PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Diversified Active

Location: Edina, MN

CIK: 0001238990 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 14, 2017

Total Value: $1.131B (100.0% shares, 0.0% debt)

Holdings (180)

CSWC CAPITAL SOUTHWEST CORP 2.7%
Value $30.88M Shares 1,802,365 Est. Cost $5.12 Unrealized +22.0%
INTL FCSTONE INC 1.8%
Value $20.89M Shares 545,077 Est. Cost $37.97 Unrealized
RILY B RILEY FINL INC 1.7%
Value $19.13M Shares 1,122,155 Est. Cost $16.57 Unrealized +4.9%
PZENA INVESTMENT MGMT INC 1.7%
Value $18.68M Shares 1,715,411 Est. Cost $9.87 Unrealized
MBUU MALIBU BOATS INC 1.6%
Value $18.05M Shares 570,481 Est. Cost $20.33 Unrealized +36.0%
PLOW DOUGLAS DYNAMICS INC 1.6%
Value $17.7M Shares 449,234 Est. Cost $32.42 Unrealized +5.3%
CALY CALLAWAY GOLF CO 1.6%
Value $17.62M Shares 1,221,361 Est. Cost $7.24 Unrealized +81.7%
FERRO CORP 1.4%
Value $16.39M Shares 735,017 Est. Cost $14.21 Unrealized
IVW ISHARES TR 1.4%
Value $16.2M Shares 112,980 Est. Cost $6883.91 Unrealized
DGII DIGI INTL INC 1.4%
Value $15.4M Shares 1,452,591 Est. Cost $11.03 Unrealized -12.7%
SPOK SPOK HLDGS INC 1.2%
Value $14.04M Shares 914,930 Est. Cost $19.34 Unrealized -15.5%
GRBK GREEN BRICK PARTNERS INC 1.2%
Value $14.04M Shares 1,418,568 Est. Cost $8.22 Unrealized +25.5%
HOFT HOOKER FURNITURE CORP 1.2%
Value $13.93M Shares 291,777 Est. Cost $31.27 Unrealized +37.0%
NAUTILUS INC 1.2%
Value $13.69M Shares 810,267 Est. Cost $18.23 Unrealized
DLX DELUXE CORP 1.2%
Value $13.44M Shares 184,239 Est. Cost $42.12 Unrealized +13.9%
NEUBERGER BERMAN MLP INCOME 1.1%
Value $12.77M Shares 1,343,964 Est. Cost $10.03 Unrealized
NUVEEN MTG OPPORTUNITY TERM 1.1%
Value $12.62M Shares 497,424 Est. Cost $2926.22 Unrealized
RYDEX ETF TRUST 1.1%
Value $12.57M Shares 204,293 Est. Cost $58.86 Unrealized
WHG WESTWOOD HLDGS GROUP INC 1.1%
Value $12.55M Shares 186,604 Est. Cost $50.95 Unrealized +17.3%
LAD LITHIA MTRS INC 1.1%
Value $11.96M Shares 99,436 Est. Cost $60.61 Unrealized +72.6%
SHY ISHARES TR 1.0%
Value $11.8M Shares 139,705 Est. Cost $84.98 Unrealized
BHB BAR HBR BANKSHARES 1.0%
Value $11.53M Shares 367,599 Est. Cost $21.06 Unrealized -3.1%
IEUR ISHARES TR 1.0%
Value $11.31M Shares 227,697 Est. Cost $44.30 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 1.0%
Value $11.24M Shares 775,971 Est. Cost $5.48 Unrealized +6.7%
NUVEEN BUILD AMER BD FD 1.0%
Value $11.23M Shares 523,284 Est. Cost $21.06 Unrealized
DRIVE SHACK INC 1.0%
Value $11.06M Shares 3,064,778 Est. Cost $3.72 Unrealized
TECHTARGET INC 1.0%
Value $11.05M Shares 925,420 Est. Cost $9.05 Unrealized
BANX STONECASTLE FINL CORP 1.0%
