PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$2.0B

Holdings

245

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (245 positions)

StockValue
ALOTASTRONOVA INC
$8.5M
BLDRBUILDERS FIRSTSOURCE INC
$8.5M
KMIKINDER MORGAN INC DEL
$8.4M
FTHYFIRST TR HIGH YIELD OPPRT 20
$8.2M
HP5AEQUITY COMWLTH
$8.2M
AGNCAGNC INVT CORP
$8.2M
LINCLINCOLN EDL SVCS CORP
$7.9M
SHOOMADDEN STEVEN LTD
$7.9M
TORTOISE ESSENTIAL ASSETS IN
$7.9M
BVBRIGHTVIEW HLDGS INC
$7.8M
SLRCSLR INVESTMENT CORP
$7.8M
SSNCSS&C TECHNOLOGIES HLDGS INC
$7.7M
GDOWESTERN ASSET GLOBAL CORP DE
$7.6M
BROADMARK RLTY CAP INC
$7.6M
NVECNVE CORP
$7.4M
RMTROYCE MICRO-CAP TR INC
$7.3M
ODCOIL DRI CORP AMER
$7.2M
ENETI INC
$7.2M
IVEISHARES TR
$7.2M
ETGEATON VANCE TX ADV GLBL DIV
$7.1M
KINSKINGSTONE COS INC
$7.1M
CARRCARRIER GLOBAL CORPORATION
$6.7M
DHILDIAMOND HILL INVT GROUP INC
$6.6M
TMOTHERMO FISHER SCIENTIFIC INC
$6.6M
RVTROYCE VALUE TR INC
$6.5M
XTTPXTORTOISE PIPELINE & ENERGY F
$6.4M
WYWEYERHAEUSER CO MTN BE
$6.3M
PSTLPOSTAL REALTY TRUST INC
$6.2M
CATCHMARK TIMBER TR INC
$6.2M
AIOTPOWERFLEET INC
$6.2M
CHANNELADVISOR CORP
$6.1M
RFILRF INDS LTD
$5.9M
0J7QIAC INTERACTIVECORP NEW
$5.9M
ACRACRES COMMERCIAL REALTY CORP
$5.9M
BACVERIZON COMMUNICATIONS INC
$5.8M
BGBBLACKSTONE STRATEGIC CREDIT
$5.7M
HGBLHERITAGE GLOBAL INC
$5.7M
ARLINGTON ASSET INVST CORP
$5.6M
CVSCVS HEALTH CORP
$5.4M
DSP GROUPS INC
$5.4M
HH20180 DEGREE CAP CORP
$5.3M
AWREAWARE INC MASS
$5.2M
HRLHORMEL FOODS CORP
$5.2M
FLXSFLEXSTEEL INDS INC
$5.1M
IEMGISHARES INC
$5.1M
SELECT INTERIOR CONCEPTS INC
$4.9M
NEE 5.279 03/01/23NEXTERA ENERGY INC
$4.8M
ELMDELECTROMED INC
$4.8M
BLACKROCK 2022 GBL INCM OPP
$4.6M
TACTTRANSACT TECHNOLOGIES INC
$4.5M
SGCSUPERIOR GROUP OF CO INC
$4.5M
TAT&T INC
$4.3M
SYNCHRONOSS TECHNOLOGIES INC
$4.3M
CCAPCRESCENT CAP BDC INC
$4.1M
FERRO CORP
$3.7M
IEURISHARES TR
$3.6M
CTHRUSDCHARLES & COLVARD LTD
$3.5M
TTS1EURTILE SHOP HLDGS INC
$3.5M
SMIDSMITH MIDLAND CORP
$3.3M
PESIPERMA-FIX ENVIRONMENTAL SVCS
$3.1M
VMEO*VIMEO INC
$3.1M
STREAMLINE HEALTH SOLUTIONS
$2.8M
COMMUNICATIONS SYS INC
$2.7M
XFEBFIRST TR MLP & ENERGY INCOM
$2.6M
MMM3M CO
$2.4M
LLYLILLY ELI & CO
$2.4M
SPYSPDR S&P 500 ETF TR
$2.2M
LFTLUMENT FINANCE TRUST INC
$2.1M
KCAPUSDPORTMAN RIDGE FIN CORP
$2.1M
PTBPOTBELLY CORP
$2.1M
IMCGISHARES TR
$2.1M
HQHTEKLA HEALTHCARE INVS
$1.9M
AIRGAIRGAIN INC
$1.8M
AVNWAVIAT NETWORKS INC
$1.7M
CELCCELCUITY INC
$1.4M
CLMBWAYSIDE TECHNOLOGY GROUP INC
$1.4M
CAPITALA FIN CORP
$1.3M
ACCSISSUER DIRECT CORP
$1.2M
ECLECOLAB INC
$1.1M
QRHCQUEST RESOURCE HLDG CORP
$1.0M
PLBCPLUMAS BANCORP
$981K
PYPLPAYPAL HLDGS INC
$976K
USBUS BANCORP DEL
$878K
PDEXPRO-DEX INC COLO
$854K
IWOISHARES TR
$846K
INTCINTEL CORP
$835K
PFEPFIZER INC
$768K
GBNYGENERATIONS BANCORP NY INC
$735K
CCLDCARECLOUD INC
$695K
VBRVANGUARD INDEX FDS
$644K
IMAGE SENSING SYS INC
$510K
BSXBOSTON SCIENTIFIC CORP
$488K
WFCWELLS FARGO CO NEW
$460K
MCDMCDONALDS CORP
$434K
GLGLOBE LIFE INC
$420K
BRK-BBERKSHIRE HATHAWAY INC DEL
$419K
GQ9SPDR GOLD TR
$414K
BACBK OF AMERICA CORP
$406K
EFAISHARES TR
$389K
ABBVABBVIE INC
$378K
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