PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Diversified Active

Location: Edina, MN

CIK: 0001238990 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 10, 2014

Total Value: $746M (100.0% shares, 0.0% debt)

Holdings (173)

IVW ISHARES S&P 500 GROWTHETF 2.1%
Value $15.78M Shares 149,963 Est. Cost $84.28 Unrealized
PZENA INVESTMENT MGMT 2.0%
Value $15.02M Shares 1,345,650 Est. Cost $6.54 Unrealized
FC FRANKLIN COVEY CO 1.8%
Value $13.38M Shares 664,730 Est. Cost $14.45 Unrealized +44.3%
NAUTILUS INC 1.7%
Value $13.04M Shares 1,176,180 Est. Cost $8.17 Unrealized
NATURAL GAS SERVICE GP 1.6%
Value $12.12M Shares 366,496 Est. Cost $23.98 Unrealized
JOURNAL COMMUNICATIONSINC CLA 1.4%
Value $10.79M Shares 1,216,133 Est. Cost $8.27 Unrealized
INTL FCSTONE INC COM 1.4%
Value $10.73M Shares 538,649 Est. Cost $17.55 Unrealized
HOME LOAN SERVICING SOLUTIONSL 1.4%
Value $10.68M Shares 469,933 Est. Cost $23.54 Unrealized
CARMIKE CINEMAS INC 1.4%
Value $10.35M Shares 294,554 Est. Cost $19.98 Unrealized
DESTINATION XL GROUP INCCOM 1.4%
Value $10.1M Shares 1,832,946 Est. Cost $6.36 Unrealized
BLACKROCK RES & COMMDITIESSTRG 1.3%
Value $9.461M Shares 762,348 Est. Cost $11.54 Unrealized
USA MOBILITY INC 1.2%
Value $8.957M Shares 581,652 Est. Cost $13.65 Unrealized
FIVE STAR QUALITY CAREINC 1.2%
Value $8.744M Shares 1,745,279 Est. Cost $5.53 Unrealized
LAD LITHIA MOTORS INC CL A 1.2%
Value $8.718M Shares 92,674 Est. Cost $52.40 Unrealized +45.9%
GENTHERM INC COM 1.2%
Value $8.694M Shares 195,595 Est. Cost $20.12 Unrealized
CALY CALLAWAY GOLF CO DELAWARE 1.2%
Value $8.682M Shares 1,043,451 Est. Cost $7.01 Unrealized +20.3%
TECHTARGET INC NEW 1.1%
Value $8.545M Shares 968,875 Est. Cost $6.32 Unrealized
HMN HORACE MANN EDUCATORSCORP NEW 1.1%
Value $8.495M Shares 271,662 Est. Cost $29.38 Unrealized +0.8%
DOUGLAS DYNAMICS INC COMUSD0.0 1.1%
Value $8.387M Shares 475,967 Est. Cost $13.96 Unrealized
MADISON COVERED CALL &EQUITY S 1.1%
Value $8.23M Shares 936,246 Est. Cost $7.95 Unrealized
COHEN & STEERS INFRASTRUCTURE 1.1%
Value $8.183M Shares 334,121 Est. Cost $19.02 Unrealized
U S PHYSICAL THERAPYINC 1.1%
Value $8.135M Shares 237,922 Est. Cost $28.90 Unrealized
UNITED FINL BANCORP INCNEW COM 1.1%
Value $7.996M Shares 590,086 Est. Cost $13.55 Unrealized
MVC CAP INC 1.1%
Value $7.841M Shares 605,459 Est. Cost $12.95 Unrealized
ROUSE PPTYS INC COM 1.0%
Value $7.518M Shares 439,402 Est. Cost $20.40 Unrealized
TRUEBLUE INC 1.0%
Value $7.323M Shares 265,604 Est. Cost $21.64 Unrealized
JJSF J & J SNACK FOOD CORP 1.0%
