PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Diversified Active

Location: Edina, MN

CIK: 0001238990 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value: $1.757B (99.3% shares, 0.7% debt)

Holdings (175)

SNEX STONEX GROUP INC 3.3%
Value $58.4M Shares 831,215 Est. Cost $31.88 Unrealized +41.3%
BXC BLUELINX HLDGS INC 2.9%
Value $50.94M Shares 391,091 Est. Cost $16.71 Unrealized +603.9%
RDNT RADNET INC 2.4%
Value $41.69M Shares 856,699 Est. Cost $17.93 Unrealized +124.7%
GSL GLOBAL SHIP LEASE INC NEW 2.2%
Value $38.23M Shares 1,883,451 Est. Cost $12.09 Unrealized +68.6%
PARR PAR PAC HOLDINGS INC 2.0%
Value $34.34M Shares 926,639 Est. Cost $15.51 Unrealized +136.7%
ACA ARCOSA INC 1.7%
Value $30.3M Shares 352,858 Est. Cost $55.23 Unrealized +46.7%
PIMCO DYNAMIC INCOME STRATEG 1.6%
Value $27.28M Shares 1,286,076 Est. Cost $11.21 Unrealized
SFM SPROUTS FMRS MKT INC 1.5%
Value $27.03M Shares 419,275 Est. Cost $25.18 Unrealized +121.3%
GRBK GREEN BRICK PARTNERS INC 1.5%
Value $26.95M Shares 447,462 Est. Cost $9.56 Unrealized +461.0%
VRRM VERRA MOBILITY CORP 1.5%
Value $26.83M Shares 1,074,661 Est. Cost $17.34 Unrealized +31.2%
FC FRANKLIN COVEY CO 1.4%
Value $24M Shares 611,403 Est. Cost $22.30 Unrealized +78.8%
HSTM HEALTHSTREAM INC 1.3%
Value $23.17M Shares 869,031 Est. Cost $24.18 Unrealized +10.7%
EFC ELLINGTON FINANCIAL INC 1.3%
Value $23.13M Shares 1,958,365 Est. Cost $12.55 Unrealized
CALY TOPGOLF CALLAWAY BRANDS CORP 1.3%
Value $22.17M Shares 1,370,873 Est. Cost $13.51 Unrealized +5.2%
WTTR SELECT WATER SOLUTIONS INC 1.2%
Value $21.49M Shares 2,328,641 Est. Cost $7.43 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 1.2%
Value $21.4M Shares 102,621 Est. Cost $43.86 Unrealized +321.3%
AVNW AVIAT NETWORKS INC 1.2%
Value $20.98M Shares 547,252 Est. Cost $29.93 Unrealized +12.0%
KKR KKR & CO INC 1.1%
Value $19.43M Shares 193,139 Est. Cost $51.11 Unrealized +78.0%
UTI UNIVERSAL TECHNICAL INST INC 1.1%
Value $18.75M Shares 1,176,255 Est. Cost $6.57 Unrealized +120.9%
CMCO COLUMBUS MCKINNON CORP N Y 1.1%
Value $18.67M Shares 418,239 Est. Cost $35.37 Unrealized +11.4%
GOOGL ALPHABET INC 1.0%
Value $18.25M Shares 120,918 Est. Cost $107.87 Unrealized +31.6%
HLMN HILLMAN SOLUTIONS CORP 1.0%
Value $18.04M Shares 1,695,384 Est. Cost $8.24 Unrealized +13.3%
MSFT MICROSOFT CORP 1.0%
Value $17.71M Shares 42,092 Est. Cost $67.31 Unrealized +493.1%
CIVI CIVITAS RESOURCES INC 1.0%
Value $17.62M Shares 232,134 Est. Cost $49.28 Unrealized +17.9%
TDW TIDEWATER INC NEW 1.0%
Value $17.55M Shares 190,740 Est. Cost $68.23 Unrealized +9.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value $17.5M Shares 41,604 Est. Cost $156.42 Unrealized +151.5%
