PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001238990 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 25, 2016

Total Value ($000): $824,699 (100.0% shares, 0.0% debt)

Holdings (166)

CSWC CAPITAL SOUTHWEST CORP 2.0%
Value ($000) $16,529 Shares 1,191,701 Est. Cost $5.09 Unrealized -2.8%
NAUTILUS INC 1.9%
Value ($000) $15,435 Shares 798,913 Est. Cost $561.91 Unrealized
SPOK HLDGS INC 1.6%
Value ($000) $13,504 Shares 771,225 Est. Cost $1367.34 Unrealized
DOUGLAS DYNAMICS INC 1.6%
Value ($000) $13,148 Shares 573,903 Est. Cost $1430.00 Unrealized
NEWCASTLE INVT CORP NEW 1.6%
Value ($000) $13,118 Shares 3,029,660 Est. Cost $592.01 Unrealized
IVW ISHARES TR 1.5%
Value ($000) $12,476 Shares 107,650 Est. Cost $7337.05 Unrealized
CALY CALLAWAY GOLF CO 1.4%
Value ($000) $11,289 Shares 1,237,835 Est. Cost $7.17 Unrealized +20.8%
PZENA INVESTMENT MGMT INC 1.3%
Value ($000) $11,049 Shares 1,463,484 Est. Cost $380.07 Unrealized
INTL FCSTONE INC 1.3%
Value ($000) $10,797 Shares 403,912 Est. Cost $911.51 Unrealized
RYDEX ETF TRUST 1.3%
Value ($000) $10,469 Shares 207,150 Est. Cost $53.00 Unrealized
FC FRANKLIN COVEY CO 1.2%
Value ($000) $10,301 Shares 585,620 Est. Cost $15.13 Unrealized +12.8%
DGII DIGI INTL INC 1.2%
Value ($000) $9,912 Shares 1,051,072 Est. Cost $10.52 Unrealized -13.4%
MALIBU BOATS INC 1.2%
Value ($000) $9,831 Shares 599,460 Est. Cost $639.89 Unrealized
DESTINATION XL GROUP INC 1.2%
Value ($000) $9,521 Shares 1,841,564 Est. Cost $369.92 Unrealized
CORENERGY INFRASTRUCTURE TR 1.1%
Value ($000) $9,428 Shares 468,831 Est. Cost $14099.08 Unrealized
CARMIKE CINEMAS INC 1.1%
Value ($000) $9,410 Shares 313,257 Est. Cost $1826.06 Unrealized
BANX STONECASTLE FINL CORP 1.1%
Value ($000) $9,401 Shares 543,103 Est. Cost $7.12 Unrealized -8.8%
ABR ARBOR RLTY TR INC 1.1%
Value ($000) $9,277 Shares 1,370,379 Est. Cost $906.13 Unrealized
TRUEBLUE INC 1.1%
Value ($000) $8,929 Shares 341,435 Est. Cost $1996.65 Unrealized
LANDAUER INC 1.1%
Value ($000) $8,891 Shares 268,856 Est. Cost $20095.28 Unrealized
UHAL AMERCO 1.1%
Value ($000) $8,865 Shares 24,809 Est. Cost $21.88 Unrealized +59.1%
HMN HORACE MANN EDUCATORS CORP N 1.1%
Value ($000) $8,847 Shares 279,178 Est. Cost $29.81 Unrealized +2.9%
FBIZ FIRST BUS FINL SVCS INC WIS 1.1%
Value ($000) $8,831 Shares 385,115 Est. Cost $15.67 Unrealized +9.5%
HCKT HACKETT GROUP INC 1.1%
Value ($000) $8,716 Shares 576,427 Est. Cost $5.19 Unrealized +175.3%
WHG WESTWOOD HLDGS GROUP INC 1.1%
Value ($000) $8,702 Shares 148,377 Est. Cost $49.62 Unrealized +1.6%
SSP SCRIPPS E W CO OHIO 1.0%