Value $7.21M Shares 76,600 Est. Cost $62.93 Unrealized +23.5%
GDL FUND 1.0%
Value $7.151M Shares 658,472 Est. Cost $11.37 Unrealized
NUVEEN BUILD AMER BD FDCOM 1.0%
Value $7.094M Shares 346,043 Est. Cost $18.76 Unrealized
ASCENT CAPITAL GROUP INC SERIE 0.9%
Value $7.051M Shares 106,814 Est. Cost $79.05 Unrealized
MONOTYPE IMAGING HLDGSINC 0.9%
Value $6.932M Shares 246,078 Est. Cost $26.74 Unrealized
A H BELO CORP COMCL A 0.9%
Value $6.673M Shares 563,082 Est. Cost $6.96 Unrealized
ALTISOURCE PORT SOLU F 0.9%
Value $6.619M Shares 57,764 Est. Cost $95.59 Unrealized
CENTURYLINK INC 0.9%
Value $6.54M Shares 180,650 Est. Cost $34.91 Unrealized
SSP SCRIPPS E W CO OHIO CLA NEW 0.9%
Value $6.481M Shares 306,293 Est. Cost $10.25 Unrealized +21.1%
T G C INDUSTRIES INC NEW 0.8%
Value $6.336M Shares 1,162,554 Est. Cost $8.08 Unrealized
WHG WESTWOOD HOLDINGS GROUP 0.8%
Value $6.168M Shares 102,734 Est. Cost $44.48 Unrealized +32.0%
HCKT HACKETT GROUP INC COM 0.8%
Value $5.888M Shares 986,281 Est. Cost $5.05 Unrealized +19.1%
SYNERON MEDICAL LTD F 0.8%
Value $5.834M Shares 565,290 Est. Cost $9.00 Unrealized
ENSTAR GROUP LIMITED COMSTK US 0.8%
Value $5.807M Shares 38,523 Est. Cost $133.94 Unrealized
REIS INC 0.8%
Value $5.638M Shares 267,474 Est. Cost $18.46 Unrealized
CALAMOS STRATEGIC TOTALRETURN 0.8%
Value $5.622M Shares 468,112 Est. Cost $10.20 Unrealized
PLAB PHOTRONICS INC 0.7%
Value $5.461M Shares 634,992 Est. Cost $7.68 Unrealized +12.9%
SELECT INCOME REIT COMUSD0.01 0.7%
Value $5.419M Shares 182,841 Est. Cost $27.87 Unrealized
CLOUGH GLOBAL OPPTY FD 0.7%
Value $5.403M Shares 415,581 Est. Cost $12.89 Unrealized
EATON VANCE TAX ADVANTAGEDIVID 0.7%
Value $5.255M Shares 253,860 Est. Cost $18.38 Unrealized
MACQUARIE INFRASTRUCTURECO LLC 0.7%
Value $5.222M Shares 83,719 Est. Cost $55.60 Unrealized
CORENERGY INFRASTRUCTURETR INC 0.7%
Value $5.211M Shares 703,289 Est. Cost $6.97 Unrealized
MAGELLAN HEALTH INC 0.7%
Value $5.14M Shares 82,582 Est. Cost $56.57 Unrealized
EATON VANCE ENHANCED EQT 0.7%
Value $5.057M Shares 367,773 Est. Cost $11.64 Unrealized
CLOUGH GLBL EQUITY 0.7%
Value $5.042M Shares 325,702 Est. Cost $15.00 Unrealized
CTAS CINTAS CORP 0.7%
Value $5.04M Shares 79,326 Est. Cost $9.70 Unrealized +36.1%
UHAL AMERCO COM 0.7%
Value $5.04M Shares 17,332 Est. Cost $16.86 Unrealized +56.8%
PUTNAM PREMIER INC TRSH BEN IN 0.7%
Value $4.96M Shares 893,745 Est. Cost $5.35 Unrealized
DATALINK CORP 0.6%
Value $4.814M Shares 481,438 Est. Cost $10.66 Unrealized
NUVEEN PFD & INCOME TERMFD COM 0.6%
