MondegarAI
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Q3 2024 · 13F-HR

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.holdings as filed

Filed 2024-11-14 · accession 0001398344-24-020792

$1.81B
Reported value
169
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
861896108SNEXSTONEX GROUP INC$66.8M3.68%815,611CommonNONE
750491102RDNTRADNET INC$47.0M2.59%677,430CommonNONE
09624H208BXCBLUELINX HLDGS INC$39.8M2.19%377,253CommonNONE
Y27183600GSLGLOBAL SHIP LEASE INC NEW$36.3M2.00%1,363,704CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$36.1M1.99%326,534CommonNONE
039653100ACAARCOSA INC$34.1M1.88%359,335CommonNONE
05368M106PPHMEURAVID BIOSERVICES INC$33.4M1.84%2,933,533CommonNONE
392709101GRBKGREEN BRICK PARTNERS INC$32.2M1.78%385,817CommonNONE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$31.6M1.74%1,339,669CommonNONE
92511U102VRRMVERRA MOBILITY CORP$30.4M1.68%1,092,089CommonNONE
28852N109EFCELLINGTON FINANCIAL INC$27.8M1.53%2,156,546CommonNONE
353469109FCFRANKLIN COVEY CO$25.9M1.43%629,666CommonNONE
81617J301WTTRSELECT WATER SOLUTIONS INC$25.7M1.42%2,310,316CommonNONE
42222N103HSTMHEALTHSTREAM INC$24.8M1.37%860,709CommonNONE
92852X103VTSVITESSE ENERGY INC$22.8M1.26%950,769CommonNONE
02079K305GOOGLALPHABET INC$22.7M1.25%136,692CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$22.6M1.25%116,710CommonNONE
518613203LAURLAUREATE EDUCATION INC$22.0M1.21%1,321,888CommonNONE
48251W104KKRKKR & CO INC$21.7M1.19%165,879CommonNONE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$20.0M1.10%200,519CommonNONE
337738108FISVFISERV INC$19.6M1.08%109,259CommonNONE
002121101ATENA10 NETWORKS INC$19.4M1.07%1,341,824CommonNONE
913915104UTIUNIVERSAL TECHNICAL INST INC$19.1M1.06%1,177,000CommonNONE
25960R105PLOWDOUGLAS DYNAMICS INC$18.7M1.03%676,956CommonNONE
431636109HLMNHILLMAN SOLUTIONS CORP$18.0M0.99%1,706,174CommonNONE
68389X105ORCLORACLE CORP$18.0M0.99%105,719CommonNONE
149568107CVCOCAVCO INDS INC DEL$18.0M0.99%42,012CommonNONE
126402106CSWCSW INDUSTRIALS INC$17.8M0.98%48,563CommonNONE
140501107CSWCCAPITAL SOUTHWEST CORP$17.1M0.94%675,583CommonNONE
10948C107BVBRIGHTVIEW HLDGS INC$17.0M0.94%1,077,250CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$16.8M0.93%36,597CommonNONE
88642R109TDWTIDEWATER INC NEW$16.8M0.93%233,798CommonNONE
03076C106AMPAMERIPRISE FINL INC$16.8M0.92%35,682CommonNONE
52472M101LEGHLEGACY HOUSING CORP$16.5M0.91%603,008CommonNONE
69888T207PARRPAR PAC HOLDINGS INC$16.1M0.89%917,533CommonNONE
640491106NEOGNEOGEN CORP$15.6M0.86%928,200CommonNONE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$15.4M0.85%429,038CommonNONE