VTS VITESSE ENERGY INC 1.0%
Value $17.33M Shares 730,175 Est. Cost $19.01 Unrealized +15.4%
FISV FISERV INC 1.0%
Value $17.08M Shares 106,898 Est. Cost $63.80 Unrealized +128.3%
CSWC CAPITAL SOUTHWEST CORP 1.0%
Value $16.71M Shares 669,313 Est. Cost $8.50 Unrealized +126.9%
PLOW DOUGLAS DYNAMICS INC 0.9%
Value $16.18M Shares 670,687 Est. Cost $29.33 Unrealized -13.7%
ATEN A10 NETWORKS INC 0.9%
Value $16.15M Shares 1,179,988 Est. Cost $13.33 Unrealized -2.2%
ALG ALAMO GROUP INC 0.9%
Value $15.83M Shares 69,351 Est. Cost $67.66 Unrealized +205.2%
DIS DISNEY WALT CO 0.9%
Value $15.41M Shares 125,931 Est. Cost $98.65 Unrealized +3.8%
AMP AMERIPRISE FINL INC 0.9%
Value $15.35M Shares 35,010 Est. Cost $116.19 Unrealized +236.3%
POTBELLY CORP 0.9%
Value $14.96M Shares 1,235,555 Est. Cost $6.39 Unrealized
CSW CSW INDUSTRIALS INC 0.8%
Value $14.43M Shares 61,510 Est. Cost $45.84 Unrealized +382.8%
JPM JPMORGAN CHASE & CO 0.8%
Value $14.3M Shares 71,380 Est. Cost $75.68 Unrealized +129.4%
DGII DIGI INTL INC 0.8%
Value $14.22M Shares 445,477 Est. Cost $13.42 Unrealized +108.1%
ENSTAR GROUP LIMITED 0.8%
Value $14.18M Shares 45,632 Est. Cost $190.98 Unrealized
OCSL OAKTREE SPECIALTY LENDING CO 0.8%
Value $13.74M Shares 698,988 Est. Cost $19.91 Unrealized +1.4%
ADUS ADDUS HOMECARE CORP 0.8%
Value $13.42M Shares 129,861 Est. Cost $51.74 Unrealized +80.6%
ORCL ORACLE CORP 0.8%
Value $13.33M Shares 106,102 Est. Cost $45.24 Unrealized +148.4%
LEGH LEGACY HOUSING CORP 0.7%
Value $12.97M Shares 602,873 Est. Cost $21.48 Unrealized +11.8%
AVID BIOSERVICES INC 0.7%
Value $12.95M Shares 1,932,390 Est. Cost $10.03 Unrealized
BV BRIGHTVIEW HLDGS INC 0.7%
Value $12.7M Shares 1,067,324 Est. Cost $11.25 Unrealized -19.1%
RILY B. RILEY FINANCIAL INC 0.7%
Value $12.68M Shares 598,873 Est. Cost $21.69 Unrealized -7.4%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value $12.51M Shares 21,530 Est. Cost $507.30 Unrealized +9.9%
DSGR DISTRIBUTION SOLUTIONS GRP I 0.7%
Value $12.34M Shares 347,827 Est. Cost $21.04 Unrealized +52.7%
BG BUNGE GLOBAL SA 0.7%
Value $12.31M Shares 120,047 Est. Cost $94.96 Unrealized -7.1%
TECHTARGET INC 0.7%
Value $11.87M Shares 358,940 Est. Cost $21.82 Unrealized
ELV ELEVANCE HEALTH INC 0.7%
Value $11.8M Shares 22,754 Est. Cost $131.50 Unrealized +266.4%
HBIO HARVARD BIOSCIENCE INC 0.7%
Value $11.75M Shares 2,772,339 Est. Cost $4.20 Unrealized +7.1%
BBDC BARINGS BDC INC 0.7%
Value $11.72M Shares 1,260,346 Est. Cost $5.21 Unrealized +40.3%
CLMB CLIMB GLOBAL SOLUTIONS INC 0.7%
Value $11.51M Shares 162,350 Est. Cost $29.36 Unrealized +102.1%
ACN ACCENTURE PLC IRELAND 0.6%