Value $10.94M Shares 529,848 Est. Cost $7.14 Unrealized +30.5%
NGS NATURAL GAS SERVICES GROUP 1.0%
Value $10.79M Shares 379,955 Est. Cost $27.66 Unrealized -11.5%
HCKT HACKETT GROUP INC 0.9%
Value $10.46M Shares 688,296 Est. Cost $7.37 Unrealized +102.0%
ABR ARBOR RLTY TR INC 0.8%
Value $9.421M Shares 1,148,857 Est. Cost $820.64 Unrealized
UHAL AMERCO 0.8%
Value $9.35M Shares 24,939 Est. Cost $22.28 Unrealized +67.7%
MACQUARIE INFRASTRUCTURE COR 0.8%
Value $9.258M Shares 128,268 Est. Cost $79.17 Unrealized
COMMERCEHUB INC 0.8%
Value $9.038M Shares 423,337 Est. Cost $15.70 Unrealized
SSP SCRIPPS E W CO OHIO 0.8%
Value $9.01M Shares 471,479 Est. Cost $13.92 Unrealized -1.0%
OUTFRONT MEDIA INC 0.8%
Value $8.982M Shares 356,697 Est. Cost $25.67 Unrealized
SP PLUS CORP 0.8%
Value $8.945M Shares 226,462 Est. Cost $33.60 Unrealized
BLACKROCK CAPITAL INVESTMENT 0.8%
Value $8.625M Shares 1,149,939 Est. Cost $1264.22 Unrealized
FC FRANKLIN COVEY CO 0.8%
Value $8.61M Shares 424,118 Est. Cost $15.22 Unrealized +22.2%
NORTHSTAR REALTY EUROPE CORP 0.8%
Value $8.507M Shares 664,064 Est. Cost $11.68 Unrealized
ENSTAR GROUP LIMITED 0.7%
Value $8.403M Shares 37,794 Est. Cost $192.33 Unrealized
SAMG SILVERCREST ASSET MGMT GROUP 0.7%
Value $8.131M Shares 558,860 Est. Cost $14.29 Unrealized -9.9%
CSW CSW INDUSTRIALS INC 0.7%
Value $8.091M Shares 182,426 Est. Cost $31.42 Unrealized +24.6%
MADISON CVRED CALL & EQ STR 0.7%
Value $8.004M Shares 1,019,617 Est. Cost $928.51 Unrealized
NEW SR INVT GROUP INC 0.7%
Value $7.821M Shares 854,721 Est. Cost $536.66 Unrealized
CHIMERA INVT CORP 0.7%
Value $7.759M Shares 410,104 Est. Cost $20.05 Unrealized
ARC DOCUMENT SOLUTIONS INC 0.7%
Value $7.719M Shares 1,887,405 Est. Cost $3.67 Unrealized
MSFT MICROSOFT CORP 0.7%
Value $7.606M Shares 102,111 Est. Cost $29.85 Unrealized +123.4%
PARR PAR PACIFIC HOLDINGS INC 0.7%
Value $7.586M Shares 364,720 Est. Cost $15.02 Unrealized +20.7%
HMN HORACE MANN EDUCATORS CORP N 0.6%
Value $7.249M Shares 184,231 Est. Cost $30.02 Unrealized +22.7%
CECO CECO ENVIRONMENTAL CORP 0.6%
Value $7.201M Shares 851,140 Est. Cost $8.26 Unrealized +3.1%
CARBONITE INC 0.6%
Value $7.187M Shares 326,694 Est. Cost $15.76 Unrealized
NOVT NOVANTA INC 0.6%
Value $7.158M Shares 164,184 Est. Cost $24.39 Unrealized +59.4%
JPM JPMORGAN CHASE & CO 0.6%
Value $7.153M Shares 74,889 Est. Cost $69.68 Unrealized +5.7%
DEUTSCHE HIGH INCOME OPPORT 0.6%
Value $7.049M Shares 465,899 Est. Cost $14.67 Unrealized
ETSY ETSY INC 0.6%
Value $7.036M Shares 416,823 Est. Cost $11.84 Unrealized +33.2%
UNITED FINL BANCORP INC NEW 0.6%
Value $6.946M Shares 379,762 Est. Cost $14.71 Unrealized
BA BOEING CO 0.6%