Value ($000) $8,637 Shares 554,011 Est. Cost $13.94 Unrealized -5.2%
MADISON CVRED CALL & EQ STR 1.0%
Value ($000) $8,560 Shares 1,145,938 Est. Cost $1203.77 Unrealized
BLACKROCK CAPITAL INVESTMENT 1.0%
Value ($000) $8,179 Shares 869,171 Est. Cost $1670.19 Unrealized
CALAMOS DYNAMIC CONV & INCOM 1.0%
Value ($000) $8,167 Shares 472,603 Est. Cost $8879.29 Unrealized
SHY ISHARES TR 1.0%
Value ($000) $8,158 Shares 95,945 Est. Cost $85.02 Unrealized
PENNANTPARK FLOATING RATE CA 1.0%
Value ($000) $8,129 Shares 694,790 Est. Cost $2224.15 Unrealized
LAD LITHIA MTRS INC 1.0%
Value ($000) $8,058 Shares 92,275 Est. Cost $58.33 Unrealized +47.3%
NUVEEN MTG OPPORTUNITY TERM 1.0%
Value ($000) $8,014 Shares 356,508 Est. Cost $4073.19 Unrealized
MONOTYPE IMAGING HOLDINGS IN 1.0%
Value ($000) $7,947 Shares 332,228 Est. Cost $1888.09 Unrealized
EATON VANCE TAX ADVT DIV INC 0.9%
Value ($000) $7,693 Shares 400,866 Est. Cost $2112.27 Unrealized
BLACKSTONE GSO FLTING RTE FU 0.9%
Value ($000) $7,668 Shares 501,147 Est. Cost $3225.26 Unrealized
NEUBERGER BERMAN RE ES SEC F 0.9%
Value ($000) $7,615 Shares 1,496,144 Est. Cost $1704.64 Unrealized
TECHTARGET INC 0.9%
Value ($000) $7,450 Shares 1,004,039 Est. Cost $546.21 Unrealized
NATURAL GAS SERVICES GROUP 0.9%
Value ($000) $7,391 Shares 341,692 Est. Cost $1324.37 Unrealized
PUTNAM PREMIER INCOME TR 0.9%
Value ($000) $7,080 Shares 1,493,698 Est. Cost $678.62 Unrealized
DLX DELUXE CORP 0.8%
Value ($000) $6,813 Shares 109,031 Est. Cost $38.07 Unrealized -2.0%
GDL FUND 0.8%
Value ($000) $6,755 Shares 673,490 Est. Cost $1299.35 Unrealized
ALG ALAMO GROUP INC 0.8%
Value ($000) $6,735 Shares 120,889 Est. Cost $41.38 Unrealized +21.9%
REIS INC 0.8%
Value ($000) $6,663 Shares 282,915 Est. Cost $1443.67 Unrealized
BLACKSTONE GSO STRATEGIC CR 0.8%
Value ($000) $6,571 Shares 482,069 Est. Cost $2096.48 Unrealized
U S PHYSICAL THERAPY INC 0.8%
Value ($000) $6,408 Shares 128,861 Est. Cost $3808.38 Unrealized
FISV FISERV INC 0.8%
Value ($000) $6,293 Shares 61,345 Est. Cost $27.22 Unrealized +74.2%
CENTURYLINK INC 0.8%
Value ($000) $6,233 Shares 195,022 Est. Cost $2169.64 Unrealized
MACQUARIE INFRASTRUCTURE COR 0.8%
Value ($000) $6,218 Shares 92,201 Est. Cost $7648.97 Unrealized
CHIMERA INVT CORP 0.7%
Value ($000) $5,993 Shares 440,975 Est. Cost $2194.01 Unrealized
GENTHERM INC 0.7%
Value ($000) $5,896 Shares 141,769 Est. Cost $3806.63 Unrealized
SP PLUS CORP 0.7%
Value ($000) $5,850 Shares 243,134 Est. Cost $1951.59 Unrealized
DIGIRAD CORP 0.7%
Value ($000) $5,774 Shares 1,164,022 Est. Cost $4.33 Unrealized
ENSTAR GROUP LIMITED 0.7%
