Fund HoldingsPUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Total Portfolio Value
$1.63B
Total Bought
$238.69M
Total Sold
$123.94M
Net Transaction
+$114.74M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
LENDINGTREE INC NEW0344,583+344,583012,7740.79%+12,774
I3 VERTICALS INC454,272766,643+312,37111,20721,0671.30%+9,860
PAR PAC HOLDINGS INC(PARR)0791,675+791,675021,0031.29%+21,003
NPK INTERNATIONAL INC(NPKI)01,867,372+1,867,372015,8910.98%+15,891
LEGALZOOM COM INC(LZ)801,0801,590,970+789,8906,89714,1760.87%+7,278
MERCADOLIBRE INC(MELI)6,7227,797+1,07513,11420,3781.25%+7,265
UNIVERSAL TECHNICAL INST INC(UTI)01,016,160+1,016,160034,4382.12%+34,438
LIQUIDITY SVCS INC(LQDT)0654,868+654,868015,4480.95%+15,448
DUKE ENERGY CORP NEW(DUK)047,422+47,42205,5960.34%+5,596
ORACLE CORP(ORCL)081,755+81,755017,8741.10%+17,874
RADNET INC(RDNT)0697,275+697,275039,6822.44%+39,682
MICROSOFT CORP(MSFT)036,631+36,631018,2211.12%+18,221
LAUREATE EDUCATION INC(LAUR)1,489,2571,501,764+12,50730,45535,1112.16%+4,656
NATURES SUNSHINE PRODS INC0300,000+300,00004,4370.27%+4,437
AMERICAN PUB ED INC(APEI)0145,178+145,17804,4220.27%+4,422
A10 NETWORKS INC01,375,889+1,375,889026,6231.64%+26,623
GLOBAL SHIP LEASE INC NEW
COM CL A
01,202,687+1,202,687031,6431.95%+31,643
BRIGHTVIEW HLDGS INC(BV)01,094,474+1,094,474018,2231.12%+18,223
DOUGLAS DYNAMICS INC(PLOW)0612,631+612,631018,0541.11%+18,054
ULTA BEAUTY INC(ULTA)31,55932,888+1,32911,56815,3860.95%+3,818
POTBELLY CORP0954,334+954,334011,6910.72%+11,691
ARCOSA INC0363,796+363,796031,5451.94%+31,545
ROYALTY PHARMA PLC(RPRX)573,603595,963+22,36017,85621,4731.32%+3,616
ALPHABET INC(GOOG)0138,189+138,189024,3531.50%+24,353
KKR & CO INC(KKR)0159,352+159,352021,1991.30%+21,199
QXO INC(QXO)056,770+56,77003,5190.22%+3,519
VERRA MOBILITY CORP1,121,7311,128,770+7,03925,25028,6591.76%+3,409
DISNEY WALT CO(DIS)0114,848+114,848014,2420.88%+14,242
JPMORGAN CHASE & CO.(JPM)57,23959,590+2,35114,04117,2761.06%+3,235
FIRST INTST BANCSYSTEM INC(FIBK)588,427693,685+105,25816,85819,9921.23%+3,134
ALAMO GROUP INC71,96472,913+94912,82515,9230.98%+3,098
VIANT TECHNOLOGY INC(DSP)01,155,133+1,155,133015,2820.94%+15,282
FIRST WESTN FINL INC0314,737+314,73707,1000.44%+7,100
PERFORMANT HEALTHCARE INC02,258,100+2,258,10009,0320.56%+9,032
PRICESMART INC(PSMT)149,222151,201+1,97913,10915,8820.98%+2,773
AGILYSYS INC(AGYS)061,850+61,85007,0900.44%+7,090
CARRIAGE SVCS INC91,500132,695+41,1953,5466,0690.37%+2,524
SIRIUSPOINT LTD(SPNT)724,110736,248+12,13812,52015,0120.92%+2,492
CLEARFIELD INC0177,000+177,00007,6840.47%+7,684
ARTISAN PARTNERS ASSET MGMT(APAM)437,067439,609+2,54217,08919,4881.20%+2,399
IDAHO STRATEGIC RESOURCES0182,557+182,55702,3880.15%+2,388
LINCOLN EDL SVCS CORP(LINC)0433,650+433,65009,9960.61%+9,996
INFUSYSTEM HLDGS INC0878,500+878,50005,4820.34%+5,482
RF INDS LTD678,797810,859+132,0623,1845,2460.32%+2,063
ADDUS HOMECARE CORP0111,300+111,300012,8210.79%+12,821
NORTHRIM BANCORP INC019,827+19,82701,8490.11%+1,849
STONEX GROUP INC(SNEX)0726,426+726,426066,2064.07%+66,206
