PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$1.4B

Holdings

236

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (236 positions)

StockValue
SNEXSTONEX GROUP INC
$45.4M
BXCBLUELINX HLDGS INC
$37.6M
GSLGLOBAL SHIP LEASE INC NEW
$30.8M
FRG1EURFRANCHISE GROUP INC
$29.8M
RILYB. RILEY FINANCIAL INC
$29.1M
TRYBARINGS BDC INC
$24.7M
HCCIUSDHERITAGE CRYSTAL CLEAN INC
$24.1M
GRBKGREEN BRICK PARTNERS INC
$23.7M
FCFRANKLIN COVEY CO
$23.7M
CALYCALLAWAY GOLF CO
$22.3M
DGIIDIGI INTL INC
$22.0M
UNHUNITEDHEALTH GROUP INC
$19.7M
HCKTHACKETT GROUP INC
$19.5M
MSFTMICROSOFT CORP
$16.6M
PARRPAR PAC HOLDINGS INC
$15.6M
SSPSCRIPPS E W CO OHIO
$14.5M
EFTTECHTARGET INC
$14.3M
IVWISHARES TR
$14.1M
ATENA10 NETWORKS INC
$13.5M
HSTMHEALTHSTREAM INC
$13.4M
PDXPIMCO ENERGY & TACTICAL CR O
$13.3M
PZENA INVT MGMT INC
$12.9M
ACAARCOSA INC
$12.9M
RDNTRADNET INC
$12.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$12.4M
DHXDHI GROUP INC
$12.4M
ATLAS CORP
$12.0M
ELVELEVANCE HEALTH INC
$12.0M
JNJJOHNSON & JOHNSON
$11.8M
ADUSADDUS HOMECARE CORP
$11.6M
AGYSAGILYSYS INC
$11.5M
MBUUMALIBU BOATS INC
$11.5M
SFMSPROUTS FMRS MKT INC
$11.3M
FSC1EUROAKTREE SPECIALTY LENDING CO
$11.1M
BLDRBUILDERS FIRSTSOURCE INC
$11.0M
ESGRENSTAR GROUP LIMITED
$11.0M
BVBRIGHTVIEW HLDGS INC
$10.8M
BWBBRIDGEWATER BANCSHARES INC
$10.7M
LADLITHIA MTRS INC
$10.4M
AMLPALPS ETF TR
$10.3M
MCFTMASTERCRAFT BOAT HLDGS INC
$10.3M
CSWCSW INDUSTRIALS INC
$10.0M
AVNWAVIAT NETWORKS INC
$10.0M
ACNACCENTURE PLC IRELAND
$9.8M
BHBBAR HBR BANKSHARES
$9.7M
PPHMEURAVID BIOSERVICES INC
$9.6M
CSWCCAPITAL SOUTHWEST CORP
$9.6M
HBIOHARVARD BIOSCIENCE INC
$9.6M
KMIKINDER MORGAN INC DEL
$9.4M
RSGREPUBLIC SVCS INC
$9.3M
FISVFISERV INC
$9.3M
CITCINTAS CORP
$9.2M
GDOWESTERN ASSET GLOBAL CORP DE
$9.1M
TMOTHERMO FISHER SCIENTIFIC INC
$9.1M
TAT&T INC
$9.0M
DLHCDLH HLDGS CORP
$9.0M
WMBWILLIAMS COS INC
$8.7M
A4SAMERIPRISE FINL INC
$8.7M
JPMJPMORGAN CHASE & CO
$8.7M
CMCOCOLUMBUS MCKINNON CORP N Y
$8.6M
HP5AEQUITY COMWLTH
$8.6M
BACVERIZON COMMUNICATIONS INC
$8.6M
ORCLORACLE CORP
$8.5M
KEKIMBALL ELECTRONICS INC
$8.5M
UHALAMERCO
$8.5M
GOOGLALPHABET INC
$8.4M
BCEBCE INC
$8.4M
WMWASTE MGMT INC DEL
$8.4M
ALNTALLIED MOTION TECHNOLOGIES I
$8.2M
UFPTUFP TECHNOLOGIES INC
$8.2M
ALGALAMO GROUP INC
$8.1M
HYIWESTERN ASSET HIGH YIELD DEF
$8.0M
TRNSTRANSCAT INC
$8.0M
DEDEERE & CO
$7.9M
FTHYFIRST TR HIGH YIELD OPPRT 20
$7.9M
PLOWDOUGLAS DYNAMICS INC
$7.8M
CVSCVS HEALTH CORP
$7.8M
KKRKKR & CO INC
$7.8M
BCBRUNSWICK CORP
$7.8M
AGNCAGNC INVT CORP
$7.7M
PAHCPHIBRO ANIMAL HEALTH CORP
$7.7M
DYHTARGET CORP
$7.7M
ALTGALTA EQUIPMENT GROUP INC
$7.7M
DISDISNEY WALT CO
$7.5M
XTEAXECOFIN SUSTAINABLE AND SOCIA
$7.4M
SSNCSS&C TECHNOLOGIES HLDGS INC
$7.3M
UTIUNIVERSAL TECHNICAL INST INC
$7.3M
OPRTOPORTUN FINL CORP
$7.2M
LUNA INNOVATIONS INC
$7.1M
CATCHMARK TIMBER TR INC
$7.0M
PTBPOTBELLY CORP
$7.0M
IVEISHARES TR
$6.9M
ACRACRES COMMERCIAL REALTY CORP
$6.7M
QA4AGENTHERM INC
$6.5M
0J7QIAC INTERACTIVECORP NEW
$6.4M
ABRARBOR REALTY TRUST INC
$6.4M
CIONCION INVT CORP
$6.4M
BROADMARK RLTY CAP INC
$6.3M
SHOOMADDEN STEVEN LTD
$6.3M
WYWEYERHAEUSER CO MTN BE
$6.2M
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