PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001238990 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 7, 2014

Total Value ($000): $742,422 (100.0% shares, 0.0% debt)

Holdings (174)

PZENA INVESTMENT MGMT INC 2.2%
Value ($000) $16,458 Shares 1,399,484 Est. Cost $6.54 Unrealized
IVW ISHARES 2.0%
Value ($000) $14,808 Shares 149,952 Est. Cost $84.01 Unrealized
FC FRANKLIN COVEY CO 1.9%
Value ($000) $13,819 Shares 695,120 Est. Cost $14.45 Unrealized +34.8%
DESTINATION XL GROUP INC 1.6%
Value ($000) $12,224 Shares 1,869,130 Est. Cost $6.36 Unrealized
CARMIKE CINEMAS INC 1.6%
Value ($000) $12,165 Shares 436,950 Est. Cost $19.98 Unrealized
NAUTILUS INC 1.5%
Value ($000) $11,293 Shares 1,339,675 Est. Cost $8.17 Unrealized
NATURAL GAS SERVICES GROUP 1.5%
Value ($000) $10,903 Shares 395,456 Est. Cost $23.98 Unrealized
ALTISOURCE PORTFOLIO SOLNS S 1.4%
Value ($000) $10,390 Shares 65,495 Est. Cost $95.59 Unrealized
INTL FCSTONE INC 1.4%
Value ($000) $10,256 Shares 554,637 Est. Cost $17.55 Unrealized
HOME LN SERVICING SOLUTIONS 1.3%
Value ($000) $9,784 Shares 425,932 Est. Cost $23.72 Unrealized
FIVE STAR QUALITY CARE INC 1.3%
Value ($000) $9,759 Shares 1,777,685 Est. Cost $5.53 Unrealized
LAD LITHIA MTRS INC 1.3%
Value ($000) $9,706 Shares 139,812 Est. Cost $52.40 Unrealized +28.1%
ASCENT CAP GROUP INC 1.3%
Value ($000) $9,549 Shares 111,605 Est. Cost $79.05 Unrealized
CALY CALLAWAY GOLF CO 1.2%
Value ($000) $9,112 Shares 1,080,875 Est. Cost $7.01 Unrealized +10.8%
ROUSE PPTYS INC 1.2%
Value ($000) $9,016 Shares 406,294 Est. Cost $20.67 Unrealized
ROCKVILLE FINL INC NEW 1.2%
Value ($000) $8,700 Shares 612,240 Est. Cost $13.28 Unrealized
TGC INDS INC 1.2%
Value ($000) $8,635 Shares 1,182,904 Est. Cost $8.08 Unrealized
USA MOBILITY INC 1.1%
Value ($000) $8,511 Shares 596,001 Est. Cost $13.65 Unrealized
JJSF J & J SNACK FOODS CORP 1.1%
Value ($000) $8,008 Shares 90,394 Est. Cost $62.93 Unrealized +10.0%
MADISON CVRED CALL & EQ STR 1.1%
Value ($000) $7,982 Shares 977,010 Est. Cost $7.94 Unrealized
U S PHYSICAL THERAPY INC 1.1%
Value ($000) $7,884 Shares 223,592 Est. Cost $28.55 Unrealized
JOURNAL COMMUNICATIONS INC 1.1%
Value ($000) $7,861 Shares 844,371 Est. Cost $8.00 Unrealized
ACTUATE CORP 1.0%
Value ($000) $7,795 Shares 1,011,005 Est. Cost $6.73 Unrealized
SYNERON MEDICAL LTD 1.0%
Value ($000) $7,694 Shares 625,567 Est. Cost $9.00 Unrealized
DATAWATCH CORP 1.0%
Value ($000) $7,177 Shares 211,040 Est. Cost $18.04 Unrealized
WHG WESTWOOD HLDGS GROUP INC 1.0%
Value ($000) $7,118 Shares 114,975 Est. Cost $44.48 Unrealized +22.5%
TRUEBLUE INC 1.0%
Value ($000) $7,107 Shares 275,683 Est. Cost $21.64 Unrealized
