Fund HoldingsPUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Total Portfolio Value
$1.71B
Total Bought
$180.20M
Total Sold
$135.76M
Net Transaction
+$44.44M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ELLINGTON FINANCIAL INC(EFC)01,602,853+1,602,853020,3721.19%+20,372
BLUELINX HLDGS INC0438,760+438,760049,7162.91%+49,716
STONEX GROUP INC(SNEX)538,621829,425+290,80452,20361,2363.58%+9,033
TIDEWATER INC NEW(TDW)0123,150+123,15008,8800.52%+8,880
BUNGE GLOBAL SA(BG)081,870+81,87008,2650.48%+8,265
GREEN BRICK PARTNERS INC(GRBK)0464,774+464,774024,1401.41%+24,140
VERRA MOBILITY CORP1,009,7471,021,666+11,91918,88223,5291.38%+4,647
PHX MINERALS INC1,161,0452,745,884+1,584,8394,2268,8420.52%+4,616
HEALTHSTREAM INC(HSTM)0841,902+841,902022,7571.33%+22,757
UNIVERSAL TECHNICAL INST INC(UTI)1,322,3601,237,360-85,00011,08115,4920.91%+4,410
KKR & CO INC(KKR)201,341202,185+84412,40316,7510.98%+4,348
ARCOSA INC0338,607+338,607027,9831.64%+27,983
LEGACY HOUSING CORP0614,033+614,033015,4860.91%+15,486
POTBELLY CORP01,321,360+1,321,360013,7690.81%+13,769
HILLMAN SOLUTIONS CORP(HLMN)01,681,762+1,681,762015,4890.91%+15,489
SPROUTS FMRS MKT INC(SFM)584,458589,654+5,19625,01528,3681.66%+3,353
RADNET INC(RDNT)0939,264+939,264032,6581.91%+32,658
MICROSOFT CORP(MSFT)051,020+51,020019,1851.12%+19,185
CSW INDUSTRIALS INC(CSW)087,444+87,444018,1371.06%+18,137
HARVARD BIOSCIENCE INC02,918,034+2,918,034015,6110.91%+15,611
EQUITY COMWLTH0161,920+161,92003,1090.18%+3,109
GLOBAL SHIP LEASE INC NEW
COM CL A
01,920,752+1,920,752038,0692.23%+38,069
GREENLIGHT CAPITAL RE LTD445,140678,775+233,6354,7817,7520.45%+2,971
ROYCE VALUE TR INC(RVT)0243,488+243,48803,5450.21%+3,545
ALAMO GROUP INC068,485+68,485014,3950.84%+14,395
EASTERLY GOVT PPTYS INC(DEA)262,077422,812+160,7352,9965,6830.33%+2,687
U HAUL HOLDING COMPANY158,836154,853-3,9838,32110,9080.64%+2,586
DLH HLDGS CORP578,793586,100+7,3076,7559,2310.54%+2,477
ENSTAR GROUP LIMITED045,270+45,270013,3250.78%+13,325
ROYCE MICRO-CAP TR INC929,7851,097,786+168,0017,69910,1440.59%+2,445
CINTAS CORP(CTAS)020,074+20,074012,0980.71%+12,098
BUILDERS FIRSTSOURCE INC(BLDR)0113,271+113,271018,9101.11%+18,910
AGILYSYS INC(AGYS)0127,555+127,555010,8190.63%+10,819
PERFORMANT FINL CORP02,661,700+2,661,70008,3180.49%+8,318
SILVERCREST ASSET MGMT GROUP0408,064+408,06406,9370.41%+6,937
TARGET CORP(TGT)064,516+64,51609,1880.54%+9,188
FISERV INC(FISV)0104,671+104,671013,9040.81%+13,904
CAVCO INDS INC DEL(CVCO)23,64423,932+2886,2818,2950.49%+2,014
BRIDGEWATER BANCSHARES INC654,300606,300-48,0006,2038,1970.48%+1,994
MADDEN STEVEN LTD(SHOO)0195,554+195,55408,2130.48%+8,213
VANGUARD INDEX FDS5,7259,670+3,9452,2484,2240.25%+1,975
BRUNSWICK CORP(BC)0117,972+117,972011,4140.67%+11,414
JPMORGAN CHASE & CO(JPM)77,43077,373-5711,22913,1610.77%+1,932
ASTRONOVA INC0495,951+495,95108,0640.47%+8,064
GAMBLING COM GROUP LIMITED
ORDINARY SHARES
473,525824,318+350,7936,1948,0370.47%+1,843
VIEMED HEALTHCARE INC0668,917+668,91705,2510.31%+5,251
DISTRIBUTION SOLUTIONS GRP I(DSGR)0354,026+354,026011,1730.65%+11,173
AMERIPRISE FINL INC(AMP)034,622+34,622013,1500.77%+13,150