Value $6.907M Shares 27,169 Est. Cost $88.18 Unrealized +150.0%
ENTEGRA FINL CORP 0.6%
Value $6.829M Shares 273,706 Est. Cost $23.65 Unrealized
AMP AMERIPRISE FINL INC 0.6%
Value $6.825M Shares 45,955 Est. Cost $104.44 Unrealized +13.6%
BXMT BLACKSTONE MTG TR INC 0.6%
Value $6.797M Shares 219,111 Est. Cost $31.00 Unrealized
SHOO MADDEN STEVEN LTD 0.6%
Value $6.673M Shares 154,106 Est. Cost $19.42 Unrealized +22.3%
XFDEX FIRST TR DYNAMIC EUROPE EQT 0.6%
Value $6.671M Shares 343,486 Est. Cost $17.37 Unrealized
COLONY NORTHSTAR INC 0.6%
Value $6.395M Shares 509,151 Est. Cost $13.77 Unrealized
CORENERGY INFRASTRUCTURE TR 0.6%
Value $6.379M Shares 180,456 Est. Cost $13191.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $6.337M Shares 34,570 Est. Cost $132.87 Unrealized +33.0%
SLP SIMULATIONS PLUS INC 0.6%
Value $6.321M Shares 407,790 Est. Cost $3.64 Unrealized +278.9%
EATON VANCE TX ADV GLBL DIV 0.5%
Value $6.182M Shares 359,411 Est. Cost $15.67 Unrealized
ADUS ADDUS HOMECARE CORP 0.5%
Value $6.178M Shares 175,000 Est. Cost $26.78 Unrealized +31.5%
WM WASTE MGMT INC DEL 0.5%
Value $6.044M Shares 77,214 Est. Cost $60.93 Unrealized +7.7%
SGC SUPERIOR UNIFORM GP INC 0.5%
Value $6.027M Shares 263,175 Est. Cost $17.17 Unrealized +29.4%
CMT CORE MOLDING TECHNOLOGIES IN 0.5%
Value $6.016M Shares 274,180 Est. Cost $16.50 Unrealized +26.0%
FISV FISERV INC 0.5%
Value $6.007M Shares 46,581 Est. Cost $27.51 Unrealized +125.8%
ROYCE VALUE TR INC 0.5%
Value $5.973M Shares 378,262 Est. Cost $3160.80 Unrealized
ALG ALAMO GROUP INC 0.5%
Value $5.968M Shares 55,585 Est. Cost $41.38 Unrealized +116.7%
KIMBALL INTL INC 0.5%
Value $5.903M Shares 298,600 Est. Cost $761.83 Unrealized
RED LION HOTELS CORP 0.5%
Value $5.873M Shares 679,000 Est. Cost $1266.09 Unrealized
NEUBERGER BERMAN RE ES SEC F 0.5%
Value $5.867M Shares 1,045,818 Est. Cost $5.33 Unrealized
CENTURYLINK INC 0.5%
Value $5.864M Shares 310,280 Est. Cost $1383.90 Unrealized
BSB BANCORP INC MD 0.5%
Value $5.83M Shares 194,670 Est. Cost $28.65 Unrealized
THRM GENTHERM INC 0.5%
Value $5.677M Shares 152,816 Est. Cost $35.76 Unrealized -4.3%
TREE LENDINGTREE INC NEW 0.5%
Value $5.636M Shares 23,056 Est. Cost $125.36 Unrealized
EASTERLY GOVT PPTYS INC 0.5%
Value $5.634M Shares 272,578 Est. Cost $19.88 Unrealized
ELV ANTHEM INC 0.5%
Value $5.606M Shares 29,526 Est. Cost $108.11 Unrealized +57.7%
ARCC ARES CAP CORP 0.5%
Value $5.597M Shares 341,494 Est. Cost $7.41 Unrealized -1.7%
BC BRUNSWICK CORP 0.5%
Value $5.434M Shares 97,089 Est. Cost $41.77 Unrealized +15.5%
IVE ISHARES TR 0.5%
Value $5.395M Shares 49,991 Est. Cost $22961.22 Unrealized
SLRC SOLAR CAP LTD 0.5%
Value $5.395M Shares 249,286 Est. Cost $9.44 Unrealized +2.1%