KEWAUNEE SCIENTIFIC CORP20,00043,300+23,3007882,5420.16%+1,754
CARRIER GLOBAL CORPORATION(CARR)135,158140,567+5,4098,56910,2880.63%+1,719
OPTEX SYS HLDGS INC372,500331,495-41,0052,1163,8090.23%+1,693
IQVIA HLDGS INC(IQV)68,76587,166+18,40112,12313,7360.84%+1,613
INNOVATIVE SOLUTIONS & SUPPO210,000210,00001,3212,9150.18%+1,594
AMERIPRISE FINL INC(AMP)26,15926,520+36112,66414,1550.87%+1,491
TIDEWATER INC NEW(TDW)0339,672+339,672015,6690.96%+15,669
BRIDGEWATER BANCSHARES INC0424,000+424,00006,7460.41%+6,746
GRAHAM CORP(GHM)76,25573,255-3,0002,1983,6270.22%+1,429
AMERICAN COASTAL INS CORP0596,329+596,32906,6310.41%+6,631
DEERE & CO(DE)22,22323,160+93710,43011,7770.72%+1,346
BUNGE GLOBAL SA(BG)182,934188,970+6,03613,98015,1710.93%+1,191
LEGACY ED INC85,000159,808+74,8086091,7870.11%+1,177
RENTOKIL INITIAL PLC(RTO)576,890597,610+20,72013,21114,3430.88%+1,132
ALLIENT INC0102,000+102,00003,7040.23%+3,704
BLACKSTONE MTG TR INC(BXMT)365,164430,155+64,9917,3038,2800.51%+977
BOEING CO104,265105,990+1,7256,2387,2070.44%+969
UFP TECHNOLOGIES INC(UFPT)022,700+22,70005,5420.34%+5,542
EOG RES INC(EOG)75,85489,180+13,3269,72710,6670.66%+939
KINDER MORGAN INC DEL(KMI)0424,423+424,423012,4780.77%+12,478
RESEARCH SOLUTIONS INC02,418,100+2,418,10006,9400.43%+6,940
TRANSCAT INC(TRNS)057,530+57,53004,9450.30%+4,945
RCM TECHNOLOGIES INC75,00075,600+6001,1701,7820.11%+612
FLEXSTEEL INDS INC060,000+60,00002,1620.13%+2,162
TAYLOR DEVICES INC48,86450,000+1,1361,5772,1700.13%+593
ROYCE MICRO-CAP TR INC0616,718+616,71805,7050.35%+5,705
NVE CORP055,055+55,05504,0530.25%+4,053
GREEN BRICK PARTNERS INC(GRBK)389,910369,920-19,99022,73623,2611.43%+525
ACCESS NEWSWIRE INC125,000128,300+3,3001,1041,5780.10%+474
NORTHEAST BK PORTLAND ME
COM
10,70015,050+4,3509791,3390.08%+360
WASTE MGMT INC DEL(WM)42,81144,807+1,9969,91110,2530.63%+342
ETSY INC(ETSY)102,005102,635+6304,8135,1480.32%+336
KKR & CO INC(KKR)58,59559,840+1,2452,8953,2070.20%+313
JEFFERIES FINL GROUP INC(JEF)05,275+5,27502880.02%+288
SS&C TECHNOLOGIES HLDGS INC(SSNC)114,572119,065+4,4939,5709,8590.61%+288
TALEN ENERGY CORP(TLN)0930+93002700.02%+270
FIRST TR HIGH YIELD OPPRT 20555,898558,705+2,8078,0338,2970.51%+264
ALEXANDER & BALDWIN INC NEW251,390257,451+6,0614,3314,5900.28%+259
MAMAS CREATIONS INC130,000130,00008461,0790.07%+233
KYNDRYL HLDGS INC(KD)05,325+5,32502230.01%+223
MATCH GROUP INC NEW(MTCH)314,094323,636+9,5429,8009,9970.61%+197
ISHARES TR4,6144,675+611,4661,6410.10%+175
KARAT PACKAGING INC(KRT)53,50056,000+2,5001,4221,5770.10%+155
BRIGHTSPIRE CAPITAL INC02,051,924+2,051,924010,3620.64%+10,362
ASTRONOVA INC0250,900+250,90002,9080.18%+2,908
WESTERN ASSET HIGH YIELD DEF806,469806,46909,5499,6620.59%+113
VANGUARD INDEX FDS1,1521,608+4562153140.02%+99
HERITAGE GLOBAL INC2,454,4672,454,053-4145,3515,4480.34%+97
VANGUARD INDEX FDS412689+2771132090.01%+96
EPSILON ENERGY LTD211,200211,20001,4911,5590.10%+68
FIRST FNDTN INC
COM
15,79027,960+12,170821430.01%+61
TELADOC HEALTH INC(TDOC)0004,6094,6650.29%+56
PLUMAS BANCORP43,94043,94001,9011,9540.12%+52
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