SSP SCRIPPS E W CO OHIO 0.9%
Value ($000) $6,922 Shares 318,713 Est. Cost $10.25 Unrealized +26.5%
DOUGLAS DYNAMICS INC 0.9%
Value ($000) $6,875 Shares 408,760 Est. Cost $13.37 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.9%
Value ($000) $6,795 Shares 329,850 Est. Cost $18.95 Unrealized
BLACKROCK INTL GRWTH & INC T 0.9%
Value ($000) $6,714 Shares 825,809 Est. Cost $7.39 Unrealized
RIGNET INC 0.9%
Value ($000) $6,653 Shares 138,810 Est. Cost $29.41 Unrealized
GDL FUND 0.9%
Value ($000) $6,543 Shares 593,771 Est. Cost $11.41 Unrealized
HCKT HACKETT GROUP INC 0.8%
Value ($000) $6,219 Shares 1,001,430 Est. Cost $5.05 Unrealized +27.6%
MONOTYPE IMAGING HOLDINGS IN 0.8%
Value ($000) $6,206 Shares 194,788 Est. Cost $26.31 Unrealized
GABELLI DIVD & INCOME TR 0.8%
Value ($000) $6,136 Shares 276,770 Est. Cost $19.31 Unrealized
NUVEEN BUILD AMER BD FD 0.8%
Value ($000) $6,104 Shares 331,040 Est. Cost $18.70 Unrealized
HONG KONG TELEVISION NETWK L 0.8%
Value ($000) $5,808 Shares 643,847 Est. Cost $6.55 Unrealized
DATALINK CORP 0.8%
Value ($000) $5,622 Shares 515,780 Est. Cost $10.66 Unrealized
CENTURYLINK INC 0.8%
Value ($000) $5,618 Shares 176,377 Est. Cost $34.98 Unrealized
ENSTAR GROUP LIMITED 0.7%
Value ($000) $5,531 Shares 39,817 Est. Cost $133.94 Unrealized
GENTHERM INC 0.7%
Value ($000) $5,492 Shares 204,840 Est. Cost $20.12 Unrealized
MATERIAL SCIENCES CORP 0.7%
Value ($000) $5,449 Shares 461,421 Est. Cost $10.06 Unrealized
A H BELO CORP 0.7%
Value ($000) $5,436 Shares 727,700 Est. Cost $6.96 Unrealized
MAGELLAN HEALTH SVCS INC 0.7%
Value ($000) $5,387 Shares 89,915 Est. Cost $56.57 Unrealized
SHOO MADDEN STEVEN LTD 0.7%
Value ($000) $5,370 Shares 146,751 Est. Cost $19.27 Unrealized +9.0%
INVENTURE FOODS INC 0.7%
Value ($000) $5,194 Shares 391,700 Est. Cost $8.36 Unrealized
PLAB PHOTRONICS INC 0.7%
Value ($000) $5,182 Shares 573,853 Est. Cost $7.60 Unrealized +11.0%
CLOUGH GLOBAL EQUITY FD 0.7%
Value ($000) $5,071 Shares 322,770 Est. Cost $14.99 Unrealized
AMERIPRISE FINL INC 0.7%
Value ($000) $4,990 Shares 43,371 Est. Cost $80.89 Unrealized
TREE COM INC 0.7%
Value ($000) $4,942 Shares 150,500 Est. Cost $17.14 Unrealized
BLACKROCK RES & COMM STRAT T 0.7%
Value ($000) $4,886 Shares 421,588 Est. Cost $11.54 Unrealized
CTAS CINTAS CORP 0.7%
Value ($000) $4,864 Shares 81,619 Est. Cost $9.70 Unrealized +21.4%
DSW INC 0.7%
Value ($000) $4,857 Shares 113,674 Est. Cost $60.74 Unrealized
EATON VANCE ENHANCED EQ INC 0.7%
Value ($000) $4,843 Shares 372,543 Est. Cost $11.60 Unrealized
MOVE INC 0.7%
Value ($000) $4,838 Shares 302,556 Est. Cost $13.22 Unrealized
EATON VANCE TAX ADVT DIV INC 0.6%
