Fund Holdings — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Total Portfolio Value
$1.73B
Total Bought
$220.80M
Total Sold
$146.29M
Net Transaction
+$74.51M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ENOVA INTL INC(ENVA)096,452+96,452011,1010.64%+11,101
RADNET INC(RDNT)697,275649,378-47,89739,68249,4892.87%+9,807
LENDINGTREE INC NEW(TREE)344,583347,654+3,07112,77422,5041.30%+9,730
LIQUIDITY SVCS INC(LQDT)654,868909,743+254,87515,44824,9541.45%+9,506
UNITEDHEALTH GROUP INC(UNH)026,572+26,57209,1750.53%+9,175
APOLLO GLOBAL MGMT INC(APO)066,756+66,75608,8970.52%+8,897
ALPHABET INC(GOOG)138,189134,083-4,10624,35332,5961.89%+8,243
LEGALZOOM COM INC(LZ)1,590,9702,126,260+535,29014,17622,0711.28%+7,895
CAVCO INDS INC DEL(CVCO)42,67542,686+1118,53924,7891.44%+6,250
ALEXANDRIA REAL ESTATE EQ IN072,480+72,48006,0400.35%+6,040
VITESSE ENERGY INC(VTS)1,079,8001,272,995+193,19523,85329,5721.71%+5,719
NPK INTERNATIONAL INC(NPKI)1,867,3721,894,726+27,35415,89121,4291.24%+5,538
STONEX GROUP INC(SNEX)726,426710,853-15,57366,20671,7394.16%+5,533
LAUREATE EDUCATION INC(LAUR)1,501,7641,285,802-215,96235,11140,5542.35%+5,443
IDAHO STRATEGIC RESOURCES(IDR)182,557209,655+27,0982,3887,0840.41%+4,696
PAR PAC HOLDINGS INC(PARR)791,675713,430-78,24521,00325,2701.46%+4,267
BCP INVESTMENT CORPORATION(BCIC)0365,149+365,14904,2100.24%+4,210
I3 VERTICALS INC(IIIV)766,643777,477+10,83421,06725,2371.46%+4,170
ADDUS HOMECARE CORP111,300143,655+32,35512,82116,9500.98%+4,129
SELECT WATER SOLUTIONS INC(WTTR)1,779,6001,782,526+2,92615,37619,0551.10%+3,679
CLIMB GLOBAL SOLUTIONS INC(CLMB)128,340128,340013,72117,3051.00%+3,585
HILLMAN SOLUTIONS CORP(HLMN)1,742,3891,743,304+91512,44116,0040.93%+3,563
NORTHRIM BANCORP INC(NRIM)19,827247,496+227,6691,8495,3610.31%+3,512
PAYSIGN INC(PAYS)0552,735+552,73503,4770.20%+3,477
PRICESMART INC(PSMT)151,201159,681+8,48015,88219,3521.12%+3,470
UNIVERSAL TECHNICAL INST INC(UTI)1,016,1601,162,277+146,11734,43837,8322.19%+3,394
CARRIAGE SVCS INC(CSV)132,695211,425+78,7306,0699,4170.55%+3,347
AMERICAN PUB ED INC(APEI)145,178195,316+50,1384,4227,7090.45%+3,287
MADDEN STEVEN LTD(SHOO)330,429331,551+1,1227,92411,1000.64%+3,177
MOUNT LOGAN CAP INC0405,343+405,34303,1620.18%+3,162
FIRST INTST BANCSYSTEM INC(FIBK)693,685724,155+30,47019,99223,0791.34%+3,087
GREEN BRICK PARTNERS INC(GRBK)369,920354,901-15,01923,26126,2131.52%+2,952
INFUSYSTEM HLDGS INC(INFU)878,500809,750-68,7505,4828,3890.49%+2,907
IQVIA HLDGS INC(IQV)87,16687,418+25213,73616,6040.96%+2,868
SAN JUAN BASIN RTY TR(SJT)0443,701+443,70102,6800.16%+2,680
ULTA BEAUTY INC(ULTA)32,88832,950+6215,38618,0151.04%+2,630
TIDEWATER INC NEW(TDW)339,672342,081+2,40915,66918,2431.06%+2,574
ARCOSA INC363,796363,595-20131,54534,0731.98%+2,528
RESEARCH SOLUTIONS INC(RSSS)2,418,1002,499,310+81,2106,9409,3220.54%+2,382
BRIGHTSPIRE CAPITAL INC(BRSP)2,051,9242,335,970+284,04610,36212,6840.74%+2,322
LEGACY HOUSING CORP(LEGH)419,520429,110+9,5909,50611,8050.68%+2,298
ARHAUS INC(ARHS)1,079,3911,091,153+11,7629,35811,5990.67%+2,241
CHAMPION HOMES INC(SKY)165,404164,045-1,35910,35612,5280.73%+2,172
THERMO FISHER SCIENTIFIC INC(TMO)27,14027,129-1111,00413,1580.76%+2,154
GLOBAL SHIP LEASE INC NEW
COM CL A
1,202,6871,097,441-105,24631,64333,6911.95%+2,049
SIRIUSPOINT LTD(SPNT)736,248941,379+205,13115,01217,0300.99%+2,017
MIMEDX GROUP INC(MDXG)1,973,9322,005,014+31,08212,06113,9950.81%+1,934