Value $11.4M Shares 32,882 Est. Cost $115.22 Unrealized +207.9%
MTCH MATCH GROUP INC NEW 0.6%
Value $11.37M Shares 313,319 Est. Cost $35.54 Unrealized -0.6%
RSG REPUBLIC SVCS INC 0.6%
Value $11.36M Shares 59,349 Est. Cost $39.63 Unrealized +338.1%
TRNS TRANSCAT INC 0.6%
Value $11.36M Shares 101,922 Est. Cost $11.86 Unrealized +793.3%
RPRX ROYALTY PHARMA PLC 0.6%
Value $11.2M Shares 368,916 Est. Cost $29.48 Unrealized 0.0%
UFPT UFP TECHNOLOGIES INC 0.6%
Value $11.1M Shares 44,000 Est. Cost $21.30 Unrealized +792.3%
WM WASTE MGMT INC DEL 0.6%
Value $11.07M Shares 51,928 Est. Cost $65.42 Unrealized +192.0%
BC BRUNSWICK CORP 0.6%
Value $10.89M Shares 112,860 Est. Cost $45.66 Unrealized +83.5%
CVCO CAVCO INDS INC DEL 0.6%
Value $10.77M Shares 26,981 Est. Cost $288.81 Unrealized +22.6%
CVEO CIVEO CORP CDA 0.6%
Value $10.56M Shares 393,230 Est. Cost $24.92 Unrealized -10.9%
WESTERN ASSET HIGH YIELD DEF 0.6%
Value $10.56M Shares 882,572 Est. Cost $13.99 Unrealized
UHAL/B U HAUL HOLDING COMPANY 0.6%
Value $10.55M Shares 158,165 Est. Cost $58.05 Unrealized +11.0%
ALTG ALTA EQUIPMENT GROUP INC 0.6%
Value $10.53M Shares 812,900 Est. Cost $7.86 Unrealized +39.8%
VIRTUS CONVERTIBLE & INC 202 0.6%
Value $10.51M Shares 1,193,490 Est. Cost $8.51 Unrealized
AGYS AGILYSYS INC 0.6%
Value $10.41M Shares 123,530 Est. Cost $12.41 Unrealized +551.3%
TGT TARGET CORP 0.6%
Value $10.21M Shares 57,630 Est. Cost $70.46 Unrealized +101.6%
ARHS ARHAUS INC 0.6%
Value $10.1M Shares 656,316 Est. Cost $10.12 Unrealized +23.6%
HCKT HACKETT GROUP INC 0.6%
Value $10.07M Shares 414,468 Est. Cost $11.26 Unrealized +110.5%
WESTERN ASSET GLOBAL CORP DE 0.6%
Value $10M Shares 801,418 Est. Cost $14.67 Unrealized
ROYCE MICRO-CAP TR INC 0.6%
Value $9.989M Shares 1,056,987 Est. Cost $109.02 Unrealized
KMI KINDER MORGAN INC DEL 0.6%
Value $9.932M Shares 541,527 Est. Cost $12.39 Unrealized +29.0%
EOG EOG RES INC 0.6%
Value $9.815M Shares 76,774 Est. Cost $114.62 Unrealized -3.7%
CTAS CINTAS CORP 0.6%
Value $9.715M Shares 14,140 Est. Cost $18.11 Unrealized +737.6%
ALNT ALLIENT INC 0.5%
Value $9.454M Shares 264,967 Est. Cost $25.69 Unrealized +15.4%
LAUR LAUREATE EDUCATION INC 0.5%
Value $9.447M Shares 648,386 Est. Cost $13.24 Unrealized 0.0%
AMLP ALPS ETF TR 0.5%
Value $9.408M Shares 198,223 Est. Cost $26.77 Unrealized
DE DEERE & CO 0.5%
Value $9.308M Shares 22,663 Est. Cost $98.38 Unrealized +278.7%
PHX MINERALS INC 0.5%
Value $9.3M Shares 2,727,230 Est. Cost $3.32 Unrealized
EASTERLY GOVT PPTYS INC 0.5%
Value $9.194M Shares 798,808 Est. Cost $12.57 Unrealized
THRM GENTHERM INC 0.5%
Value $8.944M Shares 155,324 Est. Cost $43.68 Unrealized +19.2%
BXSL BLACKSTONE SECD LENDING FD 0.5%
