PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.7B
Holdings
156
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (156 positions)
| Stock | Value |
|---|---|
SNEXSTONEX GROUP INC | $67.3M |
RDNTRADNET INC | $46.5M |
LAURLAUREATE EDUCATION INC | $42.8M |
GOOGLALPHABET INC | $41.2M |
ACAARCOSA INC | $38.4M |
GSLGLOBAL SHIP LEASE INC NEW | $34.1M |
UTIUNIVERSAL TECHNICAL INST INC | $30.6M |
SPNTSIRIUSPOINT LTD | $30.4M |
SILASILA REALTY TRUST INC | $29.3M |
VTSVITESSE ENERGY INC | $27.7M |
LQDTLIQUIDITY SVCS INC | $27.6M |
LZLEGALZOOM COM INC | $26.1M |
ATENA10 NETWORKS INC | $25.4M |
VRRMVERRA MOBILITY CORP | $25.3M |
FIBKFIRST INTST BANCSYSTEM INC | $25.0M |
T77LENDINGTREE INC NEW | $24.9M |
CVCOCAVCO INDS INC DEL | $24.8M |
ENVAENOVA INTL INC | $23.7M |
RPRXROYALTY PHARMA PLC | $23.2M |
NPKINPK INTERNATIONAL INC | $22.1M |
GRBKGREEN BRICK PARTNERS INC | $22.1M |
KKRKKR & CO INC | $20.6M |
PARRPAR PAC HOLDINGS INC | $20.4M |
PLOWDOUGLAS DYNAMICS INC | $20.1M |
IQVIQVIA HLDGS INC | $19.9M |
PDXPIMCO DYNAMIC INCOME STRATEG | $19.8M |
ADUSADDUS HOMECARE CORP | $19.6M |
IIIVI3 VERTICALS INC | $19.6M |
PSMTPRICESMART INC | $19.6M |
BXCBLUELINX HLDGS INC | $19.4M |
ULTAULTA BEAUTY INC | $18.8M |
MSFTMICROSOFT CORP | $17.9M |
APAMARTISAN PARTNERS ASSET MGMT | $17.8M |
RTORENTOKIL INITIAL PLC | $17.8M |
MLB1MERCADOLIBRE INC | $17.3M |
BGBUNGE GLOBAL SA | $16.9M |
TDWTIDEWATER INC NEW | $16.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $15.8M |
WTTRSELECT WATER SOLUTIONS INC | $15.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $15.6M |
HLMNHILLMAN SOLUTIONS CORP | $15.1M |
JPMJPMORGAN CHASE & CO. | $14.8M |
CSWCSW INDUSTRIALS INC | $14.7M |
DSPVIANT TECHNOLOGY INC | $13.9M |
BVBRIGHTVIEW HLDGS INC | $13.9M |
CLMBCLIMB GLOBAL SOLUTIONS INC | $13.8M |
SHOOMADDEN STEVEN LTD | $13.8M |
SFMSPROUTS FMRS MKT INC | $13.8M |
MDXGMIMEDX GROUP INC | $13.6M |
DISDISNEY WALT CO | $13.2M |
BLDRBUILDERS FIRSTSOURCE INC | $13.2M |
BRSPBRIGHTSPIRE CAPITAL INC | $13.1M |
A4SAMERIPRISE FINL INC | $12.9M |
ARHSARHAUS INC | $12.3M |
APOAPOLLO GLOBAL MGMT INC | $12.1M |
MTCHMATCH GROUP INC NEW | $11.8M |
KMIKINDER MORGAN INC DEL | $11.8M |
JNJJOHNSON & JOHNSON | $11.7M |
ALGALAMO GROUP INC | $11.7M |
FTHYFIRST TR HIGH YIELD OPPRT 20 | $11.6M |
ORCLORACLE CORP | $11.6M |
ISSCINNOVATIVE SOLUTIONS & SUPPO | $11.3M |
DEDEERE & CO | $10.9M |
TCMDTACTILE SYS TECHNOLOGY INC | $10.8M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $10.5M |
CSVCARRIAGE SVCS INC | $10.4M |
HSTMHEALTHSTREAM INC | $10.4M |
UNHUNITEDHEALTH GROUP INC | $10.1M |
WMWASTE MGMT INC DEL | $10.0M |
ACICAMERICAN COASTAL INS CORP | $9.8M |
EOGEOG RES INC | $9.4M |
BXMTBLACKSTONE MTG TR INC | $9.2M |
RSGREPUBLIC SVCS INC | $8.9M |
LINCLINCOLN EDL SVCS CORP | $8.7M |
DYHTARGET CORP | $8.4M |
HCKTHACKETT GROUP INC | $8.4M |
LEGHLEGACY HOUSING CORP | $8.4M |
IDRIDAHO STRATEGIC RESOURCES | $8.3M |
CLFDCLEARFIELD INC | $8.1M |
NRIMNORTHRIM BANCORP INC | $8.1M |
BWBBRIDGEWATER BANCSHARES INC | $7.7M |
PAYSPAYSIGN INC | $7.5M |
INFUINFUSYSTEM HLDGS INC | $7.4M |
51AAMERICAN PUB ED INC | $7.4M |
RSSSRESEARCH SOLUTIONS INC | $7.3M |
NATRNATURES SUNSHINE PRODS INC | $7.3M |
AGYSAGILYSYS INC | $7.3M |
BA 6 10/15/27BOEING CO | $7.3M |
MYFWFIRST WESTN FINL INC | $7.3M |
ALEXALEXANDER & BALDWIN INC NEW | $7.2M |
ELVELEVANCE HEALTH INC FORMERLY | $6.9M |
MRVLMARVELL TECHNOLOGY INC | $6.6M |
RMTROYCE MICRO-CAP TR INC | $6.4M |
NVECNVE CORP | $6.0M |
DUKDUKE ENERGY CORP NEW | $5.6M |
ELMDELECTROMED INC | $5.4M |
FCFRANKLIN COVEY CO | $5.2M |
TAT&T INC | $5.2M |
RFILRF INDS LTD | $5.1M |
UFPTUFP TECHNOLOGIES INC | $5.0M |
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