Value ($000) $4,791 Shares 251,896 Est. Cost $18.34 Unrealized
SELECT INCOME REIT 0.6%
Value ($000) $4,776 Shares 178,617 Est. Cost $27.82 Unrealized
CALAMOS STRATEGIC TOTL RETN 0.6%
Value ($000) $4,769 Shares 437,933 Est. Cost $10.14 Unrealized
REIS INC 0.6%
Value ($000) $4,760 Shares 247,515 Est. Cost $18.25 Unrealized
PUTNAM PREMIER INCOME TR 0.6%
Value ($000) $4,715 Shares 866,651 Est. Cost $5.34 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.6%
Value ($000) $4,703 Shares 359,861 Est. Cost $12.89 Unrealized
BA BOEING CO 0.6%
Value ($000) $4,554 Shares 33,365 Est. Cost $80.37 Unrealized +38.0%
CORENERGY INFRASTRUCTURE TR 0.6%
Value ($000) $4,508 Shares 633,108 Est. Cost $6.99 Unrealized
HMN HORACE MANN EDUCATORS CORP N 0.6%
Value ($000) $4,443 Shares 140,874 Est. Cost $29.58 Unrealized 0.0%
SP PLUS CORP 0.6%
Value ($000) $4,438 Shares 170,432 Est. Cost $26.04 Unrealized
SYNTEL INC 0.6%
Value ($000) $4,351 Shares 47,845 Est. Cost $63.07 Unrealized
ALG ALAMO GROUP INC 0.6%
Value ($000) $4,323 Shares 71,235 Est. Cost $39.56 Unrealized +22.8%
GSI GROUP INC CDA NEW 0.6%
Value ($000) $4,309 Shares 383,322 Est. Cost $8.46 Unrealized
NUVEEN PFD & INCOME TERM FD 0.6%
Value ($000) $4,300 Shares 194,817 Est. Cost $22.07 Unrealized
CVS CVS CAREMARK CORPORATION 0.6%
Value ($000) $4,234 Shares 59,153 Est. Cost $41.44 Unrealized +11.8%
HCI GROUP INC 0.6%
Value ($000) $4,194 Shares 78,400 Est. Cost $30.72 Unrealized
UHAL AMERCO 0.6%
Value ($000) $4,181 Shares 17,581 Est. Cost $16.86 Unrealized +27.5%
TECHTARGET INC 0.5%
Value ($000) $4,016 Shares 585,384 Est. Cost $4.61 Unrealized
RWT REDWOOD TR INC 0.5%
Value ($000) $3,985 Shares 205,708 Est. Cost $17.30 Unrealized
JPMORGAN CHASE & CO 0.5%
Value ($000) $3,967 Shares 67,829 Est. Cost $52.79 Unrealized
HOFT HOOKER FURNITURE CORP 0.5%
Value ($000) $3,955 Shares 237,115 Est. Cost $16.53 Unrealized -2.2%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $3,922 Shares 48,180 Est. Cost $55.00 Unrealized +5.5%
NEUBERGER BERMAN RE ES SEC F 0.5%
Value ($000) $3,905 Shares 899,810 Est. Cost $4.68 Unrealized
FISV FISERV INC 0.5%
Value ($000) $3,899 Shares 66,037 Est. Cost $24.39 Unrealized +10.6%
SALM SALEM COMMUNICATIONS CORP DE 0.5%
Value ($000) $3,872 Shares 445,000 Est. Cost $8.11 Unrealized +7.1%
ALTISOURCE RESIDENTIAL CORP 0.5%
Value ($000) $3,838 Shares 127,468 Est. Cost $17.58 Unrealized
CHEROKEE INC DEL NEW 0.5%
Value ($000) $3,834 Shares 277,805 Est. Cost $13.04 Unrealized
COHEN & STEERS CLOSED END OP 0.5%
Value ($000) $3,807 Shares 302,888 Est. Cost $13.04 Unrealized
HRL HORMEL FOODS CORP 0.5%
Value ($000) $3,750 Shares 83,009 Est. Cost $15.25 Unrealized +8.7%
DST SYS INC DEL 0.5%
