MondegarAI
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Q2 2024 · 13F-HR

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.holdings as filed

Filed 2024-08-14 · accession 0001398344-24-014600

$1.71B
Reported value
175
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
861896108SNEXSTONEX GROUP INC$60.9M3.56%808,541CommonNONE
750491102RDNTRADNET INC$43.7M2.56%741,302CommonNONE
Y27183600GSLGLOBAL SHIP LEASE INC NEW$39.9M2.34%1,386,483CommonNONE
09624H208BXCBLUELINX HLDGS INC$36.2M2.12%389,155CommonNONE
039653100ACAARCOSA INC$29.6M1.73%354,324CommonNONE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$29.5M1.73%1,324,619CommonNONE
92511U102VRRMVERRA MOBILITY CORP$29.3M1.72%1,078,669CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$27.2M1.59%324,823CommonNONE
28852N109EFCELLINGTON FINANCIAL INC$26.4M1.54%2,183,965CommonNONE
392709101GRBKGREEN BRICK PARTNERS INC$25.8M1.51%449,905CommonNONE
81617J301WTTRSELECT WATER SOLUTIONS INC$24.9M1.46%2,328,287CommonNONE
42222N103HSTMHEALTHSTREAM INC$23.8M1.39%852,365CommonNONE
353469109FCFRANKLIN COVEY CO$23.5M1.38%619,696CommonNONE
69888T207PARRPAR PAC HOLDINGS INC$22.7M1.33%899,692CommonNONE
02079K305GOOGLALPHABET INC$22.4M1.31%122,713CommonNONE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$21.1M1.23%1,377,641CommonNONE
92852X103VTSVITESSE ENERGY INC$20.9M1.22%883,152CommonNONE
05368M106PPHMEURAVID BIOSERVICES INC$20.8M1.22%2,917,040CommonNONE
913915104UTIUNIVERSAL TECHNICAL INST INC$18.6M1.09%1,183,960CommonNONE
88642R109TDWTIDEWATER INC NEW$18.3M1.07%192,559CommonNONE
002121101ATENA10 NETWORKS INC$17.8M1.04%1,286,721CommonNONE
140501107CSWCCAPITAL SOUTHWEST CORP$17.5M1.02%669,838CommonNONE
48251W104KKRKKR & CO INC$17.5M1.02%166,057CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$17.0M0.99%41,812CommonNONE
126402106CSWCSW INDUSTRIALS INC$16.3M0.95%61,508CommonNONE
17888H103CIVICIVITAS RESOURCES INC$16.2M0.95%234,244CommonNONE
337738108FISVFISERV INC$16.1M0.94%108,173CommonNONE
594918104MSFTMICROSOFT CORP$16.1M0.94%35,947CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$15.9M0.93%115,160CommonNONE
05366Y201AVNWAVIAT NETWORKS INC$15.8M0.92%550,539CommonNONE
25960R105PLOWDOUGLAS DYNAMICS INC$15.7M0.92%671,999CommonNONE
03076C106AMPAMERIPRISE FINL INC$15.1M0.88%35,402CommonNONE
68389X105ORCLORACLE CORP$15.1M0.88%106,606CommonNONE
431636109HLMNHILLMAN SOLUTIONS CORP$15.0M0.88%1,694,055CommonNONE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$14.5M0.85%421,069CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$14.5M0.85%71,556CommonNONE
10948C107BVBRIGHTVIEW HLDGS INC$14.2M0.83%1,069,748CommonNONE
149568107CVCOCAVCO INDS INC DEL$14.2M0.83%40,966CommonNONE
52472M101LEGHLEGACY HOUSING CORP$14.1M0.82%613,008CommonNONE
