Punch & Associates Investment Management, In

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.73B
Q ending 2026-03-31
Prior quarter
$1.71B
Q ending 2025-12-31
Change
+1.2% QoQ · +13.6% YoY
Positions
163
reported holdings

Largest positions

Top 100 of 163 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Stonex Group IncSNEXShares$76.1M944K
Laureate Ed IncLAURShares$40.9M1.2M
Universal Technical Inst IncUTIShares$38.9M1.1M
Arcosa IncACAShares$38.5M362K
A10 Networks IncATENShares$33.8M1.5M
Radnet IncRDNTShares$33.3M595K
Sila Realty Trust IncShares$31.9M1.3M
Alphabet IncGOOGLShares$30.9M107K
Siriuspoint LtdShares$30.5M1.4M
Tidewater Inc NewTDWShares$29.1M348K
Royalty Pharma PlcShares$28.7M599K
Liquidity Svcs IncLQDTShares$28.1M920K
Lendingtree IncTREEShares$27.7M647K
Global Ship Lease IncShares$26.7M718K
Npk International IncNPKIShares$26.4M1.8M
Douglas Dynamics IncPLOWShares$26.2M622K
Cavco Inds Inc DelCVCOShares$24.7M51K
First Intst Bancsystem IncFIBKShares$24.6M735K
Pricesmart IncPSMTShares$24.4M162K
Vitesse Energy IncVTSShares$24.2M1.3M
Par Pac Holdings IncPARRShares$23.6M377K
Select Water Solutions IncWTTRShares$23.4M1.5M
Bunge Global SaShares$23.2M182K
Green Brick Partners IncGRBKShares$23.1M358K
I3 Verticals IncIIIVShares$23.1M1.0M
Jefferson Capital IncJCAPShares$21.5M1.1M
Enova Intl IncENVAShares$20.8M153K
Artisan Partners Asset MgmtAPAMShares$20.1M551K
Rentokil Initial PlcRTOShares$18.9M601K
Pimco Dynamic Income StrategPDXShares$18.8M852K
Addus Homecare CorpADUSShares$18.2M194K
Bluelinx Hldgs IncBXCShares$17.4M322K
Sprouts Fmrs Mkt IncSFMShares$16.8M218K
Verra Mobility CorpVRRMShares$16.4M1.1M
Mercadolibre IncMELIShares$16.2M9K
Microsoft CorpMSFTShares$15.9M43K
Legalzoom Com IncLZShares$15.2M2.7M
Iqvia Hldgs IncIQVShares$15.1M88K
Viant Technology IncDSPShares$15.1M1.3M
Kkr & Co IncKKRShares$14.9M162K
Berkshire Hathaway Inc DelBRK/BShares$14.9M31K
Hillman Solutions CorpHLMNShares$14.8M1.8M
Marvell Technology IncMRVLShares$13.9M140K
Thermo Fisher Scientific IncTMOShares$13.4M27K
Csw Industrials IncCSWShares$13.3M51K
Brightview Hldgs IncBVShares$13.2M1.1M
Jpmorgan Chase & CoJPMShares$13.1M44K
Eog Res IncEOGShares$13.1M90K
Brightspire Capital IncBRSPShares$12.9M2.3M
Paysign IncPAYSShares$12.1M2.1M
Carriage Svcs IncCSVShares$12.0M264K
First Tr High Yield Opprt 20FTHYShares$12.0M887K
Alamo Group IncALGShares$11.7M71K
Match Group Inc NewMTCHShares$11.7M380K
Madden Steven LtdSHOOShares$11.4M337K
Disney Walt CoDISShares$11.2M116K
Kinder Morgan Inc DelKMIShares$11.1M331K
American Pub Ed IncAPEIShares$11.1M195K
Sea LtdSEShares$11.0M133K
Climb Global Solutions IncCLMBShares$10.9M552K
Apollo Global Mgmt IncAPOShares$10.9M98K
Innovative Solutions & SuppoISSCShares$10.6M519K
Builders Firstsource IncBLDRShares$10.6M129K
Waste Mgmt Inc DelWMShares$10.5M46K
Target CorpTGTShares$10.4M86K
Ulta Beauty IncULTAShares$10.3M20K
Lincoln Edl Svcs CorpLINCShares$10.3M252K
Ss&C Tech HldgsSSNCShares$10.1M149K
Blackstone Mortgage Trust InBXMTShares$9.3M484K
Republic Svcs IncRSGShares$9.2M42K
Johnson & JohnsonJNJShares$9.1M37K
American Coastal Ins CorpACICShares$9.1M809K
Amrize LtdShares$8.9M158K
Trimas CorpTRSShares$8.8M245K
Oracle CorpORCLShares$8.8M60K
Legacy Housing CorpLEGHShares$8.7M428K
Rf Inds LtdRFILShares$8.5M823K
Natures Sunshine Prods IncNATRShares$8.2M340K
Mimedx Group IncMDXGShares$8.0M2.0M
Tactile Sys Technology IncTCMDShares$7.8M300K
Deere & CoDEShares$7.8M14K
Infusystem Hldgs IncINFUShares$7.7M838K
Bridgewater Bancshares IncBWBShares$7.7M435K
Clearfield IncCLFDShares$7.7M290K
Arhaus IncARHSShares$7.6M1.1M
Smartrent IncSMRTShares$7.5M5.0M
Northrim Bancorp IncNRIMShares$7.5M326K
Unitedhealth Group IncUNHShares$7.3M27K
Ares Capital CorpARCCShares$7.1M391K
Boeing CoBA 6 10/15/27Shares$6.9M106K
Elevance Health Inc FormerlyELVShares$6.8M23K
Nve CorpNVECShares$6.8M104K
Idaho Strategic ResourcesIDRShares$6.7M207K
Duke Energy Corp NewDUKShares$6.2M48K
Royce Micro-Cap Tr IncRMTShares$6.2M546K
Avanos Med IncAVNSShares$6.1M437K
First Westn Finl IncMYFWShares$6.1M248K
Hackett Group IncHCKTShares$5.8M446K
Research Solutions IncRSSSShares$5.8M2.6M
Electromed IncELMDShares$5.3M225K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.