Value $4.768M Shares 203,081 Est. Cost $22.10 Unrealized
SHOO MADDEN STEVEN LTD 0.6%
Value $4.756M Shares 138,655 Est. Cost $19.27 Unrealized +0.5%
G S I GROUP INC NEW F 0.6%
Value $4.748M Shares 372,972 Est. Cost $8.46 Unrealized
NEUBERGER BERMAN REALESTATE SE 0.6%
Value $4.724M Shares 944,843 Est. Cost $4.69 Unrealized
MOVE INC COM NEW 0.6%
Value $4.504M Shares 304,559 Est. Cost $13.29 Unrealized
RIGNET INC COM 0.6%
Value $4.502M Shares 83,655 Est. Cost $29.41 Unrealized
INVENTURE FOODS INC 0.6%
Value $4.414M Shares 391,700 Est. Cost $8.36 Unrealized
CVS C V S CAREMARK CORP 0.6%
Value $4.41M Shares 58,517 Est. Cost $41.44 Unrealized +32.5%
TREE COM INC COM 0.6%
Value $4.386M Shares 150,500 Est. Cost $17.14 Unrealized
CHEROKEE INC NEW 0.6%
Value $4.384M Shares 288,605 Est. Cost $13.12 Unrealized
SALM SALEM COMMUNICATIONS CORP. 0.6%
Value $4.21M Shares 445,000 Est. Cost $8.11 Unrealized +9.9%
ARES COMMERCIAL REAL ESTATECOM 0.6%
Value $4.164M Shares 335,552 Est. Cost $13.41 Unrealized
AMERIPRISE FINANCIAL INC 0.6%
Value $4.156M Shares 34,633 Est. Cost $80.89 Unrealized
RWT REDWOOD TRUST INC REIT 0.6%
Value $4.111M Shares 211,121 Est. Cost $17.37 Unrealized
HRL HORMEL FOODS CORP COM 0.5%
Value $4.085M Shares 82,771 Est. Cost $15.25 Unrealized +21.0%
COHEN & STEERS CLOSD END 0.5%
Value $4.084M Shares 302,096 Est. Cost $13.05 Unrealized
BA BOEING CO 0.5%
Value $4.08M Shares 32,065 Est. Cost $80.37 Unrealized +40.1%
CASCADE MICROTECH INC 0.5%
Value $4.071M Shares 298,380 Est. Cost $9.68 Unrealized
SOLAR CAPITAL LTD 0.5%
Value $4.07M Shares 191,278 Est. Cost $22.75 Unrealized
SP PLUS CORP COM 0.5%
Value $4.066M Shares 190,102 Est. Cost $25.42 Unrealized
HONG KONG TELEVISION NETWORKLT 0.5%
Value $4.046M Shares 653,702 Est. Cost $6.54 Unrealized
FISV FISERV INC 0.5%
Value $3.97M Shares 65,818 Est. Cost $24.39 Unrealized +21.5%
SLP SIMULATIONS PLUS INC 0.5%
Value $3.953M Shares 703,424 Est. Cost $3.53 Unrealized +48.7%
SYNTEL INC 0.5%
Value $3.936M Shares 45,785 Est. Cost $63.07 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value $3.905M Shares 37,328 Est. Cost $59.66 Unrealized +22.6%
FBIZ FIRST BUSINESS FINL SVCSWIS CO 0.5%
Value $3.885M Shares 82,597 Est. Cost $10.37 Unrealized +65.7%
JPMORGAN CHASE & CO 0.5%
Value $3.876M Shares 67,277 Est. Cost $52.79 Unrealized
COURIER CORP 0.5%
Value $3.842M Shares 257,475 Est. Cost $14.61 Unrealized
HOFT HOOKER FURNITURE CRP 0.5%
Value $3.827M Shares 237,115 Est. Cost $16.53 Unrealized -11.9%
CINCINNATI BELL INC NEW 0.5%
