PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 13F holdings
CIK 12389902026Q2
| Positions | 164 |
|---|
| Reported value | $2.0bn |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 164 (+1 vs prior quarter) |
|---|
| Reported value | $2.0bn (+16.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNEX STONEX GROUP INC | 694,090 | $82.2m | 4.1% |
| ACA ARCOSA INC | 347,540 | $50.5m | 2.5% |
| UTI UNIVERSAL TECHNICAL INST INC | 1,096,078 | $46.9m | 2.3% |
| LAUR LAUREATE ED INC | 1,240,072 | $45.0m | 2.2% |
| ATEN A10 NETWORKS INC | 1,188,747 | $44.4m | 2.2% |
| MRVL MARVELL TECHNOLOGY INC | 140,873 | $42.0m | 2.1% |
| ENVA ENOVA INTL INC | 162,629 | $39.1m | 1.9% |
| RDNT RADNET INC | 633,272 | $39.1m | 1.9% |
| GOOGL ALPHABET INC | 107,628 | $38.5m | 1.9% |
| LQDT LIQUIDITY SVCS INC | 954,735 | $37.3m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1238990")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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