Fund Holdings — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Total Portfolio Value
$1.70B
Total Bought
$160.44M
Total Sold
$119.61M
Net Transaction
+$40.83M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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NEOGEN CORP(NEOG)0583,193+583,19309,1150.54%+9,115
RENTOKIL INITIAL PLC(RTO)0286,545+286,54508,4960.50%+8,496
AVID BIOSERVICES INC1,932,3902,917,040+984,65012,94720,8281.23%+7,881
CLEARFIELD INC(CLFD)44,000191,480+147,4801,3577,3830.44%+6,027
BRIGHTSPIRE CAPITAL INC(BRSP)518,0551,631,030+1,112,9753,5699,2970.55%+5,727
ALPHABET INC(GOOG)120,918122,713+1,79518,25022,3521.32%+4,102
VITESSE ENERGY INC(VTS)730,175883,152+152,97717,32720,9311.23%+3,604
LADDER CAP CORP(LADR)0315,585+315,58503,5630.21%+3,563
LAUREATE EDUCATION INC(LAUR)648,386870,696+222,3109,44713,0080.77%+3,561
VIANT TECHNOLOGY INC(DSP)0360,000+360,00003,5530.21%+3,553
SELECT WATER SOLUTIONS INC(WTTR)2,328,6412,328,287-35421,49324,9131.47%+3,419
CAVCO INDS INC DEL(CVCO)26,98140,966+13,98510,76714,1810.84%+3,414
ELLINGTON FINANCIAL INC(EFC)1,958,3652,183,965+225,60023,12826,3821.55%+3,254
MIMEDX GROUP INC(MDXG)624,1801,149,094+524,9144,8067,9630.47%+3,157
KENNEDY-WILSON HOLDINGS INC543,391800,320+256,9294,6627,7790.46%+3,117
EQUITY COMWLTH444,785569,647+124,8628,39811,0510.65%+2,654
VERRA MOBILITY CORP(VRRM)1,074,6611,078,669+4,00826,83429,3401.73%+2,506
STONEX GROUP INC(SNEX)831,215808,541-22,67458,40160,8913.59%+2,490
AGILYSYS INC(AGYS)123,530123,530010,40912,8640.76%+2,456
PORTMAN RIDGE FIN CORP(BCIC)105,220225,220+120,0001,9974,4190.26%+2,422
LINCOLN EDL SVCS CORP(LINC)839,950924,526+84,5768,67710,9650.65%+2,288
PIMCO DYNAMIC INCOME STRATEG(PDX)1,286,0761,324,619+38,54327,27829,5131.74%+2,235
CLIMB GLOBAL SOLUTIONS INC(CLMB)162,350218,312+55,96211,50713,7120.81%+2,205
SKYLINE CHAMPION CORPORATION(SKY)101,351158,997+57,6468,61610,7720.63%+2,156
RADNET INC(RDNT)856,699741,302-115,39741,68743,6772.57%+1,991
CSW INDUSTRIALS INC(CSW)61,51061,508-214,43016,3190.96%+1,888
ORACLE CORP(ORCL)106,102106,606+50413,32815,0530.89%+1,725
GLOBAL SHIP LEASE INC NEW
COM CL A
1,883,4511,386,483-496,96838,23439,9172.35%+1,683
A10 NETWORKS INC1,179,9881,286,721+106,73316,15417,8211.05%+1,667
FIRST TR HIGH YIELD OPPRT 20(FTHY)485,710607,187+121,4777,0628,6950.51%+1,633
BRIGHTVIEW HLDGS INC(BV)1,067,3241,069,748+2,42412,70114,2280.84%+1,526
LIQUIDITY SVCS INC(LQDT)443,124467,524+24,4008,2429,3410.55%+1,099
LEGACY HOUSING CORP(LEGH)602,873613,008+10,13512,97414,0620.83%+1,089
ARHAUS INC(ARHS)656,316657,155+83910,10111,1320.66%+1,032
EASTERLY GOVT PPTYS INC(DEA)798,808816,207+17,3999,19410,0960.59%+902
KINDER MORGAN INC DEL(KMI)541,527544,000+2,4739,93210,8090.64%+878
AT&T INC(T)377,874391,668+13,7946,6517,4850.44%+834
TIDEWATER INC NEW(TDW)190,740192,559+1,81917,54818,3341.08%+785
DIAMOND HILL INVT GROUP INC
COM NEW
53,33063,984+10,6548,2229,0060.53%+784
CAPITAL SOUTHWEST CORP(CSWC)669,313669,838+52516,70617,4761.03%+770
BUNGE GLOBAL SA(BG)120,047122,277+2,23012,30713,0560.77%+748
CARRIER GLOBAL CORPORATION(CARR)137,778138,469+6918,0098,7350.51%+726
FIRST WESTN FINL INC(MYFW)346,915338,837-8,0785,0585,7600.34%+702
HEALTHSTREAM INC(HSTM)869,031852,365-16,66623,16823,7811.40%+613
ELEVANCE HEALTH INC(ELV)22,75422,841+8711,79912,3770.73%+578