ARHAUS INC(ARHS)646,890654,138+7,2486,0167,7520.45%+1,735
NUVEEN PFD & INCOME TERM FD386,240454,664+68,4246,6328,3110.49%+1,680
CLIMB GLOBAL SOLUTIONS INC168,966162,968-5,9987,2678,9360.52%+1,668
QUIPT HOME MEDICAL CORP0582,574+582,57402,9650.17%+2,965
REPUBLIC SVCS INC(RSG)072,181+72,181011,9030.70%+11,903
ALPHABET INC(GOOG)113,984117,988+4,00414,91616,4820.96%+1,566
ACCENTURE PLC IRELAND
SHS CLASS A
035,166+35,166012,3400.72%+12,340
DIAMOND HILL INVT GROUP INC
COM NEW
24,50034,304+9,8044,1305,6800.33%+1,550
WASTE MGMT INC DEL(WM)054,936+54,93609,8390.58%+9,839
TECHTARGET INC0234,858+234,85808,1870.48%+8,187
COLUMBUS MCKINNON CORP N Y0314,121+314,121012,2570.72%+12,257
DISNEY WALT CO(DIS)118,504121,196+2,6929,60510,9430.64%+1,338
BRIGHTSPIRE CAPITAL INC72,350237,515+165,1654531,7670.10%+1,314
ETSY INC(ETSY)076,134+76,13406,1710.36%+6,171
TILE SHOP HLDGS INC835,796798,200-37,5964,5895,8750.34%+1,286
AVIAT NETWORKS INC0512,360+512,360016,7340.98%+16,734
CIVEO CORP CDA317,823340,974+23,1516,5887,7910.46%+1,203
TRANSCAT INC(TRNS)0102,472+102,472011,2030.66%+11,203
ADDUS HOMECARE CORP0139,667+139,667012,9680.76%+12,968
LIQUIDITY SVCS INC(LQDT)357,500432,020+74,5206,2997,4350.43%+1,136
TAYLOR DEVICES INC051,205+51,20501,1330.07%+1,133
SKYLINE CHAMPION CORPORATION(SKY)100,022100,621+5996,3737,4720.44%+1,099
OPTEX SYS HLDGS INC455,183438,683-16,5001,8912,8750.17%+984
LINCOLN EDL SVCS CORP(LINC)546,800556,800+10,0004,6205,5900.33%+970
LOGAN RIDGE FINANCE CORP209,582232,240+22,6584,3495,2510.31%+902
VANGUARD INDEX FDS5,1889,607+4,4198271,7290.10%+902
MATCH GROUP INC NEW(MTCH)0288,864+288,864010,5440.62%+10,544
UNITEDHEALTH GROUP INC(UNH)38,82138,821019,57320,4381.19%+865
CAPITAL SOUTHWEST CORP(CSWC)773,561781,986+8,42517,71518,5331.08%+819
GRAHAM CORP(GHM)042,900+42,90008140.05%+814
SS&C TECHNOLOGIES HLDGS INC(SSNC)0122,081+122,08107,4600.44%+7,460
INFUSYSTEM HLDGS INC939,918935,271-4,6479,0619,8580.58%+797
ELEVANCE HEALTH INC(ELV)024,002+24,002011,3180.66%+11,318
VITESSE ENERGY INC498,619552,290+53,67111,41312,0900.71%+676
CVS HEALTH CORP(CVS)84,87783,463-1,4145,9266,5900.39%+664
KINDER MORGAN INC DEL(KMI)0564,871+564,87109,9640.58%+9,964
FRANKLIN COVEY CO(FC)0608,075+608,075026,4701.55%+26,470
DOCGO INC02,053,920+2,053,920011,4810.67%+11,481
WESTERN ASSET HIGH YIELD DEF911,743909,386-2,35710,47610,9940.64%+519
LUNA INNOVATIONS INC01,176,890+1,176,89007,8260.46%+7,826
ISHARES TR01,838+1,83805030.03%+503
OAKTREE SPECIALTY LENDING CO(OCSL)785,584798,323+12,73915,80616,3020.95%+496
PLUMAS BANCORP38,25342,910+4,6571,3061,7740.10%+468
UFP TECHNOLOGIES INC(UFPT)044,000+44,00007,5700.44%+7,570
WESTERN ASSET GLOBAL CORP DE(GDO)0736,261+736,26109,4020.55%+9,402
DEERE & CO(DE)023,876+23,87609,5470.56%+9,547
ISHARES TR755,038+4,96363900.02%+384
PIMCO DYNAMIC INCOME STRATEG(PDX)1,097,1991,081,128-16,07121,75722,1421.29%+384
NVE CORP098,400+98,40007,7180.45%+7,718
CARRIER GLOBAL CORPORATION(CARR)142,709143,388+6797,8788,2380.48%+360
ISHARES TR042,791+42,79107,4410.44%+7,441
MAMAS CREATIONS INC070,000+70,00003440.02%+344
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