PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$1.3B

Holdings

235

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (235 positions)

StockValue
RILYB RILEY FINL INC
$39.3M
INTL FCSTONE INC
$34.9M
CSWCCAPITAL SOUTHWEST CORP
$25.7M
CALYCALLAWAY GOLF CO
$21.6M
IVWISHARES TR
$21.5M
EFTTECHTARGET INC
$21.5M
GRBKGREEN BRICK PARTNERS INC
$20.7M
TRYBARINGS BDC INC
$20.3M
DGIIDIGI INTL INC
$20.2M
MBUUMALIBU BOATS INC
$18.3M
CMCOCOLUMBUS MCKINNON CORP N Y
$18.1M
KBALUSDKIMBALL INTL INC
$17.1M
NMLNEUBERGER BERMAN MLP AND ENR
$16.8M
PARRPAR PACIFIC HOLDINGS INC
$16.1M
PZENA INVESTMENT MGMT INC
$15.8M
PLOWDOUGLAS DYNAMICS INC
$15.5M
HCKTHACKETT GROUP INC
$15.2M
RPVINVESCO EXCHANGE TRADED FD T
$14.0M
SEASPAN CORP
$13.8M
DLXDELUXE CORP
$13.2M
OPPRIVERNORTH DOUBLELINE STRATE
$12.5M
FCFRANKLIN COVEY CO
$12.2M
LADLITHIA MTRS INC
$12.0M
MSFTMICROSOFT CORP
$12.0M
STEWBOULDER GROWTH & INCOME FD I
$11.7M
DISDISNEY WALT CO
$11.6M
RDNTRADNET INC
$11.5M
ADUSADDUS HOMECARE CORP
$11.5M
HFROHIGHLAND INCOME FUND
$11.3M
UNHUNITEDHEALTH GROUP INC
$11.3M
IEURISHARES TR
$11.1M
DSEURDRIVE SHACK INC
$10.7M
ETSYETSY INC
$10.6M
JPMJPMORGAN CHASE & CO
$10.6M
XFDEXFIRST TR DYNAMIC EUROPE EQT
$10.1M
FISVFISERV INC
$10.1M
HOFTHOOKER FURNITURE CORP
$10.1M
FERRO CORP
$10.1M
SHVISHARES TR
$9.8M
ARCCARES CAP CORP
$9.7M
AGYSAGILYSYS INC
$9.7M
ALGALAMO GROUP INC
$9.6M
SSPSCRIPPS E W CO OHIO
$9.6M
SPOKSPOK HLDGS INC
$9.2M
ELVANTHEM INC
$8.9M
DYHTARGET CORP
$8.5M
UFPTUFP TECHNOLOGIES INC
$8.5M
ALNTALLIED MOTION TECHNOLOGIES I
$8.5M
HQHTEKLA HEALTHCARE INVS
$8.5M
1GSNNOVANTA INC
$8.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$8.4M
TRNSTRANSCAT INC
$8.2M
MIC2EURMACQUARIE INFRASTRUCTURE COR
$8.1M
ESGRENSTAR GROUP LIMITED
$8.1M
ALLIANZGI CON INCM 2024 TARG
$8.0M
SHOOMADDEN STEVEN LTD
$7.9M
MVC CAPITAL INC
$7.8M
ACNACCENTURE PLC IRELAND
$7.7M
WMWASTE MGMT INC DEL
$7.6M
BABOEING CO
$7.6M
FARMFARMER BROS CO
$7.4M
BHBBAR HBR BANKSHARES
$7.3M
CSWCSW INDUSTRIALS INC
$7.3M
DEAEASTERLY GOVT PPTYS INC
$7.3M
SLRCSOLAR CAP LTD
$7.2M
CITCINTAS CORP
$7.1M
OUTOUTFRONT MEDIA INC
$7.0M
QA4AGENTHERM INC
$7.0M
CIMCHIMERA INVT CORP
$7.0M
RSGREPUBLIC SVCS INC
$7.0M
UHALAMERCO
$7.0M
PDXPIMCO ENRGY TACTICAL CR OPP
$6.9M
SSNCSS&C TECHNOLOGIES HLDGS INC
$6.8M
BXCBLUELINX HLDGS INC
$6.8M
SL2SLEEP NUMBER CORP
$6.7M
JNJJOHNSON & JOHNSON
$6.5M
BACVERIZON COMMUNICATIONS INC
$6.5M
VREXVAREX IMAGING CORP
$6.4M
XFEBFIRST TR ENERGY INFRASTRCTR
$6.3M
BANXSTONECASTLE FINL CORP
$6.3M
A4SAMERIPRISE FINL INC
$6.3M
MCFTMASTERCRAFT BOAT HLDGS INC
$5.9M
IVEISHARES TR
$5.9M
BCBRUNSWICK CORP
$5.8M
LAMRLAMAR ADVERTISING CO NEW
$5.8M
IEC ELECTRS CORP NEW
$5.8M
HYIWESTERN ASSET HGH YLD DFNDFD
$5.7M
UTXZUNITED TECHNOLOGIES CORP
$5.6M
TORTOISE ESSENTIAL ASSETS IN
$5.6M
DSGRLAWSON PRODS INC
$5.4M
DHXDHI GROUP INC
$5.2M
USPHU S PHYSICAL THERAPY INC
$5.2M
ALOTASTRONOVA INC
$5.1M
BWBBRIDGEWATER BANCSHARES INC
$5.1M
AIOTPOWERFLEET INC
$5.1M
DEDEERE & CO
$5.1M
SAMGSILVERCREST ASSET MGMT GROUP
$5.1M
HCCIUSDHERITAGE CRYSTAL CLEAN INC
$5.1M
RIGNET INC
$5.0M
SLPSIMULATIONS PLUS INC
$5.0M
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