594918104MSFTMICROSOFT CORP$15.4M0.85%35,783CommonNONE
830830105SKYCHAMPION HOMES INC$15.3M0.84%161,018CommonNONE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$15.1M0.83%1,375,794CommonNONE
006739106ADUSADDUS HOMECARE CORP$14.4M0.80%108,387CommonNONE
17888H103CIVICIVITAS RESOURCES INC$14.2M0.79%281,133CommonNONE
146280508SILASILA REALTY TRUST INC$14.1M0.78%558,366CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$13.8M0.76%22,338CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$13.0M0.72%461,051CommonNONE
H11356104BGBUNGE GLOBAL SA$13.0M0.72%134,606CommonNONE
011311107ALGALAMO GROUP INC$12.7M0.70%70,635CommonNONE
520776105DSGRDISTRIBUTION SOLUTIONS GRP I$12.6M0.69%326,388CommonNONE
254687106DISDISNEY WALT CO$12.4M0.68%129,042CommonNONE
06759L103BBDCBARINGS BDC INC$12.3M0.68%1,259,431CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$12.3M0.68%58,130CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$12.2M0.67%38,600CommonNONE
57667L107MTCHMATCH GROUP INC NEW$12.2M0.67%321,422CommonNONE
05366Y201AVNWAVIAT NETWORKS INC$12.1M0.67%557,671CommonNONE
760759100RSGREPUBLIC SVCS INC$12.0M0.66%59,608CommonNONE
49456B101KMIKINDER MORGAN INC DEL$11.9M0.66%539,183CommonNONE
489398107KWKENNEDY-WILSON HOLDINGS INC$11.8M0.65%1,071,005CommonNONE
036752103ELVELEVANCE HEALTH INC$11.7M0.65%22,577CommonNONE
023586506UHAL/BU HAUL HOLDING COMPANY$11.6M0.64%161,518CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$11.5M0.64%32,616CommonNONE
17878Y207CVEOCIVEO CORP CDA$11.4M0.63%415,352CommonNONE
893529107TRNSTRANSCAT INC$11.3M0.62%93,530CommonNONE
27616P103EASTERLY GOVT PPTYS INC$11.1M0.61%818,690CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$11.1M0.61%137,563CommonNONE
533535100LINCLINCOLN EDL SVCS CORP$11.0M0.61%923,800CommonNONE
53635B107LQDTLIQUIDITY SVCS INC$10.9M0.60%479,020CommonNONE
95768B107HYIWESTERN ASSET HIGH YIELD DEF$10.9M0.60%881,648CommonNONE
00847J105AGYSAGILYSYS INC$10.9M0.60%99,640CommonNONE
71377E105PFMTUSDPERFORMANT FINL CORP$10.8M0.60%2,885,200CommonNONE
73754Y100PTBPOTBELLY CORP$10.8M0.59%1,290,355CommonNONE
404609109HCKTHACKETT GROUP INC$10.7M0.59%408,711CommonNONE
94106L109WMWASTE MGMT INC DEL$10.7M0.59%51,582CommonNONE
10949T109BRSPBRIGHTSPIRE CAPITAL INC$10.6M0.59%1,897,373CommonNONE
25264R207BVEDIAMOND HILL INVT GROUP INC$10.5M0.58%65,000CommonNONE
780915104RMTROYCE MICRO-CAP TR INC$10.4M0.58%1,086,464CommonNONE
602496101MDXGMIMEDX GROUP INC$10.3M0.57%1,747,524CommonNONE
651718504NPKINEWPARK RES INC$9.8M0.54%1,407,100CommonNONE
556269108SHOOMADDEN STEVEN LTD$9.7M0.53%197,380CommonNONE
26875P101EOGEOG RES INC$9.4M0.52%76,842CommonNONE
