Fund Holdings — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Total Portfolio Value
$1.83B
Total Bought
$163.79M
Total Sold
$215.60M
Net Transaction
-$51.81M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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UNIVERSAL TECHNICAL INST INC(UTI)1,177,0001,593,283+416,28319,13840,9632.24%+21,825
IQVIA HLDGS INC(IQV)058,974+58,974011,5890.63%+11,589
TECHTARGET INC(TTGT)0465,983+465,98309,2360.50%+9,236
STONEX GROUP INC(SNEX)815,611775,777-39,83466,78276,0034.15%+9,221
SILA REALTY TRUST INC558,366929,634+371,26814,12122,6091.23%+8,488
RESEARCH SOLUTIONS INC(RSSS)703,1762,330,120+1,626,9441,9209,6700.53%+7,750
FIRST INTST BANCSYSTEM INC(FIBK)0235,060+235,06007,6320.42%+7,632
BOEING CO0105,335+105,33506,4140.35%+6,414
MIMEDX GROUP INC(MDXG)1,747,5241,726,264-21,26010,32816,6070.91%+6,279
VIANT TECHNOLOGY INC(DSP)676,422722,445+46,0237,48813,7190.75%+6,231
WAYFAIR INC(W)00005,3580.29%+5,358
BLACKSTONE MTG TR INC(BXMT)0307,615+307,61505,3560.29%+5,356
RENTOKIL INITIAL PLC(RTO)366,710568,036+201,3269,14214,3830.79%+5,241
A10 NETWORKS INC1,341,8241,335,279-6,54519,37624,5691.34%+5,193
LIQUIDITY SVCS INC(LQDT)479,020498,358+19,33810,92216,0920.88%+5,170
VITESSE ENERGY INC(VTS)950,7691,111,862+161,09322,83727,7971.52%+4,959
ARCHER DANIELS MIDLAND CO090,623+90,62304,5780.25%+4,578
TELADOC HEALTH INC(TDOC)00004,4320.24%+4,432
GAMBLING COM GROUP LIMITED
ORDINARY SHARES
932,900953,280+20,3809,34813,4220.73%+4,075
CLIMB GLOBAL SOLUTIONS INC(CLMB)200,519188,459-12,06019,96023,8871.30%+3,928
LAUREATE EDUCATION INC(LAUR)1,321,8881,415,197+93,30921,95725,8841.41%+3,927
TACTILE SYS TECHNOLOGY INC(TCMD)0210,000+210,00003,5970.20%+3,597
LENDINGTREE INC(TREE)00003,4730.19%+3,473
ALPHABET INC(GOOG)136,692135,519-1,17322,67025,6541.40%+2,983
NPK INTERNATIONAL INC(NPKI)1,407,1001,653,000+245,9009,75112,6790.69%+2,927
ULTA BEAUTY INC(ULTA)22,57826,628+4,0508,78611,5810.63%+2,796
KINDER MORGAN INC DEL(KMI)539,183533,041-6,14211,91114,6050.80%+2,695
KKR & CO INC(KKR)165,879163,890-1,98921,66024,2411.32%+2,580
FISERV INC(FISV)109,259107,874-1,38519,62822,1591.21%+2,531
LINCOLN EDL SVCS CORP(LINC)923,800856,800-67,00011,03013,5550.74%+2,524
DOCGO INC(DCGO)1,667,0061,875,907+208,9015,5347,9540.43%+2,419
AMERICAN COASTAL INS CORP(ACIC)448,298551,347+103,0495,0527,4210.41%+2,369
AGILYSYS INC(AGYS)99,64099,960+32010,85813,1660.72%+2,308
AVID BIOSERVICES INC2,933,5332,884,154-49,37933,38435,6191.94%+2,236
LADDER CAP CORP(LADR)427,332619,358+192,0264,9576,9310.38%+1,974
BRIGHTSPIRE CAPITAL INC(BRSP)1,897,3732,227,213+329,84010,62512,5610.69%+1,936
DISNEY WALT CO(DIS)129,042127,979-1,06312,41314,2510.78%+1,838
PIMCO DYNAMIC INCOME STRATEG(PDX)1,339,6691,274,792-64,87731,60333,3101.82%+1,708
INFUSYSTEM HLDGS INC(INFU)959,656959,65606,4308,1090.44%+1,679
HACKETT GROUP INC(HCKT)408,711404,106-4,60510,73712,4140.68%+1,677
ARHAUS INC(ARHS)663,8661,045,664+381,7988,1729,8290.54%+1,657
JPMORGAN CHASE & CO.(JPM)58,13057,370-76012,25713,7520.75%+1,495
POTBELLY CORP1,290,3551,287,355-3,00010,76212,1270.66%+1,365
SELECT WATER SOLUTIONS INC(WTTR)2,310,3162,037,334-272,98225,71426,9741.47%+1,260
