PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK: 0001238990SEC EDGAR →
Portfolio Value
$1.7T
Holdings
156
As of
Q4 2025
New Positions
10
Closed Positions
13
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STONEX GROUP INC | 707,835 | $67.3B | 3.93% |
| 2 | RADNET INC | 651,169 | $46.5B | 2.71% |
| 3 | LAUREATE EDUCATION INC | 1,272,453 | $42.8B | 2.50% |
| 4 | ALPHABET INC | 131,651 | $41.2B | 2.41% |
| 5 | ARCOSA INC | 361,494 | $38.4B | 2.24% |
| 6 | GLOBAL SHIP LEASE INC NEW | 971,790 | $34.1B | 1.99% |
| 7 | UNIVERSAL TECHNICAL INST INC | 1,169,843 | $30.6B | 1.78% |
| 8 | SIRIUSPOINT LTD | 1,390,091 | $30.4B | 1.78% |
| 9 | SILA REALTY TRUST INC | 1,255,395 | $29.3B | 1.71% |
| 10 | VITESSE ENERGY INC | 1,438,529 | $27.7B | 1.62% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $283.2B | 16.5% |
| Industrials | 23 | $280.3B | 16.4% |
| Technology | 23 | $248.3B | 14.5% |
| Healthcare | 18 | $218.5B | 12.8% |
| Consumer Cyclical | 13 | $169.4B | 9.9% |
| Consumer Defensive | 9 | $143.9B | 8.4% |
| Energy | 8 | $114.0B | 6.7% |
| Unknown | 11 | $104.8B | 6.1% |
| Communication Services | 4 | $60.9B | 3.6% |
| Real Estate | 6 | $59.3B | 3.5% |
| Utilities | 3 | $21.7B | 1.3% |
| Basic Materials | 1 | $8.3B | 0.5% |