Fund Holdings — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Total Portfolio Value
$1.73B
Total Bought
$277.65M
Total Sold
$167.84M
Net Transaction
+$109.81M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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JEFFERSON CAPITAL INC(JCAP)01,115,885+1,115,885021,4581.24%+21,458
TIDEWATER INC NEW(TDW)333,659347,913+14,25416,85329,0681.68%+12,215
SEA LTD(SE)0132,886+132,886011,0040.63%+11,004
AMRIZE LTD(AMRZ)0158,226+158,22608,8640.51%+8,864
TRIMAS CORP(TRS)0244,719+244,71908,7950.51%+8,795
STONEX GROUP INC(SNEX)707,835943,579+235,74467,33676,1004.39%+8,763
A10 NETWORKS INC1,435,6261,459,910+24,28425,39633,7531.95%+8,357
UNIVERSAL TECHNICAL INST INC(UTI)1,169,8431,076,866-92,97730,56838,8752.24%+8,307
SELECT WATER SOLUTIONS INC(WTTR)1,501,1911,528,895+27,70415,79323,3921.35%+7,600
MARVELL TECHNOLOGY INC(MRVL)77,592140,137+62,5456,59413,8810.80%+7,287
ARES CAPITAL CORP(ARCC)0391,347+391,34707,0520.41%+7,052
BUNGE GLOBAL SA(BG)190,052182,206-7,84616,93023,1771.34%+6,247
DOUGLAS DYNAMICS INC(PLOW)614,706621,845+7,13920,07026,1731.51%+6,103
ROYALTY PHARMA PLC(RPRX)600,166598,617-1,54923,19028,7161.66%+5,525
CASS INFORMATION SYS INC(CASS)0113,060+113,06004,9770.29%+4,977
PRICESMART INC(PSMT)159,625162,193+2,56819,58124,4101.41%+4,829
ALEXANDERS INC020,415+20,41504,8220.28%+4,822
OXFORD INDS INC(OXM)0123,440+123,44004,7540.27%+4,754
PAYSIGN INC(PAYS)1,462,5602,058,210+595,6507,53212,1430.70%+4,611
NPK INTERNATIONAL INC(NPKI)1,852,8041,818,790-34,01422,08526,3541.52%+4,269
WHIRLPOOL CORP(WHR)0100,255+100,25504,1050.24%+4,105
ORACLE CORP(ORCL)083,465+83,46503,7570.22%+3,757
AMERICAN PUB ED INC(APEI)195,316195,000-3167,38311,0920.64%+3,709
SMARTRENT INC(SMRT)1,907,2855,032,880+3,125,5953,8537,5490.44%+3,697
EOG RES INC(EOG)89,89790,328+4319,44013,0590.75%+3,619
PIEDMONT REALTY TRUST INC(PDM)0550,013+550,01303,6140.21%+3,614
I3 VERTICALS INC(IIIV)777,5271,032,606+255,07919,58623,0891.33%+3,503
RF INDS LTD(RFIL)877,150822,800-54,3505,0708,4830.49%+3,413
SILVERCREST ASSET MGMT GROUP(SAMG)0245,031+245,03103,2930.19%+3,293
PAR PAC HOLDINGS INC(PARR)581,355377,208-204,14720,42923,6281.36%+3,200
AVANOS MED INC270,000437,085+167,0853,0326,1240.35%+3,091
SPROUTS FMRS MKT INC(SFM)172,604217,615+45,01113,75116,7850.97%+3,033
LENDINGTREE INC(TREE)469,647647,038+177,39124,93427,7451.60%+2,811
SILA REALTY TRUST INC1,255,3951,347,510+92,11529,26331,9091.84%+2,646
TALKSPACE INC(TALK)0449,630+449,63002,3270.13%+2,327
ARTISAN PARTNERS ASSET MGMT(APAM)437,845551,336+113,49117,83820,0631.16%+2,225
TARGET CORP(TGT)85,77285,785+138,38410,3970.60%+2,013
MILLER INDS INC TENN(MLR)81,186110,477+29,2913,0345,0320.29%+1,998
CARRIAGE SVCS INC(CSV)246,699263,750+17,05110,43512,0430.69%+1,607
LINCOLN EDL SVCS CORP(LINC)362,295252,150-110,1458,74910,2570.59%+1,508
TRANSCAT INC(TRNS)59,23564,775+5,5403,3604,7580.27%+1,397
OMEGA FLEX INC(OFLX)043,500+43,50001,3500.08%+1,350
EPSILON ENERGY LTD(EPSN)376,905476,880+99,9751,7492,9380.17%+1,189
RENTOKIL INITIAL PLC(RTO)602,662600,913-1,74917,75418,9171.09%+1,162
VIANT TECHNOLOGY INC(DSP)1,156,9151,347,163+190,24813,92915,0880.87%+1,159