244199105DEDEERE & CO$9.4M0.52%22,549CommonNONE
87874R100EFTTECHTARGET INC$9.4M0.52%382,498CommonNONE
G3R239101GAMBGAMBLING COM GROUP LIMITED$9.3M0.52%932,900CommonNONE
117043109BCBRUNSWICK CORP$9.3M0.51%110,914CommonNONE
760125104RTORENTOKIL INITIAL PLC$9.1M0.50%366,710CommonNONE
00123Q104AGNCAGNC INVT CORP$9.0M0.50%858,185CommonNONE
87612E106TGTTARGET CORP$9.0M0.49%57,501CommonNONE
G4095J109GLREGREENLIGHT CAPITAL RE LTD$8.9M0.49%654,580CommonNONE
478160104JNJJOHNSON & JOHNSON$8.8M0.49%54,343CommonNONE
90384S303ULTAULTA BEAUTY INC$8.8M0.48%22,578CommonNONE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$8.8M0.48%580,521CommonNONE
95790C107GDOWESTERN ASSET GLOBAL CORP DE$8.7M0.48%678,556CommonNONE
G3075P101ESGRUSDENSTAR GROUP LIMITED$8.7M0.48%27,049CommonNONE
00206R102TAT&T INC$8.7M0.48%394,565CommonNONE
108621103BWBBRIDGEWATER BANCSHARES INC$8.7M0.48%611,212CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$8.7M0.48%116,628CommonNONE
69291A100PHXUSDPHX MINERALS INC$8.6M0.48%2,549,293CommonNONE
18482P103CLFDCLEARFIELD INC$8.5M0.47%218,480CommonNONE
294628102HP5AEQUITY COMWLTH$8.3M0.46%419,383CommonNONE
00162Q452AMLPALPS ETF TR$8.2M0.45%174,847CommonNONE
04035M102ARHSARHAUS INC$8.2M0.45%663,866CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$7.9M0.44%269,961CommonNONE
828359109SAMGSILVERCREST ASSET MGMT GROUP$7.8M0.43%453,500CommonNONE
285409108ELMDELECTROMED INC$7.7M0.43%360,244CommonNONE
92557A101DSPVIANT TECHNOLOGY INC$7.5M0.41%676,422CommonNONE
416906105HBIOUSDHARVARD BIOSCIENCE INC$7.5M0.41%2,772,700CommonNONE
629445206NVECNVE CORP$7.3M0.40%91,100CommonNONE
33751L105MYFWFIRST WESTN FINL INC$7.0M0.38%347,915CommonNONE
04638F108ALOTASTRONOVA INC$6.6M0.36%488,531CommonNONE
45685K102INFUINFUSYSTEM HLDGS INC$6.4M0.35%959,656CommonNONE
92663R105VMDVIEMED HEALTHCARE INC$5.8M0.32%796,025CommonNONE
05534B760BCEBCE INC$5.8M0.32%167,538CommonNONE
541098109CPTAUSDLOGAN RIDGE FINANCE CORP$5.7M0.31%229,614CommonNONE
256086109DCGODOCGO INC$5.5M0.31%1,667,006CommonNONE
29786A106ETSYETSY INC$5.4M0.30%97,049CommonNONE
94419LAM3W 0.625 10/01/25WAYFAIR INC$5.3M0.29%5,618,000PUTNONE
23335Q100DLHCDLH HLDGS CORP$5.3M0.29%567,100CommonNONE
910710102ACICAMERICAN COASTAL INS CORP$5.1M0.28%448,298CommonNONE
505743104LADRLADDER CAP CORP$5.0M0.27%427,332CommonNONE
014491104ALEXALEXANDER & BALDWIN INC NEW$4.8M0.27%252,221CommonNONE
42727E103HGBLHERITAGE GLOBAL INC$4.3M0.24%2,521,335CommonNONE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$4.3M0.24%4,957,000PUTNONE
88677Q109TTS1EURTILE SHOP HLDGS INC$4.3M0.24%649,492CommonNONE
019330109ALNTALLIENT INC$4.1M0.23%215,000CommonNONE
749552105RFILRF INDS LTD$4.1M0.22%998,404CommonNONE