LSC COMMUNICATIONS INC 0.5%
Value $5.361M Shares 324,685 Est. Cost $23.88 Unrealized
AGYS AGILYSYS INC 0.5%
Value $5.12M Shares 428,480 Est. Cost $9.60 Unrealized +9.4%
UFPT UFP TECHNOLOGIES INC 0.5%
Value $5.114M Shares 182,000 Est. Cost $20.76 Unrealized +33.2%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value $5.104M Shares 103,132 Est. Cost $31.43 Unrealized -3.8%
A H BELO CORP 0.4%
Value $5.058M Shares 1,099,620 Est. Cost $239.91 Unrealized
RSG REPUBLIC SVCS INC 0.4%
Value $5.03M Shares 76,145 Est. Cost $28.11 Unrealized +102.3%
JNJ JOHNSON & JOHNSON 0.4%
Value $5.002M Shares 38,473 Est. Cost $62.25 Unrealized +68.6%
ACN ACCENTURE PLC IRELAND 0.4%
Value $4.939M Shares 36,565 Est. Cost $104.00 Unrealized +10.3%
FNWB FIRST NORTHWEST BANCORP 0.4%
Value $4.831M Shares 282,520 Est. Cost $10.96 Unrealized +28.7%
RIGNET INC 0.4%
Value $4.813M Shares 279,822 Est. Cost $625.03 Unrealized
JJSF J & J SNACK FOODS CORP 0.4%
Value $4.808M Shares 36,622 Est. Cost $68.75 Unrealized +61.9%
CTAS CINTAS CORP 0.4%
Value $4.693M Shares 32,529 Est. Cost $11.01 Unrealized +177.0%
SELECT COMFORT CORP 0.4%
Value $4.659M Shares 150,050 Est. Cost $31.05 Unrealized
REIS INC 0.4%
Value $4.647M Shares 258,175 Est. Cost $17.90 Unrealized
MVC CAPITAL INC 0.4%
Value $4.638M Shares 463,386 Est. Cost $10.72 Unrealized
USPH U S PHYSICAL THERAPY INC 0.4%
Value $4.61M Shares 75,024 Est. Cost $70.58 Unrealized -13.7%
FRBA FIRST BANK WILLIAMSTOWN NJ 0.4%
Value $4.562M Shares 343,000 Est. Cost $6.75 Unrealized +63.2%
ALOT ASTRONOVA INC 0.4%
Value $4.54M Shares 349,220 Est. Cost $13.12 Unrealized -2.2%
SEASPAN CORP 0.4%
Value $4.536M Shares 639,822 Est. Cost $7.13 Unrealized
BLACKROCK MUN 2030 TAR TERM 0.4%
Value $4.504M Shares 198,692 Est. Cost $22.66 Unrealized
CVS CVS HEALTH CORP 0.4%
Value $4.498M Shares 55,315 Est. Cost $46.93 Unrealized +29.6%
VREX VAREX IMAGING CORP 0.4%
Value $4.471M Shares 132,128 Est. Cost $31.27 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW 0.4%
Value $4.454M Shares 65,000 Est. Cost $68.52 Unrealized
DIGIRAD CORP 0.4%
Value $4.409M Shares 1,277,876 Est. Cost $4.38 Unrealized
TRNS TRANSCAT INC 0.4%
Value $4.365M Shares 322,158 Est. Cost $10.35 Unrealized +25.6%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.4%
Value $4.327M Shares 107,759 Est. Cost $33.65 Unrealized +14.7%
LEAF GROUP LTD 0.4%
Value $4.267M Shares 618,400 Est. Cost $7.50 Unrealized
ALLERGAN PLC 0.4%
Value $4.031M Shares 19,668 Est. Cost $243.08 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $3.976M Shares 48,494 Est. Cost $56.11 Unrealized -3.2%
PG PROCTER AND GAMBLE CO 0.3%
Value $3.887M Shares 42,728 Est. Cost $55.65 Unrealized +31.2%
