PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.6B
Holdings
163
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (163 positions)
| Stock | Value |
|---|---|
SNEXSTONEX GROUP INC | $66.2M |
RDNTRADNET INC | $39.7M |
LAURLAUREATE EDUCATION INC | $35.1M |
UTIUNIVERSAL TECHNICAL INST INC | $34.4M |
GSLGLOBAL SHIP LEASE INC NEW | $31.6M |
ACAARCOSA INC | $31.5M |
VRRMVERRA MOBILITY CORP | $28.7M |
SFMSPROUTS FMRS MKT INC | $28.3M |
SILASILA REALTY TRUST INC | $26.8M |
ATENA10 NETWORKS INC | $26.6M |
PDXPIMCO DYNAMIC INCOME STRATEG | $26.4M |
GOOGLALPHABET INC | $24.4M |
BXCBLUELINX HLDGS INC | $24.1M |
VTSVITESSE ENERGY INC | $23.9M |
GRBKGREEN BRICK PARTNERS INC | $23.3M |
RPRXROYALTY PHARMA PLC | $21.5M |
KKRKKR & CO INC | $21.2M |
IIIVI3 VERTICALS INC | $21.1M |
PARRPAR PAC HOLDINGS INC | $21.0M |
MLB1MERCADOLIBRE INC | $20.4M |
FIBKFIRST INTST BANCSYSTEM INC | $20.0M |
APAMARTISAN PARTNERS ASSET MGMT | $19.5M |
CVCOCAVCO INDS INC DEL | $18.5M |
BVBRIGHTVIEW HLDGS INC | $18.2M |
MSFTMICROSOFT CORP | $18.2M |
PLOWDOUGLAS DYNAMICS INC | $18.1M |
ORCLORACLE CORP | $17.9M |
JPMJPMORGAN CHASE & CO. | $17.3M |
ALGALAMO GROUP INC | $15.9M |
NPKINPK INTERNATIONAL INC | $15.9M |
PSMTPRICESMART INC | $15.9M |
TDWTIDEWATER INC NEW | $15.7M |
LQDTLIQUIDITY SVCS INC | $15.4M |
ULTAULTA BEAUTY INC | $15.4M |
WTTRSELECT WATER SOLUTIONS INC | $15.4M |
DSPVIANT TECHNOLOGY INC | $15.3M |
FISVFISERV INC | $15.3M |
BGBUNGE GLOBAL SA | $15.2M |
HSTMHEALTHSTREAM INC | $15.1M |
SPNTSIRIUSPOINT LTD | $15.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $14.9M |
BLDRBUILDERS FIRSTSOURCE INC | $14.9M |
RTORENTOKIL INITIAL PLC | $14.3M |
CSWCSW INDUSTRIALS INC | $14.2M |
DISDISNEY WALT CO | $14.2M |
LZLEGALZOOM COM INC | $14.2M |
A4SAMERIPRISE FINL INC | $14.2M |
IQVIQVIA HLDGS INC | $13.7M |
CLMBCLIMB GLOBAL SOLUTIONS INC | $13.7M |
FCFRANKLIN COVEY CO | $13.5M |
ADUSADDUS HOMECARE CORP | $12.8M |
T77LENDINGTREE INC NEW | $12.8M |
KMIKINDER MORGAN INC DEL | $12.5M |
HLMNHILLMAN SOLUTIONS CORP | $12.4M |
MDXGMIMEDX GROUP INC | $12.1M |
DEDEERE & CO | $11.8M |
PTBPOTBELLY CORP | $11.7M |
TMOTHERMO FISHER SCIENTIFIC INC | $11.0M |
HCKTHACKETT GROUP INC | $10.9M |
EOGEOG RES INC | $10.7M |
EFCELLINGTON FINANCIAL INC | $10.5M |
BRSPBRIGHTSPIRE CAPITAL INC | $10.4M |
SKYCHAMPION HOMES INC | $10.4M |
CARRCARRIER GLOBAL CORPORATION | $10.3M |
WMWASTE MGMT INC DEL | $10.3M |
RSGREPUBLIC SVCS INC | $10.2M |
MTCHMATCH GROUP INC NEW | $10.0M |
LINCLINCOLN EDL SVCS CORP | $10.0M |
ACNACCENTURE PLC IRELAND | $9.9M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $9.9M |
HYIWESTERN ASSET HIGH YIELD DEF | $9.7M |
LEGHLEGACY HOUSING CORP | $9.5M |
ARHSARHAUS INC | $9.4M |
PFMTUSDPERFORMANT HEALTHCARE INC | $9.0M |
ELVELEVANCE HEALTH INC | $9.0M |
DYHTARGET CORP | $8.6M |
JNJJOHNSON & JOHNSON | $8.5M |
FTHYFIRST TR HIGH YIELD OPPRT 20 | $8.3M |
BXMTBLACKSTONE MTG TR INC | $8.3M |
SHOOMADDEN STEVEN LTD | $7.9M |
GLREGREENLIGHT CAPITAL RE LTD | $7.8M |
CLFDCLEARFIELD INC | $7.7M |
GAMBGAMBLING COM GROUP LIMITED | $7.3M |
BA 6 10/15/27BOEING CO | $7.2M |
MYFWFIRST WESTN FINL INC | $7.1M |
CIVICIVITAS RESOURCES INC | $7.1M |
AGYSAGILYSYS INC | $7.1M |
RSSSRESEARCH SOLUTIONS INC | $6.9M |
BWBBRIDGEWATER BANCSHARES INC | $6.7M |
ACICAMERICAN COASTAL INS CORP | $6.6M |
CVEOCIVEO CORP CDA | $6.3M |
CSVCARRIAGE SVCS INC | $6.1M |
TAT&T INC | $6.0M |
NEOGNEOGEN CORP | $5.9M |
RMTROYCE MICRO-CAP TR INC | $5.7M |
DUKDUKE ENERGY CORP NEW | $5.6M |
UFPTUFP TECHNOLOGIES INC | $5.5M |
INFUINFUSYSTEM HLDGS INC | $5.5M |
HGBLHERITAGE GLOBAL INC | $5.4M |
W 0.625 10/01/25WAYFAIR INC | $5.4M |
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