PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$1.5B

Holdings

164

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (164 positions)

StockValue
SNEXSTONEX GROUP INC
$64.4M
RDNTRADNET INC
$34.5M
PDXPIMCO DYNAMIC INCOME STRATEG
$30.8M
LAURLAUREATE EDUCATION INC
$30.5M
SFMSPROUTS FMRS MKT INC
$29.0M
SILASILA REALTY TRUST INC
$28.4M
ACAARCOSA INC
$27.9M
UTIUNIVERSAL TECHNICAL INST INC
$27.9M
GSLGLOBAL SHIP LEASE INC NEW
$27.3M
VRRMVERRA MOBILITY CORP
$25.3M
VTSVITESSE ENERGY INC
$25.1M
BXCBLUELINX HLDGS INC
$24.4M
GRBKGREEN BRICK PARTNERS INC
$22.7M
ATENA10 NETWORKS INC
$22.3M
CVCOCAVCO INDS INC DEL
$22.1M
GOOGLALPHABET INC
$20.8M
HSTMHEALTHSTREAM INC
$19.8M
FISVFISERV INC
$19.0M
WTTRSELECT WATER SOLUTIONS INC
$18.5M
RPRXROYALTY PHARMA PLC
$17.9M
KKRKKR & CO INC
$17.7M
APAMARTISAN PARTNERS ASSET MGMT
$17.1M
FIBKFIRST INTST BANCSYSTEM INC
$16.9M
FCFRANKLIN COVEY CO
$16.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$15.7M
SKYCHAMPION HOMES INC
$15.5M
CSWCCAPITAL SOUTHWEST CORP
$15.3M
BLDRBUILDERS FIRSTSOURCE INC
$15.3M
HLMNHILLMAN SOLUTIONS CORP
$15.2M
CLMBCLIMB GLOBAL SOLUTIONS INC
$14.4M
CSWCSW INDUSTRIALS INC
$14.2M
TDWTIDEWATER INC NEW
$14.2M
PLOWDOUGLAS DYNAMICS INC
$14.1M
JPMJPMORGAN CHASE & CO.
$14.0M
BGBUNGE GLOBAL SA
$14.0M
BVBRIGHTVIEW HLDGS INC
$13.9M
EFCELLINGTON FINANCIAL INC
$13.7M
MDXGMIMEDX GROUP INC
$13.2M
RTORENTOKIL INITIAL PLC
$13.2M
MSFTMICROSOFT CORP
$13.2M
MLB1MERCADOLIBRE INC
$13.1M
PSMTPRICESMART INC
$13.1M
TMOTHERMO FISHER SCIENTIFIC INC
$13.1M
ALGALAMO GROUP INC
$12.8M
A4SAMERIPRISE FINL INC
$12.7M
ORCLORACLE CORP
$12.6M
SPNTSIRIUSPOINT LTD
$12.5M
DSPVIANT TECHNOLOGY INC
$12.3M
IQVIQVIA HLDGS INC
$12.1M
PARRPAR PAC HOLDINGS INC
$12.1M
HCKTHACKETT GROUP INC
$12.0M
RSGREPUBLIC SVCS INC
$12.0M
KMIKINDER MORGAN INC DEL
$11.6M
ULTAULTA BEAUTY INC
$11.6M
IIIVI3 VERTICALS INC
$11.2M
KWKENNEDY-WILSON HOLDINGS INC
$11.2M
DISDISNEY WALT CO
$10.9M
ADUSADDUS HOMECARE CORP
$10.9M
NEOGNEOGEN CORP
$10.6M
LEGHLEGACY HOUSING CORP
$10.6M
DEDEERE & CO
$10.4M
BRSPBRIGHTSPIRE CAPITAL INC
$10.2M
CIVICIVITAS RESOURCES INC
$10.0M
ACNACCENTURE PLC IRELAND
$10.0M
WMWASTE MGMT INC DEL
$9.9M
MTCHMATCH GROUP INC NEW
$9.8M
EOGEOG RES INC
$9.7M
ELVELEVANCE HEALTH INC
$9.7M
SSNCSS&C TECHNOLOGIES HLDGS INC
$9.6M
HYIWESTERN ASSET HIGH YIELD DEF
$9.5M
LQDTLIQUIDITY SVCS INC
$9.4M
ARHSARHAUS INC
$9.4M
JNJJOHNSON & JOHNSON
$8.9M
DYHTARGET CORP
$8.8M
TAT&T INC
$8.8M
SHOOMADDEN STEVEN LTD
$8.7M
AGNCAGNC INVT CORP
$8.6M
CARRCARRIER GLOBAL CORPORATION
$8.6M
FTHYFIRST TR HIGH YIELD OPPRT 20
$8.0M
GLREGREENLIGHT CAPITAL RE LTD
$8.0M
PTBPOTBELLY CORP
$8.0M
LINCLINCOLN EDL SVCS CORP
$7.8M
AMLPALPS ETF TR
$7.5M
GAMBGAMBLING COM GROUP LIMITED
$7.3M
BXMTBLACKSTONE MTG TR INC
$7.3M
TTGTTECHTARGET INC
$7.1M
NPKINPK INTERNATIONAL INC
$7.0M
LADRLADDER CAP CORP
$7.0M
LZLEGALZOOM COM INC
$6.9M
CVEOCIVEO CORP CDA
$6.3M
PHXUSDPHX MINERALS INC
$6.2M
BA 6 10/15/27BOEING CO
$6.2M
RSSSRESEARCH SOLUTIONS INC
$6.2M
PFMTUSDPERFORMANT HEALTHCARE INC
$6.1M
DCGODOCGO INC
$5.8M
DHILDIAMOND HILL INVT GROUP INC
$5.7M
W 0.625 10/01/25WAYFAIR INC
$5.4M
HGBLHERITAGE GLOBAL INC
$5.4M
BWBBRIDGEWATER BANCSHARES INC
$5.3M
ACICAMERICAN COASTAL INS CORP
$5.3M
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