Value $8.804M Shares 282,629 Est. Cost $18.14 Unrealized +31.6%
ALOT ASTRONOVA INC 0.5%
Value $8.706M Shares 488,531 Est. Cost $13.41 Unrealized +30.0%
LINC LINCOLN EDL SVCS CORP 0.5%
Value $8.677M Shares 839,950 Est. Cost $7.84 Unrealized +24.2%
JNJ JOHNSON & JOHNSON 0.5%
Value $8.631M Shares 54,558 Est. Cost $101.95 Unrealized +47.4%
SKY SKYLINE CHAMPION CORPORATION 0.5%
Value $8.616M Shares 101,351 Est. Cost $67.15 Unrealized +15.0%
PERFORMANT FINL CORP 0.5%
Value $8.482M Shares 2,885,200 Est. Cost $2.58 Unrealized
GLRE GREENLIGHT CAPITAL RE LTD 0.5%
Value $8.427M Shares 675,780 Est. Cost $10.59 Unrealized +10.4%
XJPIX NUVEEN PFD & INCOME TERM FD 0.5%
Value $8.422M Shares 437,719 Est. Cost $18.79 Unrealized
EQUITY COMWLTH 0.5%
Value $8.398M Shares 444,785 Est. Cost $19.07 Unrealized
SHOO MADDEN STEVEN LTD 0.5%
Value $8.311M Shares 196,568 Est. Cost $23.64 Unrealized +70.5%
LQDT LIQUIDITY SVCS INC 0.5%
Value $8.242M Shares 443,124 Est. Cost $16.08 Unrealized +8.0%
INFU INFUSYSTEM HLDGS INC 0.5%
Value $8.224M Shares 959,656 Est. Cost $11.52 Unrealized -18.5%
DHIL DIAMOND HILL INVT GROUP INC 0.5%
Value $8.222M Shares 53,330 Est. Cost $134.31 Unrealized +3.8%
NVEC NVE CORP 0.5%
Value $8.215M Shares 91,100 Est. Cost $63.36 Unrealized +27.1%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value $8.009M Shares 137,778 Est. Cost $30.61 Unrealized +79.6%
MODEL N INC 0.4%
Value $7.759M Shares 272,537 Est. Cost $28.47 Unrealized
GAMB GAMBLING COM GROUP LIMITED 0.4%
Value $7.691M Shares 842,345 Est. Cost $11.26 Unrealized -19.4%
DLHC DLH HLDGS CORP 0.4%
Value $7.618M Shares 574,100 Est. Cost $6.68 Unrealized +131.5%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.4%
Value $7.522M Shares 116,859 Est. Cost $43.10 Unrealized +44.1%
AGNC AGNC INVT CORP 0.4%
Value $7.108M Shares 717,967 Est. Cost $12.83 Unrealized
SAMG SILVERCREST ASSET MGMT GROUP 0.4%
Value $7.085M Shares 448,150 Est. Cost $15.35 Unrealized +6.9%
FIRST TR HIGH YIELD OPPRT 20 0.4%
Value $7.062M Shares 485,710 Est. Cost $16.80 Unrealized
VMD VIEMED HEALTHCARE INC 0.4%
Value $7.032M Shares 745,685 Est. Cost $7.28 Unrealized +17.7%
BWB BRIDGEWATER BANCSHARES INC 0.4%
Value $6.774M Shares 582,000 Est. Cost $11.61 Unrealized +4.9%
DCGO DOCGO INC 0.4%
Value $6.697M Shares 1,657,713 Est. Cost $8.22 Unrealized -54.1%
HGBL HERITAGE GLOBAL INC 0.4%
Value $6.693M Shares 2,535,292 Est. Cost $2.22 Unrealized +28.1%
T AT&T INC 0.4%
Value $6.651M Shares 377,874 Est. Cost $15.60 Unrealized +0.1%
NTIC NORTHERN TECHNOLOGIES INTL C 0.4%
Value $6.612M Shares 491,627 Est. Cost $11.94 Unrealized +7.7%
CVS CVS HEALTH CORP 0.4%
Value $6.48M Shares 81,246 Est. Cost $55.81 Unrealized +26.9%
