Punch & Associates Investment Management
$1.7B Assets Reported
176 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SNEX | STONEX GROUP INC | 943,579 | $76M | 4.4% |
| LAUR | LAUREATE ED INC | 1,172,881 | $41M | 2.4% |
| UTI | UNIVERSAL TECHNICAL INST INC | 1,076,866 | $39M | 2.2% |
| ACA | ARCOSA INC | 362,326 | $38M | 2.2% |
| ATEN | A10 NETWORKS INC | 1,459,910 | $34M | 1.9% |
| RDNT | RADNET INC | 595,280 | $33M | 1.9% |
| SILA | SILA REALTY TRUST INC | 1,347,510 | $32M | 1.8% |
| GOOGL | ALPHABET INC | 107,293 | $31M | 1.8% |
| SPNT | SIRIUSPOINT LTD | 1,415,529 | $30M | 1.8% |
| TDW | TIDEWATER INC NEW | 347,913 | $29M | 1.7% |
Track Punch & Associates Investment Management's 13F portfolio: $1.7B in reported holdings, 176 positions. Top holdings, AUM, and quarterly changes on SentiSense.