G3075P101ESGRUSDENSTAR GROUP LIMITED$13.9M0.82%45,610CommonNONE
006739106ADUSADDUS HOMECARE CORP$13.8M0.81%119,182CommonNONE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$13.7M0.80%218,312CommonNONE
H11356104BGBUNGE GLOBAL SA$13.1M0.76%122,277CommonNONE
518613203LAURLAUREATE EDUCATION INC$13.0M0.76%870,696CommonNONE
00847J105AGYSAGILYSYS INC$12.9M0.75%123,530CommonNONE
254687106DISDISNEY WALT CO$12.7M0.74%127,483CommonNONE
036752103ELVELEVANCE HEALTH INC$12.4M0.72%22,841CommonNONE
06759L103BBDCBARINGS BDC INC$12.3M0.72%1,261,863CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$12.1M0.71%21,905CommonNONE
011311107ALGALAMO GROUP INC$12.0M0.70%69,591CommonNONE
893529107TRNSTRANSCAT INC$11.7M0.69%98,030CommonNONE
05580M108RILYB. RILEY FINANCIAL INC$11.7M0.68%660,920CommonNONE
760759100RSGREPUBLIC SVCS INC$11.6M0.68%59,796CommonNONE
87874R100EFTTECHTARGET INC$11.3M0.66%361,695CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$11.2M0.65%424,541CommonNONE
04035M102ARHSARHAUS INC$11.1M0.65%657,155CommonNONE
94106L109WMWASTE MGMT INC DEL$11.1M0.65%52,090CommonNONE
294628102HP5AEQUITY COMWLTH$11.1M0.65%569,647CommonNONE
533535100LINCLINCOLN EDL SVCS CORP$11.0M0.64%924,526CommonNONE
49456B101KMIKINDER MORGAN INC DEL$10.8M0.63%544,000CommonNONE
830830105SKYSKYLINE CHAMPION CORPORATION$10.8M0.63%158,997CommonNONE
92838R105VIRTUS CONVERTIBLE & INC 202$10.7M0.63%1,188,298CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$10.6M0.62%40,100CommonNONE
520776105DSGRDISTRIBUTION SOLUTIONS GRP I$10.4M0.61%346,358CommonNONE
95768B107HYIWESTERN ASSET HIGH YIELD DEF$10.3M0.61%892,164CommonNONE
780915104RMTROYCE MICRO-CAP TR INC$10.1M0.59%1,102,614CommonNONE
27616P103EASTERLY GOVT PPTYS INC$10.1M0.59%816,207CommonNONE
17878Y207CVEOCIVEO CORP CDA$10.1M0.59%404,030CommonNONE
73754Y100PTBPOTBELLY CORP$10.0M0.58%1,243,130CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$10.0M0.58%32,882CommonNONE
95790C107GDOWESTERN ASSET GLOBAL CORP DE$9.9M0.58%814,268CommonNONE
26875P101EOGEOG RES INC$9.7M0.57%77,263CommonNONE
023586506UHAL/BU HAUL HOLDING COMPANY$9.6M0.56%160,076CommonNONE
53635B107LQDTLIQUIDITY SVCS INC$9.3M0.55%467,524CommonNONE
10949T109BRSPBRIGHTSPIRE CAPITAL INC$9.3M0.54%1,631,030CommonNONE
640491106NEOGNEOGEN CORP$9.1M0.53%583,193CommonNONE
25264R207BVEDIAMOND HILL INVT GROUP INC$9.0M0.53%63,984CommonNONE
404609109HCKTHACKETT GROUP INC$9.0M0.53%413,939CommonNONE
69291A100PHXUSDPHX MINERALS INC$8.9M0.52%2,727,230CommonNONE
G4095J109GLREGREENLIGHT CAPITAL RE LTD$8.9M0.52%675,780CommonNONE
67075A106XJPIXNUVEEN PFD & INCOME TERM FD$8.8M0.51%450,411CommonNONE
57667L107MTCHMATCH GROUP INC NEW$8.7M0.51%287,533CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$8.7M0.51%138,469CommonNONE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$8.7M0.51%607,187CommonNONE