NUVEEN INTER DURATION MN TMF 0.3%
Value $3.845M Shares 287,378 Est. Cost $3803.79 Unrealized
MCBC HLDGS INC 0.3%
Value $3.843M Shares 188,550 Est. Cost $16.17 Unrealized
PERCEPTRON INC 0.3%
Value $3.81M Shares 482,900 Est. Cost $8.21 Unrealized
HERITAGE CRYSTAL CLEAN INC 0.3%
Value $3.802M Shares 174,800 Est. Cost $13.04 Unrealized
III INFORMATION SERVICES GROUP I 0.3%
Value $3.719M Shares 925,000 Est. Cost $2.82 Unrealized +15.8%
DE DEERE & CO 0.3%
Value $3.678M Shares 29,283 Est. Cost $66.22 Unrealized +63.9%
OFS OFS CAP CORP 0.3%
Value $3.605M Shares 273,740 Est. Cost $14.38 Unrealized -6.0%
HRL HORMEL FOODS CORP 0.3%
Value $3.589M Shares 111,683 Est. Cost $22.22 Unrealized +18.8%
COMMERCEHUB INC 0.3%
Value $3.566M Shares 158,000 Est. Cost $15.59 Unrealized
IVZ INVESCO LTD 0.3%
Value $3.564M Shares 101,703 Est. Cost $20.69 Unrealized +11.2%
PREMIER INC 0.3%
Value $3.545M Shares 108,839 Est. Cost $32.06 Unrealized
TGT TARGET CORP 0.3%
Value $3.504M Shares 59,380 Est. Cost $47.99 Unrealized -8.1%
VYX NCR CORP NEW 0.3%
Value $3.488M Shares 92,963 Est. Cost $27.13 Unrealized -15.3%
NATIONAL CINEMEDIA INC 0.3%
Value $3.403M Shares 487,512 Est. Cost $11.31 Unrealized
MMM 3M CO 0.3%
Value $3.393M Shares 16,167 Est. Cost $114.40 Unrealized +13.5%
FMNB FARMERS NATL BANC CORP 0.3%
Value $3.33M Shares 221,271 Est. Cost $7.26 Unrealized +39.5%
U S G CORP 0.3%
Value $3.264M Shares 99,958 Est. Cost $1273.36 Unrealized
DST SYS INC DEL 0.3%
Value $3.183M Shares 58,001 Est. Cost $5470.26 Unrealized
DSGR LAWSON PRODS INC 0.3%
Value $3.077M Shares 122,122 Est. Cost $11.05 Unrealized +3.8%
AWRE AWARE INC MASS 0.3%
Value $3.059M Shares 657,879 Est. Cost $3.90 Unrealized +24.3%
BOULDER GROWTH & INCOME FD I 0.3%
Value $2.862M Shares 280,544 Est. Cost $9.13 Unrealized
PANHANDLE OIL AND GAS INC 0.3%
Value $2.851M Shares 119,800 Est. Cost $17.36 Unrealized
UNITED TECHNOLOGIES CORP 0.3%
Value $2.84M Shares 24,469 Est. Cost $9837.29 Unrealized
PFSWEB INC 0.2%
Value $2.814M Shares 337,022 Est. Cost $1233.30 Unrealized
NVS NOVARTIS A G 0.2%
Value $2.713M Shares 31,605 Est. Cost $74.27 Unrealized
BLACKSTONE GSO STRATEGIC CR 0.2%
Value $2.703M Shares 169,159 Est. Cost $15.84 Unrealized
TACT TRANSACT TECHNOLOGIES INC 0.2%
Value $2.701M Shares 277,000 Est. Cost $7.39 Unrealized +27.0%
ROYCE MICRO-CAP TR INC 0.2%
Value $2.646M Shares 282,085 Est. Cost $1650.77 Unrealized
LANDAUER INC 0.2%
Value $2.635M Shares 39,156 Est. Cost $48.82 Unrealized
KINS KINGSTONE COS INC 0.2%
Value $2.564M Shares 157,300 Est. Cost $11.78 Unrealized +12.6%
CMCO COLUMBUS MCKINNON CORP N Y 0.2%
Value $2.537M Shares 67,000 Est. Cost $22.68 Unrealized +25.8%