Value $3.82M Shares 971,887 Est. Cost $3.12 Unrealized
INVESCO LTD F 0.5%
Value $3.799M Shares 100,633 Est. Cost $31.80 Unrealized
CVGW CALAVO GROWERS INC 0.5%
Value $3.742M Shares 110,619 Est. Cost $23.03 Unrealized +15.7%
PG PROCTER & GAMBLE 0.5%
Value $3.735M Shares 47,528 Est. Cost $55.00 Unrealized +6.0%
D S T SYSTEMS INC 0.5%
Value $3.725M Shares 40,409 Est. Cost $65.33 Unrealized
ALG ALAMO GROUP INC 0.5%
Value $3.709M Shares 68,562 Est. Cost $39.56 Unrealized +27.2%
MOCON INC 0.5%
Value $3.689M Shares 233,350 Est. Cost $14.28 Unrealized
MSFT MICROSOFT CORP 0.5%
Value $3.677M Shares 88,189 Est. Cost $26.70 Unrealized +27.2%
AGYS AGILYSYS INC 0.5%
Value $3.562M Shares 253,000 Est. Cost $12.09 Unrealized +10.1%
GUGGENHEIM SPINOFFETF 0.5%
Value $3.499M Shares 75,598 Est. Cost $46.28 Unrealized
F FORD MTR CO DEL COM 0.5%
Value $3.481M Shares 201,915 Est. Cost $7.61 Unrealized +16.6%
TBHC KIRKLANDS INC COM 0.5%
Value $3.451M Shares 186,050 Est. Cost $16.48 Unrealized +0.8%
ALTISOURCE RESIDENTIALCORP COM 0.5%
Value $3.426M Shares 131,622 Est. Cost $17.91 Unrealized
ELECTRO RENT CORP 0.5%
Value $3.397M Shares 203,071 Est. Cost $16.90 Unrealized
TARGET CORPORATION 0.5%
Value $3.392M Shares 58,541 Est. Cost $64.95 Unrealized
ABR ARBOR RLTY TR INC 0.5%
Value $3.386M Shares 487,123 Est. Cost $6.32 Unrealized
THESTREET INC 0.5%
Value $3.385M Shares 1,404,500 Est. Cost $2.52 Unrealized
BLACKSTONE MTG TR INCCOM CL A 0.5%
Value $3.368M Shares 116,144 Est. Cost $25.45 Unrealized
DICE HLDGS INC COM 0.4%
Value $3.289M Shares 432,188 Est. Cost $8.62 Unrealized
MCG CAPITAL CORP 0.4%
Value $3.203M Shares 817,076 Est. Cost $3.86 Unrealized
HCI GROUP INC 0.4%
Value $3.183M Shares 78,400 Est. Cost $30.72 Unrealized
WASTE MANAGEMENT INC DEL 0.4%
Value $3.164M Shares 70,730 Est. Cost $40.33 Unrealized
DATAWATCH CORP NEW 0.4%
Value $3.157M Shares 211,040 Est. Cost $18.04 Unrealized
EXXON MOBIL CORPORATION 0.4%
Value $3.141M Shares 31,195 Est. Cost $90.35 Unrealized
HRB BLOCK H & R INC 0.4%
Value $3.019M Shares 90,075 Est. Cost $19.54 Unrealized -0.1%
WELLPOINT INC 0.4%
Value $2.996M Shares 27,837 Est. Cost $81.84 Unrealized
NUVEEN MTG OPPORTUNITYTERM FD 0.4%
Value $2.989M Shares 121,492 Est. Cost $24.60 Unrealized
OTTR OTTER TAIL CORP FORMERLYOTTER 0.4%
Value $2.955M Shares 97,542 Est. Cost $19.64 Unrealized +2.8%
NUVEEN INTER DURATIONMUN TERM 0.4%
Value $2.926M Shares 232,381 Est. Cost $11.52 Unrealized
USG CORP COM NEW 0.4%
Value $2.836M Shares 94,120 Est. Cost $30.13 Unrealized
BSB BANCORP INC MD COM 0.4%