Value ($000) $5,735 Shares 35,272 Est. Cost $11861.97 Unrealized
JJSF J & J SNACK FOODS CORP 0.7%
Value ($000) $5,607 Shares 51,780 Est. Cost $66.63 Unrealized +37.1%
CVS CVS HEALTH CORP 0.7%
Value ($000) $5,585 Shares 53,845 Est. Cost $45.83 Unrealized +58.0%
MSFT MICROSOFT CORP 0.7%
Value ($000) $5,525 Shares 100,027 Est. Cost $29.31 Unrealized +57.2%
NEW SR INVT GROUP INC 0.7%
Value ($000) $5,431 Shares 527,290 Est. Cost $863.40 Unrealized
BLACKSTONE MTG TR INC 0.7%
Value ($000) $5,418 Shares 201,713 Est. Cost $1180.00 Unrealized
CHEROKEE INC DEL NEW 0.7%
Value ($000) $5,396 Shares 303,320 Est. Cost $13.87 Unrealized
UNITED FINL BANCORP INC NEW 0.6%
Value ($000) $5,352 Shares 425,075 Est. Cost $13.58 Unrealized
SHOO MADDEN STEVEN LTD 0.6%
Value ($000) $5,325 Shares 143,761 Est. Cost $19.24 Unrealized -0.1%
A H BELO CORP 0.6%
Value ($000) $5,134 Shares 1,067,388 Est. Cost $270.44 Unrealized
NUVEEN INTER DURATION MN TMF 0.6%
Value ($000) $5,041 Shares 378,422 Est. Cost $4953.07 Unrealized
NUVEEN BUILD AMER BD FD 0.6%
Value ($000) $5,025 Shares 232,734 Est. Cost $3401.38 Unrealized
ROYCE MICRO-CAP TR INC 0.6%
Value ($000) $5,015 Shares 716,377 Est. Cost $1650.77 Unrealized
JPMORGAN CHASE & CO 0.6%
Value ($000) $4,978 Shares 84,059 Est. Cost $7186.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $4,948 Shares 34,877 Est. Cost $132.58 Unrealized 0.0%
SOLAR CAP LTD 0.6%
Value ($000) $4,936 Shares 285,641 Est. Cost $2689.99 Unrealized
TARGET CORP 0.6%
Value ($000) $4,884 Shares 59,360 Est. Cost $9611.72 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.6%
Value ($000) $4,771 Shares 240,837 Est. Cost $4555.02 Unrealized
WASTE MGMT INC DEL 0.6%
Value ($000) $4,739 Shares 80,320 Est. Cost $6409.29 Unrealized
HRL HORMEL FOODS CORP 0.6%
Value ($000) $4,721 Shares 109,186 Est. Cost $21.96 Unrealized +49.2%
SUPREME INDS INC 0.6%
Value ($000) $4,711 Shares 532,961 Est. Cost $1068.59 Unrealized
CECO CECO ENVIRONMENTAL CORP 0.6%
Value ($000) $4,694 Shares 755,934 Est. Cost $8.40 Unrealized -23.5%
SYNTEL INC 0.6%
Value ($000) $4,628 Shares 92,690 Est. Cost $4066.94 Unrealized
SAMG SILVERCREST ASSET MGMT GROUP 0.6%
Value ($000) $4,617 Shares 362,400 Est. Cost $15.15 Unrealized -26.1%
KIMBALL INTL INC 0.6%
Value ($000) $4,608 Shares 406,000 Est. Cost $828.37 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $4,567 Shares 42,208 Est. Cost $61.95 Unrealized +27.2%
ARC DOCUMENT SOLUTIONS INC 0.6%
Value ($000) $4,562 Shares 1,013,829 Est. Cost $7.78 Unrealized
CLOUGH GLOBAL EQUITY FD 0.5%
Value ($000) $4,335 Shares 398,422 Est. Cost $1476.12 Unrealized
GSI GROUP INC CDA NEW 0.5%