GREEN BRICK PARTNERS INC(GRBK)352,246358,341+6,09522,07223,0951.33%+1,023
HEARTLAND EXPRESS INC(HTLD)290,000330,765+40,7652,6193,4400.20%+821
NATURES SUNSHINE PRODS INC(NATR)340,000340,00007,3378,1570.47%+819
NVE CORP(NVEC)101,770103,569+1,7996,0386,7840.39%+746
PRO-DEX INC COLO(PDEX)60,00061,735+1,7352,3093,0320.17%+724
DUKE ENERGY CORP NEW(DUK)47,62447,597-275,5826,2320.36%+650
SAN JUAN BASIN RTY TR(SJT)700,000939,225+239,2253,9344,5180.26%+584
LIQUIDITY SVCS INC(LQDT)910,246920,394+10,14827,59028,1361.62%+547
FLEXSTEEL INDS INC(FLXS)90,98091,525+5453,5934,1130.24%+520
KARAT PACKAGING INC(KRT)62,61569,115+6,5001,4131,9300.11%+516
QXO INC(QXO)57,01566,315+9,3003,1443,6470.21%+502
WASTE MGMT INC DEL(WM)45,58945,692+10310,01610,4990.61%+483
LEGACY ED INC(LGCY)185,000185,00001,8852,3160.13%+431
KEWAUNEE SCIENTIFIC CORP(KEQU)81,835100,702+18,8673,0613,4510.20%+390
LEGACY HOUSING CORP(LEGH)429,110427,665-1,4458,3768,7370.50%+361
FIRST TR HIGH YIELD OPPRT 20(FTHY)827,076886,745+59,66911,63711,9980.69%+361
KKR & CO INC(KKR)60,40586,810+26,4053,1313,4910.20%+360
INFUSYSTEM HLDGS INC(INFU)824,750837,925+13,1757,3987,7340.45%+336
REPUBLIC SVCS INC(RSG)41,98742,061+748,8989,2120.53%+314
MAMAS CREATIONS INC(MAMA)165,000165,00002,2262,5310.15%+305
GRAHAM CORP(GHM)65,50357,138-8,3654,2074,5090.26%+302
PLUMAS BANCORP(PLBC)69,27569,27503,0963,3820.20%+286
PDF SOLUTIONS INC(PDFS)06,480+6,48002120.01%+212
GRAND CANYON ED INC(LOPE)01,200+1,20002040.01%+204
BLACKROCK TECH AND PRIVATE E(BTX)024,905+24,90501640.01%+164
WESTERN ASSET DIVERSIFIED IN(WDI)011,855+11,85501590.01%+159
RCM TECHNOLOGIES INC(RCMT)136,078153,511+17,4332,7822,9380.17%+156
TFS FINL CORP(TFSL)011,020+11,02001550.01%+155
ARCOS DORADOS HLDGS INC(ARCO)017,755+17,75501460.01%+146
NORTHEAST BK PORTLAND ME
COM
14,74014,74001,5321,6560.10%+124
HERITAGE GLOBAL INC2,384,6522,244,148-140,5042,9573,0520.18%+95
OPTEX SYS HLDGS INC(OPXS)296,960323,475+26,5154,2114,2780.25%+67
BLACKSTONE MORTGAGE TRUST IN(BXMT)480,653483,624+2,9719,1959,2610.53%+67
ISHARES TR5,0935,487+3941,9702,0340.12%+64
SIRIUSPOINT LTD(SPNT)1,390,0911,415,529+25,43830,42930,4911.76%+61
ACCESS NEWSWIRE INC(ACCS)142,410152,410+10,0001,3241,3500.08%+26
ARCOSA INC361,494362,326+83238,43438,4572.22%+23
ISHARES TR0182+1820210.00%+21
ISHARES TR2842+1419270.00%+8
ISHARES TR367398+3158640.00%+6
ISHARES TR98168+708130.00%+5
ISHARES TR4783+36590.00%+4
ISHARES TR
CORE MSCI EAFE
68104+36690.00%+3
CION INVT CORP(CICB)10,43514,845+4,4101011020.01%+1
LAMAR ADVERTISING CO(LAMR)1,6201,62002052050.01%0
ISHARES TR300300030300.00%-0
ISHARES TR190190026250.00%-1
BRIDGEWATER BANCSHARES INC(BWB)438,960434,660-4,3007,6957,6930.44%-1
ISHARES TR200-2040—-4
IRADIMED CORP(IRMD)17,00017,00001,6541,6360.09%-17
ALAMO GROUP INC69,92470,937+1,01311,73811,7020.68%-36
VANGUARD INDEX FDS620-62390—-39
VIEMED HEALTHCARE INC(VMD)671,360537,361-133,9994,9884,9490.29%-39
TALEN ENERGY CORP(TLN)760750-102852390.01%-45
ELEVANCE HEALTH INC FORMERLY(ELV)19,59923,229+3,6306,8706,8000.39%-70
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PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. — 13F Holdings — Q1 2026 | TickerTrail