98379L100XPELXPEL INC$4.0M0.22%92,000CommonNONE
73688F201BCICPORTMAN RIDGE FIN CORP$3.9M0.22%211,139CommonNONE
339382103FLXSFLEXSTEEL INDS INC$3.6M0.20%82,000CommonNONE
55025L108LFTLUMENT FINANCE TRUST INC$3.6M0.20%1,406,562CommonNONE
52603BAD9TREE 0.5 07/15/25LENDINGTREE INC$3.3M0.18%3,522,000PUTNONE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$3.2M0.18%198,764CommonNONE
68384X209OPXSOPTEX SYS HLDGS INC$3.1M0.17%406,000CommonNONE
665809109NTICNORTHERN TECHNOLOGIES INTL C$3.1M0.17%249,857CommonNONE
19046P209CCBCOASTAL FINL CORP WA$3.1M0.17%56,700CommonNONE
23331S100DHXDHI GROUP INC$2.8M0.16%1,539,429CommonNONE
74836W203QRHCQUEST RESOURCE HLDG CORP$2.7M0.15%342,450CommonNONE
877163105TAYDTAYLOR DEVICES INC$2.6M0.14%51,270CommonNONE
68235B208HH20180 DEGREE CAP CORP$2.4M0.13%714,156CommonNONE
384556106GHMGRAHAM CORP$2.2M0.12%75,106CommonNONE
74265M205PDEXPRO-DEX INC COLO$2.0M0.11%68,000CommonNONE
761025105RSSSRESEARCH SOLUTIONS INC$1.9M0.11%703,176CommonNONE
294628201EQC 6.5 PERP DEQUITY COMWLTH$1.9M0.11%75,450CommonNONE
02128L106ALTGALTA EQUIPMENT GROUP INC$1.8M0.10%271,600CommonNONE
729273102PLBCPLUMAS BANCORP$1.8M0.10%43,940CommonNONE
294375209EPSNEPSILON ENERGY LTD$1.8M0.10%304,355CommonNONE
40416E103HCIHCI GROUP INC$1.7M0.10%16,238CommonNONE
48563L101KRTKARAT PACKAGING INC$1.4M0.08%53,500CommonNONE
464287689IWVISHARES TR$1.2M0.07%3,787CommonNONE
46520M204ACCSISSUER DIRECT CORP$1.1M0.06%89,900CommonNONE
023586100UHALU HAUL HOLDING COMPANY$1.0M0.06%13,388CommonNONE
56146T103MAMAMAMAS CREATIONS INC$949,0000.05%130,000CommonNONE
66405S100NBNNORTHEAST BK LEWISTON ME$890,8510.05%11,550CommonNONE
45769N105ISSCINNOVATIVE SOLUTIONS & SUPPO$815,0000.04%125,000CommonNONE
461148108INTEVAC INC$810,9000.04%238,500CommonNONE
922908751VBVANGUARD INDEX FDS$792,2810.04%3,340CommonNONE
550351100LUNALUNA INNOVATIONS INC$669,7500.04%285,000CommonNONE
922908611VBRVANGUARD INDEX FDS$257,6570.01%1,283CommonNONE
922908769VTIVANGUARD INDEX FDS$82,0730.00%290CommonNONE
922908363VOOVANGUARD INDEX FDS$64,9030.00%123CommonNONE
464287226AGGISHARES TR$61,2680.00%605CommonNONE
464288869IWCISHARES TR$43,6550.00%354CommonNONE
464288802SUSAISHARES TR$33,1020.00%275CommonNONE
464287655IWMISHARES TR$30,9250.00%140CommonNONE
464288752ITBISHARES TR$18,4290.00%145CommonNONE
464287200IVVISHARES TR$13,2670.00%23CommonNONE
464287804IJRISHARES TR$8,7720.00%75CommonNONE
464288513HYGISHARES TR$6,2630.00%78CommonNONE
464287242LQDISHARES TR$4,1800.00%37CommonNONE
464287408IVEISHARES TR$2,9380.00%15CommonNONE
922908553VNQVANGUARD INDEX FDS$110.00%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.