ETSY ETSY INC 0.4%
Value $6.456M Shares 93,940 Est. Cost $29.44 Unrealized +143.7%
XPEL XPEL INC 0.4%
Value $6.374M Shares 118,000 Est. Cost $13.18 Unrealized +297.5%
CION CION INVT CORP 0.3%
Value $6.118M Shares 556,213 Est. Cost $6.34 Unrealized +30.0%
ELMD ELECTROMED INC 0.3%
Value $6.042M Shares 374,100 Est. Cost $9.27 Unrealized +42.0%
WMB WILLIAMS COS INC 0.3%
Value $5.573M Shares 143,013 Est. Cost $17.61 Unrealized +87.4%
TILE SHOP HLDGS INC 0.3%
Value $5.43M Shares 772,400 Est. Cost $6.93 Unrealized
BCE BCE INC 0.3%
Value $5.223M Shares 153,698 Est. Cost $31.16 Unrealized +4.3%
WAYFAIR INC 0.3%
Value $5.076M Shares 5,480,000 Est. Cost $0.65 Unrealized
MYFW FIRST WESTN FINL INC 0.3%
Value $5.058M Shares 346,915 Est. Cost $16.85 Unrealized -6.4%
DHX DHI GROUP INC 0.3%
Value $4.973M Shares 1,950,297 Est. Cost $3.35 Unrealized -25.4%
LOGAN RIDGE FINANCE CORP 0.3%
Value $4.837M Shares 215,060 Est. Cost $22.10 Unrealized
MDXG MIMEDX GROUP INC 0.3%
Value $4.806M Shares 624,180 Est. Cost $8.04 Unrealized 0.0%
KW KENNEDY-WILSON HOLDINGS INC 0.3%
Value $4.662M Shares 543,391 Est. Cost $15.34 Unrealized -35.9%
TELADOC HEALTH INC 0.2%
Value $3.956M Shares 4,695,000 Est. Cost $0.77 Unrealized
LUNA LUNA INNOVATIONS INC 0.2%
Value $3.918M Shares 1,222,500 Est. Cost $7.39 Unrealized -13.8%
ALEX ALEXANDER & BALDWIN INC NEW 0.2%
Value $3.899M Shares 236,725 Est. Cost $16.47 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC 0.2%
Value $3.569M Shares 518,055 Est. Cost $6.97 Unrealized
QIPT QUIPT HOME MEDICAL CORP 0.2%
Value $3.548M Shares 811,800 Est. Cost $4.86 Unrealized -7.1%
LFT LUMENT FINANCE TRUST INC 0.2%
Value $3.388M Shares 1,360,562 Est. Cost $2.85 Unrealized
LENDINGTREE INC 0.2%
Value $3.335M Shares 3,600,000 Est. Cost $0.73 Unrealized
OPXS OPTEX SYS HLDGS INC 0.2%
Value $3.176M Shares 415,692 Est. Cost $3.07 Unrealized +107.4%
XACCX 180 DEGREE CAP CORP 0.2%
Value $3.152M Shares 734,731 Est. Cost $7.09 Unrealized
QRHC QUEST RESOURCE HLDG CORP 0.2%
Value $3.092M Shares 360,400 Est. Cost $4.62 Unrealized +54.2%
RFIL RF INDS LTD 0.2%
Value $3.082M Shares 994,084 Est. Cost $5.31 Unrealized -40.8%
FLXS FLEXSTEEL INDS INC 0.2%
Value $2.984M Shares 80,000 Est. Cost $29.22 Unrealized +0.8%
EPM EVOLUTION PETE CORP 0.2%
Value $2.823M Shares 459,775 Est. Cost $5.59 Unrealized -14.3%
TAYD TAYLOR DEVICES INC 0.1%
Value $2.586M Shares 51,950 Est. Cost $22.62 Unrealized +54.3%
IVE ISHARES TR 0.1%
Value $2.54M Shares 13,599 Est. Cost $19780.38 Unrealized
CCB COASTAL FINL CORP WA 0.1%
Value $2.204M Shares 56,700 Est. Cost $43.23 Unrealized -8.5%
IVW ISHARES TR 0.1%
Value $2.188M Shares 25,914 Est. Cost $1675.51 Unrealized
BCIC PORTMAN RIDGE FIN CORP 0.1%