Value ($000) $3,706 Shares 40,843 Est. Cost $65.33 Unrealized
MOCON INC 0.5%
Value ($000) $3,687 Shares 233,350 Est. Cost $14.28 Unrealized
INVESCO LTD 0.5%
Value ($000) $3,679 Shares 101,059 Est. Cost $31.80 Unrealized
SOLAR CAP LTD 0.5%
Value ($000) $3,649 Shares 161,818 Est. Cost $23.01 Unrealized
CINCINNATI BELL INC NEW 0.5%
Value ($000) $3,567 Shares 1,001,845 Est. Cost $3.12 Unrealized
SLP SIMULATIONS PLUS INC 0.5%
Value ($000) $3,540 Shares 701,024 Est. Cost $3.53 Unrealized +23.2%
FBIZ FIRST BUS FINL SVCS INC WIS 0.5%
Value ($000) $3,464 Shares 92,044 Est. Cost $10.37 Unrealized +26.2%
CVGW CALAVO GROWERS INC 0.5%
Value ($000) $3,455 Shares 114,181 Est. Cost $23.03 Unrealized +3.7%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,440 Shares 37,556 Est. Cost $59.66 Unrealized +10.2%
MSFT MICROSOFT CORP 0.4%
Value ($000) $3,330 Shares 89,010 Est. Cost $26.70 Unrealized +12.4%
ABR ARBOR RLTY TR INC 0.4%
Value ($000) $3,293 Shares 494,438 Est. Cost $6.32 Unrealized
ACCELRYS INC 0.4%
Value ($000) $3,287 Shares 344,575 Est. Cost $8.56 Unrealized
AGYS AGILYSYS INC 0.4%
Value ($000) $3,248 Shares 233,300 Est. Cost $11.98 Unrealized +2.4%
BOLT TECHNOLOGY CORP 0.4%
Value ($000) $3,235 Shares 147,000 Est. Cost $17.08 Unrealized
WASTE MGMT INC DEL 0.4%
Value ($000) $3,193 Shares 71,162 Est. Cost $40.33 Unrealized
SYNERGETICS USA INC 0.4%
Value ($000) $3,180 Shares 878,356 Est. Cost $3.94 Unrealized
FLXS FLEXSTEEL INDS INC 0.4%
Value ($000) $3,178 Shares 103,404 Est. Cost $16.36 Unrealized +23.0%
DAWSON GEOPHYSICAL CO 0.4%
Value ($000) $3,169 Shares 93,710 Est. Cost $36.47 Unrealized
EXXON MOBIL CORP 0.4%
Value ($000) $3,167 Shares 31,298 Est. Cost $90.35 Unrealized
F FORD MTR CO DEL 0.4%
Value ($000) $3,130 Shares 202,872 Est. Cost $7.61 Unrealized +18.4%
BLACKSTONE MTG TR INC 0.4%
Value ($000) $3,031 Shares 111,707 Est. Cost $25.32 Unrealized
ELECTRO RENT CORP 0.4%
Value ($000) $3,026 Shares 163,372 Est. Cost $16.79 Unrealized
BARRY R G CORP OHIO 0.4%
Value ($000) $2,992 Shares 155,000 Est. Cost $16.24 Unrealized
COURIER CORP 0.4%
Value ($000) $2,967 Shares 164,000 Est. Cost $14.28 Unrealized
ACIC UNITED INS HLDGS CORP 0.4%
Value ($000) $2,915 Shares 207,000 Est. Cost $4.61 Unrealized +66.1%
MICROFINANCIAL INC 0.4%
Value ($000) $2,854 Shares 333,790 Est. Cost $7.85 Unrealized
UFPT UFP TECHNOLOGIES INC 0.4%
Value ($000) $2,849 Shares 112,971 Est. Cost $19.28 Unrealized +25.5%
MACQUARIE INFRASTR CO LLC 0.4%
Value ($000) $2,805 Shares 51,542 Est. Cost $54.42 Unrealized
DE DEERE & CO 0.4%
Value ($000) $2,788 Shares 30,527 Est. Cost $66.04 Unrealized +2.1%
OTTR OTTER TAIL CORP 0.4%
Value ($000) $2,769 Shares 94,595 Est. Cost $19.63 Unrealized +0.8%