87612E106TGTTARGET CORP$8.6M0.50%58,038CommonNONE
244199105DEDEERE & CO$8.5M0.50%22,745CommonNONE
760125104RTORENTOKIL INITIAL PLC$8.5M0.50%286,545CommonNONE
71377E105PFMTUSDPERFORMANT FINL CORP$8.4M0.49%2,885,200CommonNONE
556269108SHOOMADDEN STEVEN LTD$8.3M0.49%196,583CommonNONE
00162Q452AMLPALPS ETF TR$8.3M0.49%173,013CommonNONE
117043109BCBRUNSWICK CORP$8.3M0.48%113,436CommonNONE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$8.2M0.48%437,698CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$8.2M0.48%267,937CommonNONE
478160104JNJJOHNSON & JOHNSON$8.0M0.47%54,967CommonNONE
602496101MDXGMIMEDX GROUP INC$8.0M0.47%1,149,094CommonNONE
416906105HBIOUSDHARVARD BIOSCIENCE INC$7.9M0.46%2,772,339CommonNONE
489398107KWKENNEDY-WILSON HOLDINGS INC$7.8M0.46%800,320CommonNONE
37253A103THRMGENTHERM INC$7.6M0.45%154,782CommonNONE
04638F108ALOTASTRONOVA INC$7.5M0.44%488,531CommonNONE
G3R239101GAMBGAMBLING COM GROUP LIMITED$7.5M0.44%913,095CommonNONE
00206R102TAT&T INC$7.5M0.44%391,668CommonNONE
18482P103CLFDCLEARFIELD INC$7.4M0.43%191,480CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$7.4M0.43%117,307CommonNONE
108621103BWBBRIDGEWATER BANCSHARES INC$7.1M0.42%615,000CommonNONE
019330109ALNTALLIENT INC$7.1M0.42%280,967CommonNONE
828359109SAMGSILVERCREST ASSET MGMT GROUP$7.0M0.41%451,955CommonNONE
253798102DGIIDIGI INTL INC$7.0M0.41%305,860CommonNONE
00123Q104AGNCAGNC INVT CORP$6.9M0.41%728,425CommonNONE
629445206NVECNVE CORP$6.8M0.40%91,100CommonNONE
45685K102INFUINFUSYSTEM HLDGS INC$6.6M0.38%959,656CommonNONE
42727E103HGBLHERITAGE GLOBAL INC$6.2M0.36%2,535,292CommonNONE
23335Q100DLHCDLH HLDGS CORP$6.1M0.35%574,100CommonNONE
02128L106ALTGALTA EQUIPMENT GROUP INC$5.9M0.34%728,100CommonNONE
33751L105MYFWFIRST WESTN FINL INC$5.8M0.34%338,837CommonNONE
29786A106ETSYETSY INC$5.6M0.33%95,089CommonNONE
05534B760BCEBCE INC$5.4M0.31%166,338CommonNONE
88677Q109TTS1EURTILE SHOP HLDGS INC$5.3M0.31%762,400CommonNONE
285409108ELMDELECTROMED INC$5.3M0.31%349,442CommonNONE
92663R105VMDVIEMED HEALTHCARE INC$5.2M0.31%796,025CommonNONE
94419LAM3W 0.625 10/01/25WAYFAIR INC$5.2M0.30%5,585,000PUTNONE
256086109DCGODOCGO INC$5.1M0.30%1,657,937CommonNONE
541098109CPTAUSDLOGAN RIDGE FINANCE CORP$5.0M0.29%223,493CommonNONE
126650100CVSCVS HEALTH CORP$4.8M0.28%81,316CommonNONE
73688F201BCICPORTMAN RIDGE FIN CORP$4.4M0.26%225,220CommonNONE
23331S100DHXDHI GROUP INC$4.3M0.25%2,065,173CommonNONE
014491104ALEXALEXANDER & BALDWIN INC NEW$4.2M0.25%248,592CommonNONE
665809109NTICNORTHERN TECHNOLOGIES INTL C$4.2M0.24%252,034CommonNONE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$4.1M0.24%4,980,000PUTNONE