Value ($000) $4,335 Shares 306,179 Est. Cost $1020.30 Unrealized
PLAB PHOTRONICS INC 0.5%
Value ($000) $4,270 Shares 410,145 Est. Cost $7.71 Unrealized +40.0%
ACCENTURE PLC IRELAND 0.5%
Value ($000) $4,180 Shares 36,223 Est. Cost $12047.10 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.5%
Value ($000) $4,173 Shares 435,647 Est. Cost $12.82 Unrealized
DHI GROUP INC 0.5%
Value ($000) $4,145 Shares 513,672 Est. Cost $712.13 Unrealized
INVENTURE FOODS INC 0.5%
Value ($000) $4,140 Shares 732,660 Est. Cost $327.97 Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $4,114 Shares 49,987 Est. Cost $55.34 Unrealized +11.4%
ELV ANTHEM INC 0.5%
Value ($000) $4,050 Shares 29,137 Est. Cost $107.85 Unrealized +8.1%
EXXON MOBIL CORP 0.5%
Value ($000) $4,041 Shares 48,342 Est. Cost $9683.24 Unrealized
ROYCE VALUE TR INC 0.5%
Value ($000) $4,020 Shares 343,317 Est. Cost $4260.89 Unrealized
UFPT UFP TECHNOLOGIES INC 0.5%
Value ($000) $3,984 Shares 178,900 Est. Cost $20.31 Unrealized +9.2%
CSW CSW INDUSTRIALS INC 0.5%
Value ($000) $3,968 Shares 125,955 Est. Cost $30.94 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.5%
Value ($000) $3,938 Shares 82,640 Est. Cost $27.90 Unrealized +37.5%
BA BOEING CO 0.5%
Value ($000) $3,932 Shares 30,976 Est. Cost $87.31 Unrealized +28.1%
SLP SIMULATIONS PLUS INC 0.5%
Value ($000) $3,931 Shares 445,184 Est. Cost $3.64 Unrealized +147.6%
CVGW CALAVO GROWERS INC 0.5%
Value ($000) $3,858 Shares 67,611 Est. Cost $25.76 Unrealized +69.3%
BLACKROCK MUN 2030 TAR TERM 0.5%
Value ($000) $3,850 Shares 167,850 Est. Cost $4836.34 Unrealized
RWT REDWOOD TR INC 0.5%
Value ($000) $3,753 Shares 286,931 Est. Cost $2231.65 Unrealized
CTAS CINTAS CORP 0.4%
Value ($000) $3,679 Shares 40,967 Est. Cost $11.01 Unrealized +76.1%
FNWB FIRST NORTHWEST BANCORP 0.4%
Value ($000) $3,640 Shares 282,850 Est. Cost $10.96 Unrealized +3.6%
INVESCO LTD 0.4%
Value ($000) $3,512 Shares 114,125 Est. Cost $3835.66 Unrealized
ENTEGRA FINL CORP 0.4%
Value ($000) $3,489 Shares 200,866 Est. Cost $2092.82 Unrealized
AMERIPRISE FINL INC 0.4%
Value ($000) $3,468 Shares 36,887 Est. Cost $11087.79 Unrealized
BSB BANCORP INC MD 0.4%
Value ($000) $3,449 Shares 153,498 Est. Cost $1370.37 Unrealized
HARVEST CAP CR CORP 0.4%
Value ($000) $3,437 Shares 282,451 Est. Cost $1739.80 Unrealized
DST SYS INC DEL 0.4%
Value ($000) $3,352 Shares 29,728 Est. Cost $10625.08 Unrealized
ALCENTRA CAP CORP 0.4%
Value ($000) $3,297 Shares 283,478 Est. Cost $1075.66 Unrealized
LENDINGTREE INC NEW 0.4%
Value ($000) $3,247 Shares 33,203 Est. Cost $7237.82 Unrealized
