PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$1.7B

Holdings

160

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (160 positions)

StockValue
SNEXSTONEX GROUP INC
$71.7M
RDNTRADNET INC
$49.5M
LAURLAUREATE EDUCATION INC
$40.6M
UTIUNIVERSAL TECHNICAL INST INC
$37.8M
ACAARCOSA INC
$34.1M
GSLGLOBAL SHIP LEASE INC NEW
$33.7M
GOOGLALPHABET INC
$32.6M
VTSVITESSE ENERGY INC
$29.6M
SILASILA REALTY TRUST INC
$28.5M
VRRMVERRA MOBILITY CORP
$27.9M
PDXPIMCO DYNAMIC INCOME STRATEG
$26.5M
GRBKGREEN BRICK PARTNERS INC
$26.2M
ATENA10 NETWORKS INC
$26.0M
PARRPAR PAC HOLDINGS INC
$25.3M
IIIVI3 VERTICALS INC
$25.2M
LQDTLIQUIDITY SVCS INC
$25.0M
CVCOCAVCO INDS INC DEL
$24.8M
BXCBLUELINX HLDGS INC
$23.5M
FIBKFIRST INTST BANCSYSTEM INC
$23.1M
T77LENDINGTREE INC NEW
$22.5M
LZLEGALZOOM COM INC
$22.1M
NPKINPK INTERNATIONAL INC
$21.4M
RPRXROYALTY PHARMA PLC
$21.0M
KKRKKR & CO INC
$20.8M
PSMTPRICESMART INC
$19.4M
PLOWDOUGLAS DYNAMICS INC
$19.2M
APAMARTISAN PARTNERS ASSET MGMT
$19.2M
WTTRSELECT WATER SOLUTIONS INC
$19.1M
MSFTMICROSOFT CORP
$19.0M
SFMSPROUTS FMRS MKT INC
$18.8M
MLB1MERCADOLIBRE INC
$18.3M
TDWTIDEWATER INC NEW
$18.2M
ULTAULTA BEAUTY INC
$18.0M
CLMBCLIMB GLOBAL SOLUTIONS INC
$17.3M
SPNTSIRIUSPOINT LTD
$17.0M
ADUSADDUS HOMECARE CORP
$16.9M
IQVIQVIA HLDGS INC
$16.6M
ORCLORACLE CORP
$16.6M
HLMNHILLMAN SOLUTIONS CORP
$16.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$15.5M
BLDRBUILDERS FIRSTSOURCE INC
$15.5M
BGBUNGE GLOBAL SA
$15.3M
RTORENTOKIL INITIAL PLC
$15.1M
BVBRIGHTVIEW HLDGS INC
$14.7M
JPMJPMORGAN CHASE & CO.
$14.4M
MDXGMIMEDX GROUP INC
$14.0M
ALGALAMO GROUP INC
$13.3M
DISDISNEY WALT CO
$13.2M
TMOTHERMO FISHER SCIENTIFIC INC
$13.2M
A4SAMERIPRISE FINL INC
$12.9M
HSTMHEALTHSTREAM INC
$12.8M
BRSPBRIGHTSPIRE CAPITAL INC
$12.7M
SKYCHAMPION HOMES INC
$12.5M
CSWCSW INDUSTRIALS INC
$12.1M
KMIKINDER MORGAN INC DEL
$12.1M
LEGHLEGACY HOUSING CORP
$11.8M
ARHSARHAUS INC
$11.6M
FCFRANKLIN COVEY CO
$11.5M
FISVFISERV INC
$11.4M
MTCHMATCH GROUP INC NEW
$11.4M
ENVAENOVA INTL INC
$11.1M
SHOOMADDEN STEVEN LTD
$11.1M
DEDEERE & CO
$10.6M
SSNCSS&C TECHNOLOGIES HLDGS INC
$10.6M
JNJJOHNSON & JOHNSON
$10.4M
DSPVIANT TECHNOLOGY INC
$10.4M
EOGEOG RES INC
$10.1M
WMWASTE MGMT INC DEL
$10.0M
RSGREPUBLIC SVCS INC
$9.6M
CSVCARRIAGE SVCS INC
$9.4M
RSSSRESEARCH SOLUTIONS INC
$9.3M
UNHUNITEDHEALTH GROUP INC
$9.2M
CLFDCLEARFIELD INC
$9.0M
APOAPOLLO GLOBAL MGMT INC
$8.9M
BXMTBLACKSTONE MTG TR INC
$8.8M
LINCLINCOLN EDL SVCS CORP
$8.7M
CIVICIVITAS RESOURCES INC
$8.4M
INFUINFUSYSTEM HLDGS INC
$8.4M
ACICAMERICAN COASTAL INS CORP
$8.2M
ACNACCENTURE PLC IRELAND
$8.2M
HCKTHACKETT GROUP INC
$8.1M
FTHYFIRST TR HIGH YIELD OPPRT 20
$8.1M
DYHTARGET CORP
$7.7M
51AAMERICAN PUB ED INC
$7.7M
BWBBRIDGEWATER BANCSHARES INC
$7.6M
ELVELEVANCE HEALTH INC FORMERLY
$7.5M
BA 6 10/15/27BOEING CO
$7.4M
MYFWFIRST WESTN FINL INC
$7.2M
IDRIDAHO STRATEGIC RESOURCES
$7.1M
RFILRF INDS LTD
$6.6M
AGYSAGILYSYS INC
$6.5M
RMTROYCE MICRO-CAP TR INC
$6.4M
CVEOCIVEO CORP CDA
$6.3M
GLREGREENLIGHT CAPITAL RE LTD
$6.1M
AREALEXANDRIA REAL ESTATE EQ IN
$6.0M
TAT&T INC
$5.9M
DUKDUKE ENERGY CORP NEW
$5.9M
PTBPOTBELLY CORP
$5.8M
NVECNVE CORP
$5.7M
NRIMNORTHRIM BANCORP INC
$5.4M
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