PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$1.6T
Holdings
236
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (236 positions)
| Stock | Value |
|---|---|
BXCBLUELINX HLDGS INC | $46.9B |
SNEXSTONEX GROUP INC | $42.4B |
GSLGLOBAL SHIP LEASE INC NEW | $37.1B |
HCCIUSDHERITAGE CRYSTAL CLEAN INC | $34.3B |
RDNTRADNET INC | $33.8B |
RILYB. RILEY FINANCIAL INC | $30.9B |
PARRPAR PAC HOLDINGS INC | $28.7B |
FCFRANKLIN COVEY CO | $26.3B |
CALYTOPGOLF CALLAWAY BRANDS CORP | $26.3B |
GRBKGREEN BRICK PARTNERS INC | $26.1B |
ACAARCOSA INC | $25.1B |
SFMSPROUTS FMRS MKT INC | $21.3B |
BLDRBUILDERS FIRSTSOURCE INC | $20.7B |
HSTMHEALTHSTREAM INC | $20.7B |
UNHUNITEDHEALTH GROUP INC | $18.7B |
DCGODOCGO INC | $18.5B |
WTTRSELECT WATER SOLUTIONS INC | $17.9B |
PDXPIMCO ENERGY & TACTICAL CR O | $17.5B |
MSFTMICROSOFT CORP | $17.3B |
DGIIDIGI INTL INC | $17.1B |
CIONCION INVT CORP | $16.9B |
ATENA10 NETWORKS INC | $16.8B |
CSWCCAPITAL SOUTHWEST CORP | $16.7B |
AVNWAVIAT NETWORKS INC | $16.7B |
CSWCSW INDUSTRIALS INC | $16.2B |
VRRMVERRA MOBILITY CORP | $15.9B |
HBIOHARVARD BIOSCIENCE INC | $15.7B |
FFC0OAKTREE SPECIALTY LENDING CO | $15.2B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $15.1B |
CIVICIVITAS RESOURCES INC | $15.0B |
PPHMEURAVID BIOSERVICES INC | $14.4B |
ALTGALTA EQUIPMENT GROUP INC | $14.2B |
GOOGLALPHABET INC | $13.6B |
ORCLORACLE CORP | $13.3B |
FISVFISERV INC | $13.3B |
LEGHLEGACY HOUSING CORP | $13.2B |
HLMNHILLMAN SOLUTIONS CORP | $13.1B |
ALGALAMO GROUP INC | $12.9B |
ADUSADDUS HOMECARE CORP | $12.8B |
CMCOCOLUMBUS MCKINNON CORP N Y | $12.6B |
ALNTALLIED MOTION TECHNOLOGIES I | $12.6B |
TRYBARINGS BDC INC | $12.2B |
FTHYFIRST TR HIGH YIELD OPPRT 20 | $12.0B |
PTBPOTBELLY CORP | $11.6B |
AMLPALPS ETF TR | $11.5B |
A4SAMERIPRISE FINL INC | $11.5B |
KKRKKR & CO INC | $11.3B |
—LUNA INNOVATIONS INC | $11.2B |
JPMJPMORGAN CHASE & CO | $11.2B |
RSGREPUBLIC SVCS INC | $11.1B |
JNJJOHNSON & JOHNSON | $11.0B |
ESGRENSTAR GROUP LIMITED | $10.9B |
ACNACCENTURE PLC IRELAND | $10.9B |
ELVELEVANCE HEALTH INC | $10.9B |
VTSVITESSE ENERGY INC | $10.7B |
TRNSTRANSCAT INC | $10.5B |
BVBRIGHTVIEW HLDGS INC | $10.4B |
BCBRUNSWICK CORP | $10.4B |
HYIWESTERN ASSET HIGH YIELD DEF | $10.3B |
ABRARBOR REALTY TRUST INC | $10.2B |
CITCINTAS CORP | $10.1B |
TMOTHERMO FISHER SCIENTIFIC INC | $10.1B |
XPELXPEL INC | $10.0B |
MTCHMATCH GROUP INC NEW | $9.9B |
DSGRDISTRIBUTION SOLUTIONS GRP I | $9.9B |
DEDEERE & CO | $9.8B |
KMIKINDER MORGAN INC DEL | $9.7B |
AGYSAGILYSYS INC | $9.7B |
DHXDHI GROUP INC | $9.6B |
WMWASTE MGMT INC DEL | $9.5B |
HCKTHACKETT GROUP INC | $9.4B |
KWKENNEDY-WILSON HOLDINGS INC | $9.3B |
BHBBAR HBR BANKSHARES | $9.3B |
NCZVIRTUS CONVERTIBLE & INC 202 | $9.2B |
GDOWESTERN ASSET GLOBAL CORP DE | $9.2B |
AGNCAGNC INVT CORP | $9.2B |
UTIUNIVERSAL TECHNICAL INST INC | $9.1B |
EOGEOG RES INC | $9.0B |
HGBLHERITAGE GLOBAL INC | $8.8B |
INFUINFUSYSTEM HLDGS INC | $8.8B |
WMBWILLIAMS COS INC | $8.8B |
NVECNVE CORP | $8.7B |
0J7QIAC INC | $8.7B |
QA4AGENTHERM INC | $8.6B |
UFPTUFP TECHNOLOGIES INC | $8.5B |
DYHTARGET CORP | $8.4B |
BABOEING CO | $8.4B |
PLOWDOUGLAS DYNAMICS INC | $8.2B |
UHAL/BU HAUL HOLDING COMPANY | $8.1B |
MCFTMASTERCRAFT BOAT HLDGS INC | $8.0B |
BXSLBLACKSTONE SECD LENDING FD | $8.0B |
IVEISHARES TR | $7.8B |
SSNCSS&C TECHNOLOGIES HLDGS INC | $7.7B |
ALOTASTRONOVA INC | $7.2B |
DISDISNEY WALT CO | $7.2B |
BCEBCE INC | $7.2B |
CARRCARRIER GLOBAL CORPORATION | $7.1B |
TAT&T INC | $7.1B |
CLMBCLIMB GLOBAL SOLUTIONS INC | $7.0B |
PFMTUSDPERFORMANT FINL CORP | $7.0B |
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