.4T0.76%
42
ORCLORACLE CORP
106,102$13.3T0.76%
43
LEGHLEGACY HOUSING CORP
602,873$13.0T0.74%
44
PPHMEURAVID BIOSERVICES INC
1,932,390$12.9T0.74%
45
BVBRIGHTVIEW HLDGS INC
1,067,324$12.7T0.72%
46
RILYB. RILEY FINANCIAL INC
598,873$12.7T0.72%
47
TMOTHERMO FISHER SCIENTIFIC INC
21,530$12.5T0.71%
48
DSGRDISTRIBUTION SOLUTIONS GRP I
347,827$12.3T0.70%
49
BGBUNGE GLOBAL SA
120,047$12.3T0.70%
50
EFTTECHTARGET INC
358,940$11.9T0.68%
51
ELVELEVANCE HEALTH INC
22,754$11.8T0.67%
52
HBIOHARVARD BIOSCIENCE INC
2,772,339$11.8T0.67%
53
TRYBARINGS BDC INC
1,260,346$11.7T0.67%
54
CLMBCLIMB GLOBAL SOLUTIONS INC
162,350$11.5T0.66%
55
ACNACCENTURE PLC IRELAND
32,882$11.4T0.65%
56
MTCHMATCH GROUP INC NEW
313,319$11.4T0.65%
57
RSGREPUBLIC SVCS INC
59,349$11.4T0.65%
58
TRNSTRANSCAT INC
101,922$11.4T0.65%
59
RPRXROYALTY PHARMA PLC
368,916$11.2T0.64%
60
UFPTUFP TECHNOLOGIES INC
44,000$11.1T0.63%
61
WMWASTE MGMT INC DEL
51,928$11.1T0.63%
62
BCBRUNSWICK CORP
112,860$10.9T0.62%
63
CVCOCAVCO INDS INC DEL
26,981$10.8T0.61%
64
CVEOCIVEO CORP CDA
393,230$10.6T0.60%
65
HYIWESTERN ASSET HIGH YIELD DEF
882,572$10.6T0.60%
66
UHAL/BU HAUL HOLDING COMPANY
158,165$10.5T0.60%
67
ALTGALTA EQUIPMENT GROUP INC
812,900$10.5T0.60%
68
NCZVIRTUS CONVERTIBLE & INC 202
1,193,490$10.5T0.60%
69
AGYSAGILYSYS INC
123,530$10.4T0.59%
70
DYHTARGET CORP
57,630$10.2T0.58%
71
ARHSARHAUS INC
656,316$10.1T0.57%
72
HCKTHACKETT GROUP INC
414,468$10.1T0.57%
73
GDOWESTERN ASSET GLOBAL CORP DE
801,418$10.0T0.57%
74
RMTROYCE MICRO-CAP TR INC
1,056,987$10.0T0.57%
75
KMIKINDER MORGAN INC DEL
541,527$9.9T0.57%
76
EOGEOG RES INC
76,774$9.8T0.56%
77
CITCINTAS CORP
14,140$9.7T0.55%
78
ALNTALLIENT INC
264,967$9.5T0.54%
79
LAURLAUREATE EDUCATION INC
648,386$9.4T0.54%
80
AMLPALPS ETF TR
198,223$9.4T0.54%
81
DEDEERE & CO
22,663$9.3T0.53%
82
PHXUSDPHX MINERALS INC
2,727,230$9.3T0.53%
83
DEAEASTERLY GOVT PPTYS INC
798,808$9.2T0.52%
84
QA4AGENTHERM INC
155,324$8.9T0.51%
85
BXSLBLACKSTONE SECD LENDING FD
282,629$8.8T0.50%
86
ALOTASTRONOVA INC
488,531$8.7T0.50%
87
LINCLINCOLN EDL SVCS CORP
839,950$8.7T0.49%
88
JNJJOHNSON & JOHNSON
54,558$8.6T0.49%
89
SKYSKYLINE CHAMPION CORPORATION
101,351$8.6T0.49%
90
PFMTUSDPERFORMANT FINL CORP
2,885,200$8.5T0.48%
91
GLREGREENLIGHT CAPITAL RE LTD
675,780$8.4T0.48%
92
XJPIXNUVEEN PFD & INCOME TERM FD
437,719$8.4T0.48%
93
HP5AEQUITY COMWLTH
444,785$8.4T0.48%
94
SHOOMADDEN STEVEN LTD
196,568$8.3T0.47%
95
LQDTLIQUIDITY SVCS INC
443,124$8.2T0.47%
96
INFUINFUSYSTEM HLDGS INC
959,656$8.2T0.47%
97
DHILDIAMOND HILL INVT GROUP INC
53,330$8.2T0.47%
98
NVECNVE CORP
91,100$8.2T0.47%
99
CARRCARRIER GLOBAL CORPORATION
137,778$8.0T0.46%
100
MODNEURMODEL N INC
272,537$7.8T0.44%
Page 1 of 2Next