PSYCHEMEDICS CORP 0.4%
Value ($000) $2,757 Shares 187,694 Est. Cost $10.74 Unrealized
ZIX CORP 0.4%
Value ($000) $2,737 Shares 600,217 Est. Cost $4.29 Unrealized
XCEL ENERGY INC 0.4%
Value ($000) $2,665 Shares 95,400 Est. Cost $28.27 Unrealized
ELLIE MAE INC 0.4%
Value ($000) $2,652 Shares 98,700 Est. Cost $23.08 Unrealized
ACCENTURE PLC IRELAND 0.4%
Value ($000) $2,616 Shares 31,821 Est. Cost $71.95 Unrealized
NUVEEN INTER DURATION MN TMF 0.4%
Value ($000) $2,613 Shares 226,996 Est. Cost $11.51 Unrealized
WELLPOINT INC 0.3%
Value ($000) $2,597 Shares 28,109 Est. Cost $81.84 Unrealized
BSB BANCORP INC MD 0.3%
Value ($000) $2,478 Shares 164,230 Est. Cost $13.15 Unrealized
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $2,470 Shares 21,705 Est. Cost $92.93 Unrealized
DICE HLDGS INC 0.3%
Value ($000) $2,469 Shares 340,530 Est. Cost $8.93 Unrealized
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $2,413 Shares 72,693 Est. Cost $26.37 Unrealized +1.8%
TARGET CORP 0.3%
Value ($000) $2,406 Shares 38,029 Est. Cost $68.87 Unrealized
JMP GROUP INC 0.3%
Value ($000) $2,377 Shares 321,264 Est. Cost $6.64 Unrealized
NCR CORP NEW 0.3%
Value ($000) $2,363 Shares 69,364 Est. Cost $32.98 Unrealized
NOVARTIS A G 0.3%
Value ($000) $2,360 Shares 29,357 Est. Cost $70.72 Unrealized
INCONTACT INC 0.3%
Value ($000) $2,336 Shares 299,120 Est. Cost $8.22 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $2,321 Shares 56,180 Est. Cost $27.85 Unrealized -3.3%
HALLMARK FINL SVCS INC EC 0.3%
Value ($000) $2,297 Shares 258,575 Est. Cost $9.13 Unrealized
MESA LABS INC 0.3%
Value ($000) $2,275 Shares 28,956 Est. Cost $54.13 Unrealized
VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $2,207 Shares 44,905 Est. Cost $50.35 Unrealized
HBIO HARVARD BIOSCIENCE INC 0.3%
Value ($000) $2,150 Shares 457,551 Est. Cost $3.83 Unrealized +14.1%
TBHC KIRKLANDS INC 0.3%
Value ($000) $2,087 Shares 88,150 Est. Cost $15.25 Unrealized +29.8%
ROYCE VALUE TR INC 0.3%
Value ($000) $2,073 Shares 129,508 Est. Cost $15.21 Unrealized
WU WESTERN UN CO 0.3%
Value ($000) $2,041 Shares 118,342 Est. Cost $17.11 Unrealized
WEST MARINE INC 0.3%
Value ($000) $2,003 Shares 140,787 Est. Cost $13.11 Unrealized
CASCADE MICROTECH INC 0.3%
Value ($000) $1,873 Shares 200,951 Est. Cost $9.19 Unrealized
SHILOH INDS INC 0.2%
Value ($000) $1,839 Shares 94,300 Est. Cost $13.10 Unrealized
CHINA MOBILE LIMITED 0.2%
Value ($000) $1,786 Shares 34,148 Est. Cost $51.76 Unrealized
3M CO 0.2%
Value ($000) $1,780 Shares 12,689 Est. Cost $109.32 Unrealized
RCKY ROCKY BRANDS INC 0.2%
Value ($000) $1,755 Shares 120,436 Est. Cost $14.70 Unrealized +11.4%