KO COCA COLA CO 0.2%
Value $2.521M Shares 56,000 Est. Cost $27.85 Unrealized +25.4%
ALNT ALLIED MOTION TECHNOLOGIES I 0.2%
Value $2.513M Shares 99,153 Est. Cost $14.29 Unrealized +18.8%
PCSB FINL CORP 0.2%
Value $2.49M Shares 132,000 Est. Cost $17.48 Unrealized
DKS DICKS SPORTING GOODS INC 0.2%
Value $2.462M Shares 91,159 Est. Cost $36.73 Unrealized -32.7%
DLHC DLH HLDGS CORP 0.2%
Value $2.423M Shares 373,900 Est. Cost $5.67 Unrealized +4.5%
I D SYSTEMS INC 0.2%
Value $2.319M Shares 308,760 Est. Cost $6.90 Unrealized
CULP CULP INC 0.2%
Value $2.282M Shares 69,676 Est. Cost $16.31 Unrealized +61.8%
EPM EVOLUTION PETROLEUM CORP 0.2%
Value $2.245M Shares 311,862 Est. Cost $3.51 Unrealized +24.1%
BSET BASSETT FURNITURE INDS INC 0.2%
Value $2.187M Shares 58,000 Est. Cost $17.83 Unrealized +37.6%
BG STAFFING INC 0.2%
Value $2.164M Shares 130,742 Est. Cost $14.31 Unrealized
IEMG ISHARES INC 0.2%
Value $2.148M Shares 39,754 Est. Cost $47.81 Unrealized
ITT ITT INC 0.2%
Value $2.072M Shares 46,802 Est. Cost $41.12 Unrealized +0.2%
THESTREET INC 0.2%
Value $2.043M Shares 1,891,500 Est. Cost $0.76 Unrealized
NATH NATHANS FAMOUS INC NEW 0.2%
Value $1.937M Shares 26,200 Est. Cost $48.46 Unrealized +31.6%
CATCHMARK TIMBER TR INC 0.2%
Value $1.874M Shares 148,619 Est. Cost $11.53 Unrealized
DXLG DESTINATION XL GROUP INC 0.2%
Value $1.8M Shares 947,523 Est. Cost $3.08 Unrealized -38.0%
ROYCE GLOBAL VALUE TR INC 0.2%
Value $1.7M Shares 164,217 Est. Cost $8.81 Unrealized
ATLAS FINANCIAL HOLDINGS INC 0.1%
Value $1.679M Shares 88,820 Est. Cost $18.90 Unrealized
IEC ELECTRS CORP NEW 0.1%
Value $1.643M Shares 333,200 Est. Cost $3.84 Unrealized
MLAB MESA LABS INC 0.1%
Value $1.584M Shares 10,610 Est. Cost $118.09 Unrealized +15.4%
CYBEROPTICS CORP 0.1%
Value $1.507M Shares 92,710 Est. Cost $19.78 Unrealized
VOLT INFORMATION SCIENCES IN 0.1%
Value $1.356M Shares 430,600 Est. Cost $5.95 Unrealized
BLACKROCK RES & COMM STRAT T 0.1%
Value $1.314M Shares 147,825 Est. Cost $8.60 Unrealized
FIRST TR ENERGY INFRASTRCTR 0.1%
Value $1.196M Shares 63,735 Est. Cost $18.77 Unrealized
FIBROGEN INC 0.1%
Value $1.08M Shares 20,081 Est. Cost $24.64 Unrealized
HUTTIG BLDG PRODS INC 0.1%
Value $1.038M Shares 147,000 Est. Cost $7.06 Unrealized
AUTOBYTEL INC 0.1%
Value $827K Shares 120,000 Est. Cost $12.61 Unrealized
CHEROKEE INC DEL NEW 0.1%
Value $684K Shares 248,850 Est. Cost $8.56 Unrealized
CANTEL MEDICAL CORP 0.0%
Value $335K Shares 3,555 Est. Cost $81.64 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $213K Shares 1,920 Est. Cost $65.59 Unrealized +14.7%
STEWARDSHIP FINL CORP 0.0%
Value $143K Shares 14,600 Est. Cost $9.79 Unrealized