JOHNSON & JOHNSON(JNJ)55,94255,892-508,54510,3630.60%+1,818
SILA REALTY TRUST INC1,133,6721,135,388+1,71626,83428,4981.65%+1,664
AMERICAN COASTAL INS CORP(ACIC)596,329723,900+127,5716,6318,2450.48%+1,614
NVE CORP(NVEC)55,05586,690+31,6354,0535,6580.33%+1,606
MATCH GROUP INC NEW(MTCH)323,636322,558-1,0789,99711,3930.66%+1,396
RF INDS LTD(RFIL)810,859803,059-7,8005,2466,6090.38%+1,363
CLEARFIELD INC(CLFD)177,000262,610+85,6107,6849,0290.52%+1,345
CIVITAS RESOURCES INC257,882259,248+1,3667,0978,4260.49%+1,329
FLEXSTEEL INDS INC(FLXS)60,00073,502+13,5022,1623,4070.20%+1,245
IRADIMED CORP(IRMD)017,000+17,00001,2100.07%+1,210
DOUGLAS DYNAMICS INC(PLOW)612,631614,815+2,18418,05419,2191.11%+1,165
TACTILE SYS TECHNOLOGY INC(TCMD)365,000346,125-18,8753,7014,7900.28%+1,089
INNOVATIVE SOLUTIONS & SUPPO(IA)210,000306,695+96,6952,9153,8310.22%+916
BRIDGEWATER BANCSHARES INC(BWB)424,000433,960+9,9606,7467,6380.44%+892
RCM TECHNOLOGIES INC(RCMT)75,60097,206+21,6061,7822,5810.15%+799
MICROSOFT CORP(MSFT)36,63136,680+4918,22118,9981.10%+778
PLUMAS BANCORP(PLBC)43,94062,535+18,5951,9542,6980.16%+744
RENTOKIL INITIAL PLC(RTO)597,610597,185-42514,34315,0790.87%+736
SS&C TECHNOLOGIES HLDGS INC(SSNC)119,065119,331+2669,85910,5920.61%+733
ELECTROMED INC(ELMD)163,594175,520+11,9263,5974,3090.25%+712
ROYCE MICRO-CAP TR INC(RMT)616,718616,71805,7056,4080.37%+703
MAMAS CREATIONS INC(MAMA)130,000165,000+35,0001,0791,7340.10%+655
BUILDERS FIRSTSOURCE INC(BLDR)127,838127,659-17914,91715,4790.90%+561
BERKSHIRE HATHAWAY INC DEL30,74630,810+6414,93515,4890.90%+554
BLACKSTONE MTG TR INC(BXMT)430,155479,793+49,6388,2808,8330.51%+553
HCI GROUP INC12,00012,280+2801,8262,3570.14%+531
KEWAUNEE SCIENTIFIC CORP(KEQU)43,30070,085+26,7852,5422,9890.17%+447
NATURES SUNSHINE PRODS INC(NATR)300,000312,000+12,0004,4374,8420.28%+405
TAYLOR DEVICES INC(TAYD)50,00051,325+1,3252,1702,5180.15%+348
VIEMED HEALTHCARE INC(VMD)613,000671,360+58,3604,2364,5590.26%+323
OPTEX SYS HLDGS INC(OPXS)331,495319,863-11,6323,8094,1230.24%+314
ALLIENT INC102,00089,500-12,5003,7044,0050.23%+302
DUKE ENERGY CORP NEW(DUK)47,42247,448+265,5965,8720.34%+276
GRAND CANYON ED INC(LOPE)01,105+1,10502430.01%+243
ISHARES TR4,6754,927+2521,6411,8670.11%+226
BOEING CO105,990106,235+2457,2077,3910.43%+183
PRO-DEX INC COLO(PDEX)34,20048,608+14,4081,4921,6450.10%+153
ALEXANDER & BALDWIN INC NEW257,451260,449+2,9984,5904,7380.27%+147
NORTHEAST BK PORTLAND ME
COM
15,05014,835-2151,3391,4860.09%+147
BUNGE GLOBAL SA(BG)188,970188,110-86015,17115,2840.89%+113
TALEN ENERGY CORP(TLN)930860-702703660.02%+95
GRAHAM CORP(GHM)73,25567,755-5,5003,6273,7200.22%+93
FIRST WESTN FINL INC(MYFW)314,737311,502-3,2357,1007,1720.42%+72
JEFFERIES FINL GROUP INC(JEF)5,2755,495+2202883590.02%+71
LADDER CAP CORP(LADR)421,618421,594-244,5324,6000.27%+67
PIMCO DYNAMIC INCOME STRATEG(PDX)1,071,5471,061,415-10,13226,41426,4611.53%+47
CIVEO CORP CDA(CVEO)273,470275,585+2,1156,3146,3380.37%+24
ISHARES TR140185+4530450.00%+15
EPSILON ENERGY LTD(EPSN)211,200311,905+100,7051,5591,5720.09%+13
ISHARES TR366367+147550.00%+8
FIRST FNDTN INC
COM
27,96026,375-1,5851431470.01%+4
TELADOC HEALTH INC(TDOC)0004,6654,6670.27%+2
ISHARES TR190190024260.00%+2
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PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. — 13F Holdings — Q3 2025 | TickerTrail