PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Q2 2026 13F filing
Updated 27 days ago164 disclosed positions worth $2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SNEX STONEX GROUP INC | $82.2M | 694.1K | 4.07% | Trimmed(-26.4%) |
| 2 | A ACA ARCOSA INC | $50.5M | 347.5K | 2.50% | Trimmed(-4.1%) |
| 3 | U UTI UNIVERSAL TECHNICAL INST INC | $46.9M | 1.10M | 2.32% | Added(+1.8%) |
| 4 | L LAUR LAUREATE ED INC | $45M | 1.24M | 2.23% | Added(+5.7%) |
| 5 | A ATEN A10 NETWORKS INC | $44.4M | 1.19M | 2.20% | Trimmed(-18.6%) |
| 6 | M MRVL MARVELL TECHNOLOGY INC | $42M | 140.9K | 2.08% | Added(+0.5%) |
| 7 | E ENVA ENOVA INTL INC | $39.1M | 162.6K | 1.94% | Added(+6.0%) |
| 8 | R RDNT RADNET INC | $39.1M | 633.3K | 1.93% | Added(+6.4%) |
| 9 | G GOOGN ALPHABET INC | $38.5M | 107.6K | 1.90% | Added(+0.3%) |
| 10 | L LQDT LIQUIDITY SVCS INC | $37.3M | 954.7K | 1.85% | Added(+3.7%) |
| 11 | T TRS TRIMAS CORP | $36.4M | 807.3K | 1.80% | Added(+229.9%) |
| 12 | S SPNT SIRIUSPOINT LTD | $36M | 1.50M | 1.78% | Added(+6.1%) |
| 13 | D DEI DOUGLAS DYNAMICS INC | $35.6M | 659.3K | 1.76% | Added(+6.0%) |
| 14 | R RPRX ROYALTY PHARMA PLC | $33.5M | 597.9K | 1.66% | Trimmed(-0.1%) |
| 15 | P PSMT PRICESMART INC | $33.5M | 171.3K | 1.66% | Added(+5.6%) |
| 16 | C CVCO CAVCO INDS INC DEL | $33.1M | 53.9K | 1.64% | Added(+5.8%) |
| 17 | T TREE LENDINGTREE INC | $32.1M | 725.7K | 1.59% | Added(+12.2%) |
| 18 | G GRBK-PA GREEN BRICK PARTNERS INC | $30.4M | 380.4K | 1.51% | Added(+6.2%) |
| 19 | F FIBK FIRST INTST BANCSYSTEM INC | $30M | 778.0K | 1.48% | Added(+5.8%) |
| 20 | W WTTR SELECT WATER SOLUTIONS INC | $28.7M | 1.44M | 1.42% | Trimmed(-6.1%) |
| 21 | G GSL-PB GLOBAL SHIP LEASE INC | $28.6M | 761.1K | 1.42% | Added(+6.0%) |
| 22 | ? N/A JEFFERSON CAPITAL INC | $28.2M | 1.45M | 1.39% | Added(+29.7%) |
| 23 | N NPKI NPK INTERNATIONAL INC | $27.7M | 1.74M | 1.37% | Trimmed(-4.4%) |
| 24 | V VTS VITESSE ENERGY INC | $25M | 1.59M | 1.24% | Added(+19.0%) |
| 25 | J JOE ST JOE CO | $23.6M | 376.9K | 1.17% | — |
| 26 | I IIIV I3 VERTICALS INC | $23.5M | 1.10M | 1.16% | Added(+6.5%) |
| 27 | T TDGMW TIDEWATER INC NEW | $22.8M | 342.4K | 1.13% | Trimmed(-1.6%) |
| 28 | A ADUS ADDUS HOMECARE CORP | $20.9M | 208.1K | 1.03% | Added(+7.3%) |
| 29 | B BXC BLUELINX HLDGS INC | $20.8M | 336.3K | 1.03% | Added(+4.5%) |
| 30 | S SFM SPROUTS FMRS MKT INC | $20.8M | 245.6K | 1.03% | Added(+12.9%) |
| 31 | A APAM ARTISAN PARTNERS ASSET MGMT | $20.5M | 594.8K | 1.02% | Added(+7.9%) |
| 32 | P PARR PAR PAC HOLDINGS INC | $19.4M | 345.1K | 0.96% | Trimmed(-8.5%) |
| 33 | D DSP VIANT TECHNOLOGY INC | $19M | 1.50M | 0.94% | Added(+11.5%) |
| 34 | U UTF COHEN & STEERS INC | $18.3M | 240.2K | 0.90% | — |
| 35 | L LZ LEGALZOOM COM INC | $17.5M | 2.85M | 0.86% | Added(+6.0%) |
| 36 | R RKLIF RENTOKIL INITIAL PLC | $17.3M | 603.7K | 0.85% | Added(+0.5%) |
| 37 | P PAYS PAYSIGN INC | $17M | 2.07M | 0.84% | Added(+0.8%) |
| 38 | B BV BRIGHTVIEW HLDGS INC | $16.8M | 1.18M | 0.83% | Added(+6.0%) |
| 39 | A AGYS AGILYSYS INC | $16.6M | 159.1K | 0.82% | Added(+153.7%) |
| 40 | I IQV IQVIA HLDGS INC | $16.2M | 84.0K | 0.80% | Trimmed(-5.1%) |
| 41 | M MSFT MICROSOFT CORP | $16.1M | 43.1K | 0.80% | Added(+0.3%) |
| 42 | H HLMN HILLMAN SOLUTIONS CORP | $15.9M | 1.88M | 0.79% | Added(+6.0%) |
| 43 | M MELI MERCADOLIBRE INC | $15.8M | 9.3K | 0.78% | Trimmed(-0.8%) |
| 44 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $15.6M | 31.2K | 0.77% | Added(+0.2%) |
| 45 | C CSW CSW INDUSTRIALS INC | $15.1M | 54.3K | 0.75% | Added(+6.5%) |
| 46 | S SNEX MADDEN STEVEN LTD | $15.1M | 357.6K | 0.74% | Added(+6.1%) |
| 47 | A AMRZ AMRIZE LTD | $15M | 280.9K | 0.74% | Added(+77.5%) |
| 48 | K KKRS KKR & CO INC | $14.9M | 161.9K | 0.74% | Added(+0.2%) |
| 49 | J JPM-PM JPMORGAN CHASE & CO | $14.6M | 44.6K | 0.72% | Added(+0.4%) |
| 50 | P PDI PIMCO DYNAMIC INCOME STRATEG | $14.6M | 701.3K | 0.72% | Trimmed(-17.7%) |