Universe · entity
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Institutional manager (13F) · CIK 1238990
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STONEX GROUP INC | $76M | 943,579 |
| 2 | LAUREATE ED INC | $41M | 1,172,881 |
| 3 | UNIVERSAL TECHNICAL INST INC | $39M | 1,076,866 |
| 4 | ARCOSA INC | $38M | 362,326 |
| 5 | A10 NETWORKS INC | $34M | 1,459,910 |
| 6 | RADNET INC | $33M | 595,280 |
| 7 | SILA REALTY TRUST INC | $32M | 1,347,510 |
| 8 | ALPHABET INC | $31M | 107,293 |
| 9 | SIRIUSPOINT LTD | $30M | 1,415,529 |
| 10 | TIDEWATER INC NEW | $29M | 347,913 |
| 11 | ROYALTY PHARMA PLC | $29M | 598,617 |
| 12 | LIQUIDITY SVCS INC | $28M | 920,394 |
| 13 | LENDINGTREE INC | $28M | 647,038 |
| 14 | GLOBAL SHIP LEASE INC | $27M | 718,073 |
| 15 | NPK INTERNATIONAL INC | $26M | 1,818,790 |
| 16 | DOUGLAS DYNAMICS INC | $26M | 621,845 |
| 17 | CAVCO INDS INC DEL | $25M | 50,991 |
| 18 | FIRST INTST BANCSYSTEM INC | $25M | 735,419 |
| 19 | PRICESMART INC | $24M | 162,193 |
| 20 | VITESSE ENERGY INC | $24M | 1,333,720 |
| 21 | PAR PAC HOLDINGS INC | $24M | 377,208 |
| 22 | SELECT WATER SOLUTIONS INC | $23M | 1,528,895 |
| 23 | BUNGE GLOBAL SA | $23M | 182,206 |
| 24 | GREEN BRICK PARTNERS INC | $23M | 358,341 |
| 25 | I3 VERTICALS INC | $23M | 1,032,606 |
| 26 | JEFFERSON CAPITAL INC | $21M | 1,115,885 |
| 27 | ENOVA INTL INC | $21M | 153,472 |
| 28 | ARTISAN PARTNERS ASSET MGMT | $20M | 551,336 |
| 29 | RENTOKIL INITIAL PLC | $19M | 600,913 |
| 30 | PIMCO DYNAMIC INCOME STRATEG | $19M | 852,325 |
| 31 | ADDUS HOMECARE CORP | $18M | 193,890 |
| 32 | BLUELINX HLDGS INC | $17M | 321,874 |
| 33 | SPROUTS FMRS MKT INC | $17M | 217,615 |
| 34 | VERRA MOBILITY CORP | $16M | 1,147,170 |
| 35 | MERCADOLIBRE INC | $16M | 9,368 |
| 36 | MICROSOFT CORP | $16M | 43,004 |
| 37 | LEGALZOOM COM INC | $15M | 2,689,270 |
| 38 | IQVIA HLDGS INC | $15M | 88,490 |
| 39 | VIANT TECHNOLOGY INC | $15M | 1,347,163 |
| 40 | KKR & CO INC | $15M | 161,614 |
| 41 | BERKSHIRE HATHAWAY INC DEL | $15M | 31,130 |
| 42 | HILLMAN SOLUTIONS CORP | $15M | 1,774,109 |
| 43 | MARVELL TECHNOLOGY INC | $14M | 140,137 |
| 44 | THERMO FISHER SCIENTIFIC INC | $13M | 27,325 |
| 45 | CSW INDUSTRIALS INC | $13M | 50,987 |
| 46 | BRIGHTVIEW HLDGS INC | $13M | 1,116,831 |
| 47 | JPMORGAN CHASE & CO | $13M | 44,452 |
| 48 | EOG RES INC | $13M | 90,328 |
| 49 | BRIGHTSPIRE CAPITAL INC | $13M | 2,309,774 |
| 50 | PAYSIGN INC | $12M | 2,058,210 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.