98379L100XPELXPEL INC$3.6M0.21%100,230CommonNONE
505743104LADRLADDER CAP CORP$3.6M0.21%315,585CommonNONE
92557A101DSPVIANT TECHNOLOGY INC$3.6M0.21%360,000CommonNONE
749552105RFILRF INDS LTD$3.5M0.20%998,404CommonNONE
55025L108LFTLUMENT FINANCE TRUST INC$3.5M0.20%1,447,062CommonNONE
52603BAD9TREE 0.5 07/15/25LENDINGTREE INC$3.2M0.19%3,470,000PUTNONE
74836W203QRHCQUEST RESOURCE HLDG CORP$3.0M0.18%342,450CommonNONE
68384X209OPXSOPTEX SYS HLDGS INC$3.0M0.17%409,768CommonNONE
74880P104QIPTQUIPT HOME MEDICAL CORP$2.8M0.16%861,900CommonNONE
68235B208HH20180 DEGREE CAP CORP$2.7M0.16%715,981CommonNONE
339382103FLXSFLEXSTEEL INDS INC$2.7M0.16%86,000CommonNONE
19046P209CCBCOASTAL FINL CORP WA$2.6M0.15%56,700CommonNONE
877163105TAYDTAYLOR DEVICES INC$2.3M0.13%51,270CommonNONE
294628201EQC 6.5 PERP DEQUITY COMWLTH$1.9M0.11%74,795CommonNONE
294375209EPSNEPSILON ENERGY LTD$1.8M0.10%329,255CommonNONE
464287408IVEISHARES TR$1.6M0.10%9,005CommonNONE
384556106GHMGRAHAM CORP$1.6M0.09%57,501CommonNONE
48563L101KRTKARAT PACKAGING INC$1.6M0.09%53,500CommonNONE
729273102PLBCPLUMAS BANCORP$1.6M0.09%43,940CommonNONE
464287309IVWISHARES TR$1.6M0.09%17,082CommonNONE
761025105RSSSRESEARCH SOLUTIONS INC$1.6M0.09%613,500CommonNONE
74265M205PDEXPRO-DEX INC COLO$1.5M0.09%75,500CommonNONE
172908105CTASCINTAS CORP$1.4M0.08%2,060CommonNONE
101507101STEWSRH TOTAL RETURN FUND INC$1.1M0.06%75,839CommonNONE
550351100LUNALUNA INNOVATIONS INC$1.0M0.06%315,000CommonNONE
461148108INTEVAC INC$880,0800.05%228,000CommonNONE
56146T103MAMAMAMAS CREATIONS INC$871,6500.05%129,325CommonNONE
023586100UHALU HAUL HOLDING COMPANY$861,0300.05%13,948CommonNONE
464287689IWVISHARES TR$825,2640.05%2,674CommonNONE
46434G103IEMGISHARES INC$783,7090.05%14,641CommonNONE
45769N105ISSCINNOVATIVE SOLUTIONS & SUPPO$750,0000.04%125,000CommonNONE
780910105RVTROYCE SMALL CAP TRUST INC$704,3970.04%48,680CommonNONE
46520M204ACCSISSUER DIRECT CORP$690,3600.04%88,000CommonNONE
46434V738IEURISHARES TR$685,2910.04%12,033CommonNONE
66405S100NBNNORTHEAST BK LEWISTON ME$550,7830.03%9,050CommonNONE
464287879IJSISHARES TR$481,3150.03%4,948CommonNONE
30049A107EPMEVOLUTION PETE CORP$385,0370.02%73,062CommonNONE
922908363VOOVANGUARD INDEX FDS$364,0950.02%728CommonNONE
861780104BANXARROWMARK FINANCIAL CORP$291,5500.02%15,815CommonNONE
922908611VBRVANGUARD INDEX FDS$234,5510.01%1,285CommonNONE
922908769VTIVANGUARD INDEX FDS$72,9520.00%273CommonNONE
464287226AGGISHARES TR$58,7270.00%605CommonNONE
464287655IWMISHARES TR$29,0130.00%143CommonNONE
464287200IVVISHARES TR$12,5860.00%23CommonNONE
464287804IJRISHARES TR$10,4530.00%98CommonNONE
464287242LQDISHARES TR$3,9630.00%37CommonNONE
922908553VNQVANGUARD INDEX FDS$90.00%0CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.