ITT CORP NEW 0.2%
Value ($000) $1,605 Shares 36,959 Est. Cost $30.89 Unrealized
THE ADT CORPORATION 0.2%
Value ($000) $1,513 Shares 37,384 Est. Cost $39.86 Unrealized
NATH NATHANS FAMOUS INC NEW 0.2%
Value ($000) $1,487 Shares 29,500 Est. Cost $48.21 Unrealized +7.4%
DHIL DIAMOND HILL INVESTMENT GROU 0.2%
Value ($000) $1,432 Shares 12,100 Est. Cost $41.91 Unrealized +46.4%
HOUSTON WIRE & CABLE CO 0.2%
Value ($000) $1,358 Shares 101,500 Est. Cost $13.70 Unrealized
AWRE AWARE INC MASS 0.2%
Value ($000) $1,332 Shares 218,000 Est. Cost $3.81 Unrealized +8.6%
CIFC CORP 0.2%
Value ($000) $1,323 Shares 170,000 Est. Cost $7.61 Unrealized
BBSI BARRETT BUSINESS SERVICES IN 0.2%
Value ($000) $1,298 Shares 14,000 Est. Cost $11.62 Unrealized +44.7%
AXCELIS TECHNOLOGIES INC 0.2%
Value ($000) $1,218 Shares 499,000 Est. Cost $2.44 Unrealized
ROYCE MICRO-CAP TR INC 0.2%
Value ($000) $1,185 Shares 93,982 Est. Cost $10.95 Unrealized
ITIC INVESTORS TITLE CO 0.2%
Value ($000) $1,182 Shares 14,600 Est. Cost $74.17 Unrealized +5.6%
FMNB FARMERS NATL BANC CORP 0.1%
Value ($000) $1,077 Shares 164,369 Est. Cost $4.26 Unrealized +1.3%
MEDTRONIC INC 0.1%
Value ($000) $1,042 Shares 18,164 Est. Cost $51.48 Unrealized
HERITAGE FINL GROUP INC 0.1%
Value ($000) $1,021 Shares 53,038 Est. Cost $19.25 Unrealized
STRT STRATTEC SEC CORP 0.1%
Value ($000) $959 Shares 21,467 Est. Cost $38.79 Unrealized 0.0%
INTERNET PATENTS CORP 0.1%
Value ($000) $944 Shares 302,539 Est. Cost $3.61 Unrealized
NATIONAL AMERN UNIV HLDGS IN 0.1%
Value ($000) $900 Shares 257,149 Est. Cost $3.74 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $834 Shares 8,000 Est. Cost $73.48 Unrealized +23.8%
ACRE ARES COML REAL ESTATE CORP 0.1%
Value ($000) $650 Shares 49,600 Est. Cost $13.10 Unrealized
SHY ISHARES 0.1%
Value ($000) $582 Shares 6,895 Est. Cost $84.28 Unrealized
HARVARD APPARATUS REGENER TE 0.1%
Value ($000) $543 Shares 114,387 Est. Cost $4.75 Unrealized
BLACKROCK MUN TARGET TERM TR 0.1%
Value ($000) $535 Shares 31,245 Est. Cost $17.12 Unrealized
EML EASTERN CO 0.1%
Value ($000) $478 Shares 30,000 Est. Cost $11.89 Unrealized +9.3%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $377 Shares 4,047 Est. Cost $78.22 Unrealized
IMAGE SENSING SYS INC 0.0%
Value ($000) $302 Shares 61,107 Est. Cost $4.94 Unrealized
CLOUGH GLOBAL ALLOCATION FD 0.0%
Value ($000) $200 Shares 13,000 Est. Cost $15.15 Unrealized
ROYCE GLOBAL VALUE TR INC 0.0%
Value ($000) $156 Shares 17,594 Est. Cost $8.87 Unrealized
SUPREME INDS INC 0.0%
Value ($000) $103 Shares 17,633 Est. Cost $5.84 Unrealized
HUTCHINSON TECHNOLOGY INC 0.0%
Value ($000) $37 Shares 11,500 Est. Cost $3.22 Unrealized