AWRE AWARE INC MASS 0.4%
Value ($000) $3,183 Shares 853,220 Est. Cost $3.90 Unrealized -12.4%
F FORD MTR CO DEL 0.4%
Value ($000) $3,110 Shares 230,361 Est. Cost $7.70 Unrealized -3.2%
MOCON INC 0.4%
Value ($000) $3,032 Shares 218,950 Est. Cost $14.28 Unrealized
FLXS FLEXSTEEL INDS INC 0.4%
Value ($000) $2,892 Shares 66,200 Est. Cost $20.20 Unrealized +60.7%
RED LION HOTELS CORP 0.3%
Value ($000) $2,799 Shares 332,000 Est. Cost $2580.90 Unrealized
VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $2,765 Shares 51,133 Est. Cost $6343.56 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $2,747 Shares 71,190 Est. Cost $46.24 Unrealized
HRB BLOCK H & R INC 0.3%
Value ($000) $2,721 Shares 102,993 Est. Cost $20.16 Unrealized +6.5%
WEST MARINE INC 0.3%
Value ($000) $2,646 Shares 291,100 Est. Cost $302.52 Unrealized
SGC SUPERIOR UNIFORM GP INC 0.3%
Value ($000) $2,620 Shares 147,000 Est. Cost $16.74 Unrealized +1.5%
AGYS AGILYSYS INC 0.3%
Value ($000) $2,604 Shares 255,000 Est. Cost $11.26 Unrealized -10.1%
KO COCA COLA CO 0.3%
Value ($000) $2,598 Shares 56,000 Est. Cost $27.85 Unrealized +14.3%
U S G CORP 0.3%
Value ($000) $2,587 Shares 104,281 Est. Cost $1273.36 Unrealized
HOFT HOOKER FURNITURE CORP 0.3%
Value ($000) $2,575 Shares 78,390 Est. Cost $23.50 Unrealized +28.3%
DE DEERE & CO 0.3%
Value ($000) $2,549 Shares 33,113 Est. Cost $66.09 Unrealized +0.3%
INCONTACT INC 0.3%
Value ($000) $2,463 Shares 277,080 Est. Cost $8.79 Unrealized
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $2,427 Shares 24,243 Est. Cost $10099.52 Unrealized
PREMIER INC 0.3%
Value ($000) $2,426 Shares 72,725 Est. Cost $1007.25 Unrealized
3M CO 0.3%
Value ($000) $2,384 Shares 14,305 Est. Cost $116.43 Unrealized
NCR CORP NEW 0.3%
Value ($000) $2,364 Shares 78,980 Est. Cost $2978.82 Unrealized
THESTREET INC 0.3%
Value ($000) $2,312 Shares 1,864,688 Est. Cost $42.48 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.3%
Value ($000) $2,274 Shares 299,592 Est. Cost $8.26 Unrealized -25.3%
NOVARTIS A G 0.3%
Value ($000) $2,250 Shares 31,065 Est. Cost $10923.01 Unrealized
BLACKROCK RES & COMM STRAT T 0.3%
Value ($000) $2,241 Shares 310,786 Est. Cost $11.24 Unrealized
INFORMATION SERVICES GROUP I 0.3%
Value ($000) $2,131 Shares 542,282 Est. Cost $945.32 Unrealized
SALM SALEM MEDIA GROUP INC 0.3%
Value ($000) $2,099 Shares 364,425 Est. Cost $8.09 Unrealized -43.7%
PFSWEB INC 0.3%
Value ($000) $2,085 Shares 158,900 Est. Cost $2673.81 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $2,049 Shares 22,781 Est. Cost $49908.66 Unrealized
MESA LABS INC 0.2%
