PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$1.6B

Holdings

231

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (231 positions)

StockValue
0J7QIAC INC
$6.9M
DLHCDLH HLDGS CORP
$6.7M
CARRCARRIER GLOBAL CORPORATION
$6.6M
BWBBRIDGEWATER BANCSHARES INC
$6.6M
QA4AGENTHERM INC
$6.4M
NTICNORTHERN TECHNOLOGIES INTL C
$6.3M
CVSCVS HEALTH CORP
$6.3M
BXSLBLACKSTONE SECD LENDING FD
$6.2M
INFUINFUSYSTEM HLDGS INC
$6.1M
CVEOCIVEO CORP CDA
$6.1M
IVWISHARES TR
$5.9M
SAMGSILVERCREST ASSET MGMT GROUP
$5.1M
STEWSRH TOTAL RETURN FUND INC
$4.8M
MYFWFIRST WESTN FINL INC
$4.8M
IJSISHARES TR
$4.7M
VMDVIEMED HEALTHCARE INC
$4.5M
RFILRF INDS LTD
$4.5M
NDLSUSDNOODLES & CO
$4.5M
ELMDELECTROMED INC
$4.3M
W 0.625 10/01/25WAYFAIR INC
$4.3M
SMLRSEMLER SCIENTIFIC INC
$4.2M
TDOC 1.25 06/01/27TELADOC HEALTH INC
$4.0M
ARLINGTON ASSET INVST CORP
$3.9M
AMTAMERICAN TOWER CORP NEW
$3.8M
FLXSFLEXSTEEL INDS INC
$3.8M
IEMGISHARES INC
$3.8M
RMTROYCE MICRO-CAP TR INC
$3.7M
HH20180 DEGREE CAP CORP
$3.6M
TTS1EURTILE SHOP HLDGS INC
$3.4M
DHILDIAMOND HILL INVT GROUP INC
$3.4M
LINCLINCOLN EDL SVCS CORP
$3.3M
IEURISHARES TR
$3.3M
LLYLILLY ELI & CO
$3.3M
LFTLUMENT FINANCE TRUST INC
$3.3M
CPTAUSDLOGAN RIDGE FINANCE CORP
$3.1M
XFEBFIRST TR MLP & ENERGY INCOM
$3.0M
TREE 0.5 07/15/25LENDINGTREE INC
$2.9M
BCICPORTMAN RIDGE FIN CORP
$2.8M
EPMEVOLUTION PETE CORP
$2.8M
STREAMLINE HEALTH SOLUTIONS
$2.6M
QRHCQUEST RESOURCE HLDG CORP
$2.5M
SRTSSENSUS HEALTHCARE INC
$2.3M
PHXUSDPHX MINERALS INC
$2.1M
EQC 6.5 PERP DEQUITY COMWLTH
$2.0M
CTHRUSDCHARLES & COLVARD LTD
$1.9M
VOOVANGUARD INDEX FDS
$1.8M
MMM3M CO
$1.8M
AAPLAPPLE INC
$1.7M
LQDTLIQUIDITY SVCS INC
$1.6M
SPYSPDR S&P 500 ETF TR
$1.4M
OPXSOPTEX SYS HLDGS INC
$1.4M
ACCSISSUER DIRECT CORP
$1.2M
PLBCPLUMAS BANCORP
$1.1M
UHALU HAUL HOLDING COMPANY
$1.1M
PDEXPRO-DEX INC COLO
$1.0M
BRK-BBERKSHIRE HATHAWAY INC DEL
$931K
VBRVANGUARD INDEX FDS
$912K
QIPTQUIPT HOME MEDICAL CORP
$899K
ECLECOLAB INC
$864K
GOOGALPHABET INC
$851K
RSSSRESEARCH SOLUTIONS INC
$764K
EPSNEPSILON ENERGY LTD
$747K
BSETBASSETT FURNITURE INDS INC
$721K
KRTKARAT PACKAGING INC
$712K
ATLOAMES NATL CORP
$655K
PFEPFIZER INC
$637K
CELCCELCUITY INC
$615K
USBUS BANCORP DEL
$608K
NVDANVIDIA CORPORATION
$583K
INTCINTEL CORP
$556K
MCDMCDONALDS CORP
$526K
VYMVANGUARD WHITEHALL FDS
$504K
GLGLOBE LIFE INC
$485K
VONVVANGUARD SCOTTSDALE FDS
$438K
WFCWELLS FARGO CO NEW
$417K
PGPROCTER AND GAMBLE CO
$403K
ROPROPER TECHNOLOGIES INC
$397K
BSXBOSTON SCIENTIFIC CORP
$391K
BANXARROWMARK FINANCIAL CORP
$364K
ARCCARES CAPITAL CORP
$358K
SYKSTRYKER CORPORATION
$357K
VIOOVANGUARD ADMIRAL FDS INC
$351K
CVXCHEVRON CORP NEW
$350K
BACBANK AMERICA CORP
$324K
VTSIVIRTRA INC
$322K
WYWEYERHAEUSER CO MTN BE
$286K
MSIMOTOROLA SOLUTIONS INC
$280K
SPYDSPDR SER TR
$271K
ABBVABBVIE INC
$255K
PYPLPAYPAL HLDGS INC
$254K
HONHONEYWELL INTL INC
$231K
VBVANGUARD INDEX FDS
$225K
BMYBRISTOL-MYERS SQUIBB CO
$222K
EMREMERSON ELEC CO
$221K
FASTFASTENAL CO
$220K
MRKMERCK & CO INC
$213K
XYLXYLEM INC
$209K
BRTBRT APARTMENTS CORP
$209K
KMBKIMBERLY-CLARK CORP
$206K
COSTCOSTCO WHSL CORP NEW
$204K
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