Value $1.997M Shares 105,220 Est. Cost $13.74 Unrealized +1.5%
EQUITY COMWLTH 0.1%
Value $1.829M Shares 73,170 Est. Cost $29.22 Unrealized
EPSN EPSILON ENERGY LTD 0.1%
Value $1.81M Shares 329,355 Est. Cost $5.21 Unrealized -12.3%
SRH TOTAL RETURN FUND INC 0.1%
Value $1.708M Shares 113,382 Est. Cost $10.74 Unrealized
PLBC PLUMAS BANCORP 0.1%
Value $1.617M Shares 43,940 Est. Cost $28.52 Unrealized +27.2%
KRT KARAT PACKAGING INC 0.1%
Value $1.585M Shares 55,400 Est. Cost $14.80 Unrealized +78.0%
RSSS RESEARCH SOLUTIONS INC 0.1%
Value $1.427M Shares 451,600 Est. Cost $2.65 Unrealized +8.5%
GHM GRAHAM CORP 0.1%
Value $1.419M Shares 52,000 Est. Cost $18.27 Unrealized +22.7%
CLFD CLEARFIELD INC 0.1%
Value $1.357M Shares 44,000 Est. Cost $28.65 Unrealized 0.0%
PDEX PRO-DEX INC COLO 0.1%
Value $1.329M Shares 75,500 Est. Cost $18.86 Unrealized +0.1%
IEMG ISHARES INC 0.1%
Value $1.14M Shares 22,085 Est. Cost $52.30 Unrealized
ACCS ISSUER DIRECT CORP 0.1%
Value $1.137M Shares 88,000 Est. Cost $17.45 Unrealized -15.5%
IEUR ISHARES TR 0.1%
Value $1.048M Shares 18,118 Est. Cost $46.55 Unrealized
ROYCE VALUE TR INC 0.1%
Value $1.048M Shares 69,074 Est. Cost $14.39 Unrealized
BANX ARROWMARK FINANCIAL CORP 0.1%
Value $1.026M Shares 54,000 Est. Cost $11.52 Unrealized +29.0%
UHAL U HAUL HOLDING COMPANY 0.1%
Value $949K Shares 14,053 Est. Cost $23.97 Unrealized +175.8%
IJS ISHARES TR 0.0%
Value $800K Shares 7,785 Est. Cost $93.59 Unrealized
INTEVAC INC 0.0%
Value $730K Shares 190,000 Est. Cost $3.84 Unrealized
IWV ISHARES TR 0.0%
Value $666K Shares 2,221 Est. Cost $278.24 Unrealized
ISSC INNOVATIVE SOLUTIONS & SUPPO 0.0%
Value $662K Shares 90,502 Est. Cost $7.93 Unrealized +1.5%
NOODLES & CO 0.0%
Value $555K Shares 290,559 Est. Cost $5.36 Unrealized
MAMA MAMAS CREATIONS INC 0.0%
Value $500K Shares 100,000 Est. Cost $4.18 Unrealized +13.2%
ACR ACRES COMMERCIAL REALTY CORP 0.0%
Value $482K Shares 34,299 Est. Cost $14.03 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value $288K Shares 1,503 Est. Cost $165.40 Unrealized
NVR NVR INC 0.0%
Value $202K Shares 25 Est. Cost $6168.00 Unrealized +20.4%
VTI VANGUARD INDEX FDS 0.0%
Value $66,458 Shares 256 Est. Cost $198.77 Unrealized
IWM ISHARES TR 0.0%
Value $29,442 Shares 140 Est. Cost $166.02 Unrealized
AGG ISHARES TR 0.0%
Value $29,382 Shares 300 Est. Cost $97.49 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value $28,039 Shares 58 Est. Cost $384.79 Unrealized
IVV ISHARES TR 0.0%
Value $12,092 Shares 23 Est. Cost $430.62 Unrealized
IJR ISHARES TR 0.0%
Value $10,720 Shares 97 Est. Cost $93.92 Unrealized
LQD ISHARES TR 0.0%
Value $3,921 Shares 36 Est. Cost $107.94 Unrealized