Value ($000) $2,044 Shares 21,210 Est. Cost $57.87 Unrealized
PSYCHEMEDICS CORP 0.2%
Value ($000) $2,034 Shares 147,908 Est. Cost $11.26 Unrealized
DEMAND MEDIA INC 0.2%
Value ($000) $1,958 Shares 391,600 Est. Cost $145.04 Unrealized
ALPINE TOTAL DYNAMIC DIVID F 0.2%
Value ($000) $1,885 Shares 251,307 Est. Cost $336.49 Unrealized
ATLANTIC CAP BANCSHARES INC 0.2%
Value ($000) $1,831 Shares 131,335 Est. Cost $10831.18 Unrealized
CULP CULP INC 0.2%
Value ($000) $1,786 Shares 68,100 Est. Cost $15.84 Unrealized +33.0%
HALLMARK FINL SVCS INC EC 0.2%
Value ($000) $1,759 Shares 152,978 Est. Cost $709.13 Unrealized
ITT CORP NEW 0.2%
Value ($000) $1,716 Shares 46,518 Est. Cost $4910.39 Unrealized
RIGNET INC 0.2%
Value ($000) $1,693 Shares 123,766 Est. Cost $1387.65 Unrealized
FRBA FIRST BANK WILLIAMSTOWN NJ 0.2%
Value ($000) $1,644 Shares 236,915 Est. Cost $5.36 Unrealized +8.3%
EXA CORP 0.2%
Value ($000) $1,621 Shares 125,150 Est. Cost $11.77 Unrealized
TLF TANDY LEATHER FACTORY INC 0.2%
Value ($000) $1,578 Shares 227,000 Est. Cost $9.06 Unrealized -21.0%
DSGR LAWSON PRODS INC 0.2%
Value ($000) $1,551 Shares 79,200 Est. Cost $11.32 Unrealized -16.0%
EATON VANCE ENHANCED EQ INC 0.2%
Value ($000) $1,534 Shares 122,388 Est. Cost $1794.49 Unrealized
FMNB FARMERS NATL BANC CORP 0.2%
Value ($000) $1,399 Shares 157,000 Est. Cost $4.98 Unrealized +20.7%
NATH NATHANS FAMOUS INC NEW 0.2%
Value ($000) $1,382 Shares 31,700 Est. Cost $48.46 Unrealized +0.3%
TRNS TRANSCAT INC 0.2%
Value ($000) $1,379 Shares 136,000 Est. Cost $9.52 Unrealized +0.8%
FIRST FINANCIAL NORTHWEST IN 0.2%
Value ($000) $1,328 Shares 100,815 Est. Cost $812.11 Unrealized
MVC CAPITAL INC 0.2%
Value ($000) $1,318 Shares 176,628 Est. Cost $12.35 Unrealized
PERFORMANCE SPORTS GROUP LTD 0.2%
Value ($000) $1,310 Shares 411,823 Est. Cost $242.94 Unrealized
PERCEPTRON INC 0.1%
Value ($000) $1,111 Shares 229,000 Est. Cost $9.99 Unrealized
ROYCE GLOBAL VALUE TR INC 0.1%
Value ($000) $1,065 Shares 144,479 Est. Cost $8.22 Unrealized
FIBROGEN INC 0.1%
Value ($000) $803 Shares 37,698 Est. Cost $23.49 Unrealized
ASTRO-MED INC NEW 0.1%
Value ($000) $730 Shares 52,700 Est. Cost $14148.68 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $725 Shares 6,500 Est. Cost $73.48 Unrealized +29.7%
DLHC DLH HLDGS CORP 0.1%
Value ($000) $668 Shares 174,000 Est. Cost $2.85 Unrealized +19.0%
LRAD CORP 0.1%
Value ($000) $486 Shares 292,478 Est. Cost $2.53 Unrealized
OFS CAP CORP 0.0%
Value ($000) $157 Shares 12,110 Est. Cost $11480.02 Unrealized
PRISM TECHNOLOGIES GROUP INC 0.0%
Value ($000) $107 Shares 355,335 Est. Cost $103.19 Unrealized