Value $2.818M Shares 164,230 Est. Cost $13.15 Unrealized
FLXS FLEXSTEEL INDUSTRIES INC 0.4%
Value $2.801M Shares 84,000 Est. Cost $17.37 Unrealized +49.9%
INCONTACT INC 0.4%
Value $2.749M Shares 299,120 Est. Cost $8.22 Unrealized
PSYCHEMEDICS CORP COMNEW 0.4%
Value $2.74M Shares 193,500 Est. Cost $11.26 Unrealized
RSG REPUBLIC SERVICES INCCOM 0.4%
Value $2.739M Shares 72,139 Est. Cost $26.37 Unrealized +8.2%
DE DEERE & COMPANY 0.4%
Value $2.719M Shares 30,029 Est. Cost $66.04 Unrealized +12.2%
NOVARTIS A G SPON ADR F SPONSO 0.4%
Value $2.657M Shares 29,347 Est. Cost $70.93 Unrealized
MICROFINANCIAL INC 0.3%
Value $2.58M Shares 333,790 Est. Cost $7.85 Unrealized
ACCENTURE PLC CL A F 0.3%
Value $2.567M Shares 31,756 Est. Cost $71.95 Unrealized
UNITED TECHNOLOGIES CORP 0.3%
Value $2.481M Shares 21,492 Est. Cost $92.93 Unrealized
HARVARD APPARATUS REGENERATIVE 0.3%
Value $2.478M Shares 237,162 Est. Cost $6.98 Unrealized
NCR CORP 0.3%
Value $2.417M Shares 68,894 Est. Cost $32.98 Unrealized
SHILOH INDUSTRIES INC 0.3%
Value $2.4M Shares 130,000 Est. Cost $14.45 Unrealized
UFPT UFP TECH INC 0.3%
Value $2.399M Shares 99,600 Est. Cost $19.28 Unrealized +29.3%
KO COCA COLA CO 0.3%
Value $2.372M Shares 56,000 Est. Cost $27.85 Unrealized +0.9%
ROYCE VALUE TRUST INC 0.3%
Value $2.278M Shares 142,363 Est. Cost $15.27 Unrealized
SAMG SILVERCREST ASSET MANAGEMENT G 0.3%
Value $2.237M Shares 130,000 Est. Cost $16.93 Unrealized +3.1%
VERIZON COMMUNICATIONS 0.3%
Value $2.185M Shares 44,646 Est. Cost $50.35 Unrealized
JMP GROUP INC 0.3%
Value $2.147M Shares 283,581 Est. Cost $6.71 Unrealized
MESA LABS INC 0.3%
Value $2.087M Shares 24,856 Est. Cost $54.13 Unrealized
BOLT TECHNOLOGY CORP 0.3%
Value $2.087M Shares 113,750 Est. Cost $17.08 Unrealized
HBIO HARVARD BIOSCIENCE INC 0.3%
Value $2.082M Shares 457,551 Est. Cost $3.83 Unrealized +9.8%
ZIX CORPORATION 0.3%
Value $2.053M Shares 600,217 Est. Cost $4.29 Unrealized
NATH NATHANS FAMOUS INC 0.2%
Value $1.857M Shares 34,261 Est. Cost $48.54 Unrealized +4.3%
SUPREME INDUSTRIES INC. 0.2%
Value $1.819M Shares 279,900 Est. Cost $6.82 Unrealized
3M COMPANY 0.2%
Value $1.807M Shares 12,614 Est. Cost $109.32 Unrealized
BBSI BARRETT BUSINESS SVCS 0.2%
Value $1.786M Shares 38,000 Est. Cost $13.99 Unrealized -25.0%
ITIC INVESTORS TITLE COMPANY 0.2%
Value $1.786M Shares 26,500 Est. Cost $72.03 Unrealized -3.7%
ITT CORPORATION COM USD1.00 0.2%
Value $1.782M Shares 37,038 Est. Cost $30.89 Unrealized
BLACKROCK KELSO CAPCORPORATION 0.2%
Value $1.753M Shares 192,443 Est. Cost $9.11 Unrealized
