PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

PrivateCIK: 1238990
Location

EDINA, MN

164
Positions
$2.02B
Total AUM (reported)
69.63M
Total Shares

Allocation by class

TOTAL AUM$2.02B164 positions
COM$1.43B70.6%
COM NEW$125.32M6.2%
COM CL A$118.44M5.9%
COMMON STOCK$70.07M3.5%
COM SHS$41.70M2.1%
CAP STK CL A$38.46M1.9%
SHS CLASS A$33.53M1.7%

Portfolio Concentration

Top 38.9%4–1014.1%11–2522.9%Rest54.1%TOP 1023.0%0%100%
Top 3$179.62M8.9%
4–10$285.43M14.1%
11–25$462.45M22.9%
Rest$1.09B54.1%

Top 3 weight

8.9%

Top 10 weight

23.0%

Voting Authority Distribution

Total shares with voting rights: 69.63M

Sole

Full voting authority

69.63M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole164
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings164
Rows:

STONEX GROUP INC

SOLE
COM
Shares694.09K
TypeSH
Market value$82.25M
4.07%
Sole
694.09K
Shared
0.00
None
0.00

ARCOSA INC

SOLE
COM
Shares347.54K
TypeSH
Market value$50.49M
2.50%
Sole
347.54K
Shared
0.00
None
0.00

UNIVERSAL TECHNICAL INST INC

SOLE
COM
Shares1.10M
TypeSH
Market value$46.88M
2.32%
Sole
1.10M
Shared
0.00
None
0.00

LAUREATE ED INC

SOLE
COMMON STOCK
Shares1.24M
TypeSH
Market value$45.04M
2.23%
Sole
1.24M
Shared
0.00
None
0.00

A10 NETWORKS INC

SOLE
COM
Shares1.19M
TypeSH
Market value$44.41M
2.20%
Sole
1.19M
Shared
0.00
None
0.00

MARVELL TECHNOLOGY INC

SOLE
COM
Shares140.87K
TypeSH
Market value$41.96M
2.08%
Sole
140.87K
Shared
0.00
None
0.00

ENOVA INTL INC

SOLE
COM
Shares162.63K
TypeSH
Market value$39.15M
1.94%
Sole
162.63K
Shared
0.00
None
0.00

RADNET INC

SOLE
COM
Shares633.27K
TypeSH
Market value$39.05M
1.93%
Sole
633.27K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares107.63K
TypeSH
Market value$38.46M
1.90%
Sole
107.63K
Shared
0.00
None
0.00

LIQUIDITY SVCS INC

SOLE
COM
Shares954.74K
TypeSH
Market value$37.35M
1.85%
Sole
954.74K
Shared
0.00
None
0.00

TRIMAS CORP

SOLE
COM NEW
Shares807.29K
TypeSH
Market value$36.35M
1.80%
Sole
807.29K
Shared
0.00
None
0.00

SIRIUSPOINT LTD

SOLE
COM
Shares1.50M
TypeSH
Market value$36.05M
1.78%
Sole
1.50M
Shared
0.00
None
0.00

DOUGLAS DYNAMICS INC

SOLE
COM
Shares659.32K
TypeSH
Market value$35.57M
1.76%
Sole
659.32K
Shared
0.00
None
0.00

ROYALTY PHARMA PLC

SOLE
SHS CLASS A
Shares597.94K
TypeSH
Market value$33.53M
1.66%
Sole
597.94K
Shared
0.00
None
0.00

PRICESMART INC

SOLE
COM
Shares171.35K
TypeSH
Market value$33.47M
1.66%
Sole
171.35K
Shared
0.00
None
0.00

CAVCO INDS INC DEL

SOLE
COM
Shares53.93K
TypeSH
Market value$33.13M
1.64%
Sole
53.93K
Shared
0.00
None
0.00

LENDINGTREE INC

SOLE
COM
Shares725.67K
TypeSH
Market value$32.14M
1.59%
Sole
725.67K
Shared
0.00
None
0.00

GREEN BRICK PARTNERS INC

SOLE
COM
Shares380.39K
TypeSH
Market value$30.45M
1.51%
Sole
380.39K
Shared
0.00
None
0.00

FIRST INTST BANCSYSTEM INC

SOLE
COM
Shares778.01K
TypeSH
Market value$30.00M
1.48%
Sole
778.01K
Shared
0.00
None
0.00

SELECT WATER SOLUTIONS INC

SOLE
CL A COM
Shares1.44M
TypeSH
Market value$28.68M
1.42%
Sole
1.44M
Shared
0.00
None
0.00

GLOBAL SHIP LEASE INC

SOLE
COM CL A
Shares761.08K
TypeSH
Market value$28.62M
1.42%
Sole
761.08K
Shared
0.00
None
0.00

JEFFERSON CAPITAL INC

SOLE
COM
Shares1.45M
TypeSH
Market value$28.17M
1.39%
Sole
1.45M
Shared
0.00
None
0.00

NPK INTERNATIONAL INC

SOLE
COM SHS
Shares1.74M
TypeSH
Market value$27.67M
1.37%
Sole
1.74M
Shared
0.00
None
0.00

VITESSE ENERGY INC

SOLE
COMMON STOCK
Shares1.59M
TypeSH
Market value$25.03M
1.24%
Sole
1.59M
Shared
0.00
None
0.00

ST JOE CO

SOLE
COM
Shares376.86K
TypeSH
Market value$23.60M
1.17%
Sole
376.86K
Shared
0.00
None
0.00
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