GRAHAM CORP(GHM)75,10676,255+1,1492,2223,3910.19%+1,169
PHX MINERALS INC2,549,2932,443,884-105,4098,6179,7760.53%+1,159
ALLIENT INC215,000208,000-7,0004,0835,0500.28%+967
PRO-DEX INC COLO(PDEX)68,00064,000-4,0002,0302,9920.16%+962
VIEMED HEALTHCARE INC(VMD)796,025845,651+49,6265,8356,7820.37%+947
TIDEWATER INC NEW(TDW)233,798321,987+88,18916,78417,6160.96%+832
BLACKSTONE SECD LENDING FD(BXSL)269,961269,781-1807,9078,7170.48%+809
SPROUTS FMRS MKT INC(SFM)326,534289,737-36,79736,05336,8172.01%+764
KENNEDY-WILSON HOLDINGS INC1,071,0051,258,503+187,49811,83512,5720.69%+738
CAVCO INDS INC DEL(CVCO)42,01241,889-12317,99118,6921.02%+701
VANGUARD INDEX FDS1231,173+1,050656320.03%+567
ARTISAN PARTNERS ASSET MGMT(APAM)012,622+12,62205430.03%+543
HEALTHSTREAM INC(HSTM)860,709794,694-66,01524,82325,2711.38%+448
COLUMBUS MCKINNON CORP N Y(CMCO)429,038425,963-3,07515,44515,8630.87%+418
HCI GROUP INC16,23818,291+2,0531,7382,1310.12%+393
ALAMO GROUP INC70,63570,503-13212,72413,1070.72%+384
ISHARES TR3,7874,722+9351,2371,5780.09%+341
HERITAGE GLOBAL INC2,521,3352,501,000-20,3354,2864,6270.25%+341
PLUMAS BANCORP(PLBC)43,94043,94001,7922,0770.11%+285
ELECTROMED INC(ELMD)360,244270,795-89,4497,7348,0020.44%+268
NORTHERN TECHNOLOGIES INTL C(NTIC)249,857247,376-2,4813,0713,3370.18%+266
NVE CORP(NVEC)91,10092,475+1,3757,2767,5300.41%+254
INNOVATIVE SOLUTIONS & SUPPO(IA)125,000125,00008151,0680.06%+253
COASTAL FINL CORP WA(CCB)56,70039,000-17,7003,0613,3110.18%+250
KARAT PACKAGING INC(KRT)53,50053,50001,3851,6190.09%+234
180 DEGREE CAP CORP714,156714,15602,4102,6210.14%+211
DIAMOND HILL INVT GROUP INC
COM NEW
65,00068,940+3,94010,50510,6930.58%+188
ROYCE MICRO-CAP TR INC(RMT)1,086,4641,086,335-12910,44110,5920.58%+151
NORTHEAST BK PORTLAND ME
COM
11,55011,050-5008911,0140.06%+123
SS&C TECHNOLOGIES HLDGS INC(SSNC)116,628115,462-1,1668,6558,7500.48%+95
FIRST FNDTN INC
COM
014,250+14,2500880.00%+88
SILVERCREST ASSET MGMT GROUP(SAMG)453,500429,880-23,6207,8187,9050.43%+87
MAMAS CREATIONS INC(MAMA)130,000130,00009491,0350.06%+86
ALPS ETF TR
ALERIAN MLP
174,847172,785-2,0628,2418,3210.45%+81
BRIGHTVIEW HLDGS INC(BV)1,077,2501,065,356-11,89416,95617,0350.93%+79
ISHARES TR140490+350311080.01%+77
DEERE & CO(DE)22,54922,374-1759,4109,4800.52%+70
CLARIVATE PLC(CLVT)010,820+10,8200550.00%+55
GREENLIGHT CAPITAL RE LTD(GLRE)654,580640,081-14,4998,9358,9610.49%+26
VANGUARD INDEX FDS290324+3482940.01%+12
ISHARES TR
CORE MSCI EAFE
057+57040.00%+4
ISHARES TR354354044460.00%+3
ISHARES TR2324+113140.00%+1
VANGUARD INDEX FDS000000.00%-0
ISHARES TR15150330.00%-0
ISHARES TR78780660.00%-0
ISHARES TR75750990.00%-0
ISHARES TR37370440.00%-0
ISHARES TR605605061590.00%-3
FLEXSTEEL INDS INC(FLXS)82,00066,685-15,3153,6323,6240.20%-8
FIRST WESTN FINL INC(MYFW)347,915355,475+7,5606,9586,9500.38%-9
ISHARES TR275190-8533230.00%-10
VANGUARD INDEX FDS1,2831,212-712582400.01%-18
ISHARES TR1450-145180—-18
ARCOSA INC359,335351,745-7,59034,05134,0281.86%-23
INTEVAC INC238,500228,000-10,5008117750.04%-36
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PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. — 13F Holdings — Q4 2024 | TickerTrail