WEST MARINE INC 0.2%
Value $1.749M Shares 170,500 Est. Cost $12.81 Unrealized
AWRE AWARE INC 0.2%
Value $1.748M Shares 266,434 Est. Cost $3.88 Unrealized +8.3%
HALLMARK FINL SVCS INCCOM NEW 0.2%
Value $1.662M Shares 154,575 Est. Cost $9.13 Unrealized
CIFC CORP 0.2%
Value $1.532M Shares 170,000 Est. Cost $7.61 Unrealized
ADT CORP COM 0.2%
Value $1.299M Shares 37,181 Est. Cost $39.86 Unrealized
DHIL DIAMOND HILL INVESTMENT GROUP 0.2%
Value $1.282M Shares 10,039 Est. Cost $41.91 Unrealized +59.5%
FMNB FARMERS NATIONAL BANC CORP 0.2%
Value $1.28M Shares 164,369 Est. Cost $4.26 Unrealized +23.5%
HOUSTONWIRE & CABLE CO COM 0.2%
Value $1.26M Shares 101,500 Est. Cost $13.70 Unrealized
CINEDIGM CORPORATION 0.2%
Value $1.22M Shares 490,000 Est. Cost $2.55 Unrealized
STRT STRATTEC SECURITY CORP 0.2%
Value $1.201M Shares 18,620 Est. Cost $38.79 Unrealized +59.5%
HERITAGE FINANCIAL GROUP 0.2%
Value $1.192M Shares 60,100 Est. Cost $19.30 Unrealized
MEDTRONIC INC 0.2%
Value $1.145M Shares 17,964 Est. Cost $51.48 Unrealized
ROYCE MICRO CAP TRUSTINC FRMLY 0.2%
Value $1.143M Shares 90,591 Est. Cost $10.95 Unrealized
LCUT LIFETIME BRANDS INC 0.1%
Value $1.098M Shares 69,875 Est. Cost $13.20 Unrealized 0.0%
ACIC UNITED INSURANCE HOLDINGS CORP 0.1%
Value $1.087M Shares 63,000 Est. Cost $4.61 Unrealized +168.8%
AXCELIS TECHNOLOGIES INC 0.1%
Value $998K Shares 499,000 Est. Cost $2.44 Unrealized
ECL ECOLAB INC 0.1%
Value $891K Shares 8,000 Est. Cost $73.48 Unrealized +28.3%
INTERNET PATENTS CORPCOM 0.1%
Value $882K Shares 284,500 Est. Cost $3.61 Unrealized
UROPLASTY INC COMNEW 0.1%
Value $844K Shares 315,000 Est. Cost $2.68 Unrealized
NATIONAL AMERICAN UNIVERSITY H 0.1%
Value $791K Shares 256,709 Est. Cost $3.74 Unrealized
IMAGE SENSING SYSTEMSINC 0.1%
Value $752K Shares 228,000 Est. Cost $4.19 Unrealized
BLACKROCK MUN TARGET TERMTR CO 0.1%
Value $648K Shares 31,905 Est. Cost $17.16 Unrealized
TRNS TRANSCAT INC 0.1%
Value $626K Shares 61,000 Est. Cost $9.28 Unrealized +2.8%
TLF TANDY LEATHER FACTORY INC 0.1%
Value $553K Shares 60,820 Est. Cost $9.47 Unrealized 0.0%
SHY ISHARES 1-3 YEAR TREASURYBOND 0.0%
Value $363K Shares 4,295 Est. Cost $84.29 Unrealized
VUG VANGUARD INDEX FDS VANGUARDGRO 0.0%
Value $356K Shares 3,597 Est. Cost $78.22 Unrealized
LRAD CORP 0.0%
Value $324K Shares 157,200 Est. Cost $2.06 Unrealized
SGC SUPERIOR UNIFORM GROUP 0.0%
Value $300K Shares 18,501 Est. Cost $8.11 Unrealized 0.0%
CLOUGH GLOBAL ALLOCATIONFD 0.0%
Value $202K Shares 13,000 Est. Cost $15.15 Unrealized