BARINGS BDC INC(BBDC)1,260,3461,261,863+1,51711,72112,2780.72%+557
NORTHEAST BK LEWISTON ME
COM
09,050+9,05005510.03%+551
GREENLIGHT CAPITAL RE LTD(GLRE)675,780675,78008,4278,8530.52%+426
ADDUS HOMECARE CORP129,861119,182-10,67913,42013,8380.82%+418
COASTAL FINL CORP WA(CCB)56,70056,70002,2042,6160.15%+412
RF INDS LTD(RFIL)994,084998,404+4,3203,0823,4840.21%+403
TRANSCAT INC(TRNS)101,92298,030-3,89211,35711,7320.69%+375
MAMAS CREATIONS INC(MAMA)100,000129,325+29,3255008720.05%+372
BRIDGEWATER BANCSHARES INC(BWB)582,000615,000+33,0006,7747,1400.42%+366
NUVEEN PFD & INCOME TERM FD437,719450,411+12,6928,4228,7600.52%+339
VANGUARD INDEX FDS58728+670283640.02%+336
ALEXANDER & BALDWIN INC NEW236,725248,592+11,8673,8994,2160.25%+317
REPUBLIC SVCS INC(RSG)59,34959,796+44711,36211,6210.68%+259
GRAHAM CORP(GHM)52,00057,501+5,5011,4191,6190.10%+201
VIRTUS CONVERTIBLE & INC 2021,193,4901,188,298-5,19210,50910,7090.63%+200
JPMORGAN CHASE & CO.(JPM)71,38071,556+17614,29714,4730.85%+175
LOGAN RIDGE FINANCE CORP215,060223,493+8,4334,8375,0060.30%+170
BCE INC(BCE)153,698166,338+12,6405,2235,3840.32%+162
ISHARES TR2,2212,674+4536668250.05%+159
PRO-DEX INC COLO(PDEX)75,50075,50001,3291,4830.09%+154
INTEVAC INC190,000228,000+38,0007308800.05%+150
ROYCE MICRO-CAP TR INC(RMT)1,056,9871,102,614+45,6279,98910,1330.60%+144
SPROUTS FMRS MKT INC(SFM)419,275324,823-94,45227,03527,1751.60%+140
RESEARCH SOLUTIONS INC(RSSS)451,600613,500+161,9001,4271,5640.09%+137
INNOVATIVE SOLUTIONS & SUPPO(IA)90,502125,000+34,4986627500.04%+88
LUMENT FINANCE TRUST INC(LFT)1,360,5621,447,062+86,5003,3883,4730.20%+85
WASTE MGMT INC DEL(WM)51,92852,090+16211,06811,1130.65%+45
EQUITY COMWLTH73,17074,795+1,6251,8291,8630.11%+34
ISHARES TR300605+30529590.00%+29
VANGUARD INDEX FDS256273+1766730.00%+6
MADDEN STEVEN LTD(SHOO)196,568196,583+158,3118,3150.49%+5
ISHARES TR2323012130.00%0
ISHARES TR3637+1440.00%0
VANGUARD INDEX FDS000000.00%-0
ISHARES TR9798+111100.00%-0
ISHARES TR140143+329290.00%-0
KARAT PACKAGING INC(KRT)55,40053,500-1,9001,5851,5830.09%-2
ROYALTY PHARMA PLC(RPRX)368,916424,541+55,62511,20411,1950.66%-9
EPSILON ENERGY LTD(EPSN)329,355329,255-1001,8101,7940.11%-15
PLUMAS BANCORP(PLBC)43,94043,94001,6171,5810.09%-36
SILVERCREST ASSET MGMT GROUP(SAMG)448,150451,955+3,8057,0857,0460.42%-39
VANGUARD INDEX FDS1,5031,285-2182882350.01%-54
WESTERN ASSET GLOBAL CORP DE(GDO)801,418814,268+12,85010,0029,9420.59%-59
QUEST RESOURCE HLDG CORP(QRHC)360,400342,450-17,9503,0923,0140.18%-79
U HAUL HOLDING COMPANY14,05313,948-1059498610.05%-88
EOG RES INC(EOG)76,77477,263+4899,8159,7250.57%-90
PERFORMANT FINL CORP2,885,2002,885,20008,4828,3670.49%-115
UNIVERSAL TECHNICAL INST INC(UTI)1,176,2551,183,960+7,70518,75018,6241.10%-126
TILE SHOP HLDGS INC(TTSH)772,400762,400-10,0005,4305,2830.31%-147
AGNC INVT CORP(AGNC)717,967728,425+10,4587,1086,9490.41%-159
SS&C TECHNOLOGIES HLDGS INC(SSNC)116,859117,307+4487,5227,3520.43%-171
GAMBLING COM GROUP LIMITED
ORDINARY SHARES
842,345913,095+70,7507,6917,5060.44%-185
NVR INC(NVR)250-252020—-202
WESTERN ASSET HIGH YIELD DEF(HYI)882,572892,164+9,59210,55610,3490.61%-206
OPTEX SYS HLDGS INC(OPXS)415,692409,768-5,9243,1762,9590.17%-217
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PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. — 13F Holdings — Q2 2024 | TickerTrail