Fund HoldingsPUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Total Portfolio Value
$1.71B
Total Bought
$172.97M
Total Sold
$119.61M
Net Transaction
+$53.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NEOGEN CORP(NEOG)0583,193+583,19309,1150.53%+9,115
RENTOKIL INITIAL PLC(RTO)0286,545+286,54508,4960.50%+8,496
AVID BIOSERVICES INC1,932,3902,917,040+984,65012,94720,8281.22%+7,881
CLEARFIELD INC44,000191,480+147,4801,3577,3830.43%+6,027
BRIGHTSPIRE CAPITAL INC518,0551,631,030+1,112,9753,5699,2970.54%+5,727
WAYFAIR INC(W)(Put)05,585,000+5,585,00005,194+5,194
TELADOC HEALTH INC(TDOC)(Put)04,980,000+4,980,00004,127+4,127
ALPHABET INC(GOOG)120,918122,713+1,79518,25022,3521.31%+4,102
VITESSE ENERGY INC730,175883,152+152,97717,32720,9311.22%+3,604
LADDER CAP CORP(LADR)0315,585+315,58503,5630.21%+3,563
LAUREATE EDUCATION INC(LAUR)648,386870,696+222,3109,44713,0080.76%+3,561
VIANT TECHNOLOGY INC(DSP)0360,000+360,00003,5530.21%+3,553
SELECT WATER SOLUTIONS INC(WTTR)2,328,6412,328,287-35421,49324,9131.46%+3,419
CAVCO INDS INC DEL(CVCO)26,98140,966+13,98510,76714,1810.83%+3,414
ELLINGTON FINANCIAL INC(EFC)1,958,3652,183,965+225,60023,12826,3821.54%+3,254
LENDINGTREE INC(Put)03,470,000+3,470,00003,210+3,210
MIMEDX GROUP INC624,1801,149,094+524,9144,8067,9630.47%+3,157
KENNEDY-WILSON HOLDINGS INC0800,320+800,32007,7790.46%+7,779
EQUITY COMWLTH444,785569,647+124,8628,39811,0510.65%+2,654
VERRA MOBILITY CORP1,074,6611,078,669+4,00826,83429,3401.72%+2,506
STONEX GROUP INC(SNEX)0808,541+808,541060,8913.56%+60,891
AGILYSYS INC(AGYS)0123,530+123,530012,8640.75%+12,864
PORTMAN RIDGE FIN CORP105,220225,220+120,0001,9974,4190.26%+2,422
LINCOLN EDL SVCS CORP(LINC)839,950924,526+84,5768,67710,9650.64%+2,288
PIMCO DYNAMIC INCOME STRATEG(PDX)1,286,0761,324,619+38,54327,27829,5131.73%+2,235
CLIMB GLOBAL SOLUTIONS INC162,350218,312+55,96211,50713,7120.80%+2,205
SKYLINE CHAMPION CORPORATION(SKY)101,351158,997+57,6468,61610,7720.63%+2,156
RADNET INC(RDNT)856,699741,302-115,39741,68743,6772.56%+1,991
CSW INDUSTRIALS INC(CSW)061,508+61,508016,3190.95%+16,319
ORACLE CORP(ORCL)106,102106,606+50413,32815,0530.88%+1,725
GLOBAL SHIP LEASE INC NEW
COM CL A
1,883,4511,386,483-496,96838,23439,9172.34%+1,683
A10 NETWORKS INC1,179,9881,286,721+106,73316,15417,8211.04%+1,667
FIRST TR HIGH YIELD OPPRT 200607,187+607,18708,6950.51%+8,695
BRIGHTVIEW HLDGS INC(BV)1,067,3241,069,748+2,42412,70114,2280.83%+1,526
LIQUIDITY SVCS INC(LQDT)443,124467,524+24,4008,2429,3410.55%+1,099
LEGACY HOUSING CORP0613,008+613,008014,0620.82%+14,062
ARHAUS INC(ARHS)656,316657,155+83910,10111,1320.65%+1,032
EASTERLY GOVT PPTYS INC(DEA)798,808816,207+17,3999,19410,0960.59%+902
KINDER MORGAN INC DEL(KMI)0544,000+544,000010,8090.63%+10,809
AT&T INC(T)377,874391,668+13,7946,6517,4850.44%+834
TIDEWATER INC NEW(TDW)190,740192,559+1,81917,54818,3341.07%+785
DIAMOND HILL INVT GROUP INC
COM NEW
53,33063,984+10,6548,2229,0060.53%+784
CAPITAL SOUTHWEST CORP(CSWC)0669,838+669,838017,4761.02%+17,476
BUNGE GLOBAL SA(BG)120,047122,277+2,23012,30713,0560.76%+748
CARRIER GLOBAL CORPORATION(CARR)0138,469+138,46908,7350.51%+8,735
FIRST WESTN FINL INC0338,837+338,83705,7600.34%+5,760
HEALTHSTREAM INC(HSTM)869,031852,365-16,66623,16823,7811.39%+613
ELEVANCE HEALTH INC(ELV)22,75422,841+8711,79912,3770.72%+578
BARINGS BDC INC(BBDC)01,261,863+1,261,863012,2780.72%+12,278
NORTHEAST BK LEWISTON ME
COM
09,050+9,05005510.03%+551
GREENLIGHT CAPITAL RE LTD675,780675,78008,4278,8530.52%+426
ADDUS HOMECARE CORP129,861119,182-10,67913,42013,8380.81%+418
COASTAL FINL CORP WA056,700+56,70002,6160.15%+2,616
RF INDS LTD994,084998,404+4,3203,0823,4840.20%+403
TRANSCAT INC(TRNS)101,92298,030-3,89211,35711,7320.69%+375
MAMAS CREATIONS INC100,000129,325+29,3255008720.05%+372
BRIDGEWATER BANCSHARES INC0615,000+615,00007,1400.42%+7,140
NUVEEN PFD & INCOME TERM FD437,719450,411+12,6928,4228,7600.51%+339
VANGUARD INDEX FDS0728+72803640.02%+364
ALEXANDER & BALDWIN INC NEW236,725248,592+11,8673,8994,2160.25%+317
REPUBLIC SVCS INC(RSG)059,796+59,796011,6210.68%+11,621
GRAHAM CORP(GHM)52,00057,501+5,5011,4191,6190.09%+201
VIRTUS CONVERTIBLE & INC 20201,188,298+1,188,298010,7090.63%+10,709
JPMORGAN CHASE & CO.(JPM)71,38071,556+17614,29714,4730.85%+175
LOGAN RIDGE FINANCE CORP0223,493+223,49305,0060.29%+5,006
BCE INC(BCE)0166,338+166,33805,3840.31%+5,384
ISHARES TR2,2212,674+4536668250.05%+159
PRO-DEX INC COLO075,500+75,50001,4830.09%+1,483
INTEVAC INC190,000228,000+38,0007308800.05%+150
ROYCE MICRO-CAP TR INC01,102,614+1,102,614010,1330.59%+10,133
SPROUTS FMRS MKT INC(SFM)0324,823+324,823027,1751.59%+27,175
RESEARCH SOLUTIONS INC451,600613,500+161,9001,4271,5640.09%+137
INNOVATIVE SOLUTIONS & SUPPO90,502125,000+34,4986627500.04%+88
LUMENT FINANCE TRUST INC01,447,062+1,447,06203,4730.20%+3,473
WASTE MGMT INC DEL(WM)51,92852,090+16211,06811,1130.65%+45
EQUITY COMWLTH074,795+74,79501,8630.11%+1,863
ISHARES TR0605+6050590.00%+59
VANGUARD INDEX FDS0273+2730730.00%+73
MADDEN STEVEN LTD(SHOO)196,568196,583+158,3118,3150.49%+5
ISHARES TR023+230130.00%+13
ISHARES TR037+37040.00%+4
VANGUARD INDEX FDS000000.00%0
ISHARES TR098+980100.00%+10
ISHARES TR0143+1430290.00%+29
KARAT PACKAGING INC(KRT)55,40053,500-1,9001,5851,5830.09%-2
ROYALTY PHARMA PLC(RPRX)368,916424,541+55,62511,20411,1950.65%-9
EPSILON ENERGY LTD0329,255+329,25501,7940.10%+1,794
PLUMAS BANCORP043,940+43,94001,5810.09%+1,581
SILVERCREST ASSET MGMT GROUP448,150451,955+3,8057,0857,0460.41%-39
VANGUARD INDEX FDS01,285+1,28502350.01%+235
WESTERN ASSET GLOBAL CORP DE(GDO)801,418814,268+12,85010,0029,9420.58%-59
QUEST RESOURCE HLDG CORP360,400342,450-17,9503,0923,0140.18%-79
U HAUL HOLDING COMPANY013,948+13,94808610.05%+861
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+7,70518,75018,6241.09%-126
TILE SHOP HLDGS INC0762,400+762,40005,2830.31%+5,283
AGNC INVT CORP(AGNC)0728,425+728,42506,9490.41%+6,949
SS&C TECHNOLOGIES HLDGS INC(SSNC)116,859117,307+4487,5227,3520.43%-171
GAMBLING COM GROUP LIMITED
ORDINARY SHARES
0913,095+913,09507,5060.44%+7,506
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