MondegarAI
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Q4 2024 · 13F-HR

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.holdings as filed

Filed 2025-02-14 · accession 0001398344-25-002773

$1.83B
Reported value
168
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
861896108SNEXSTONEX GROUP INC$76.0M4.15%775,777CommonNONE
750491102RDNTRADNET INC$46.4M2.53%664,844CommonNONE
913915104UTIUNIVERSAL TECHNICAL INST INC$41.0M2.24%1,593,283CommonNONE
09624H208BXCBLUELINX HLDGS INC$38.6M2.11%377,957CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$36.8M2.01%289,737CommonNONE
05368M106PPHMEURAVID BIOSERVICES INC$35.6M1.94%2,884,154CommonNONE
039653100ACAARCOSA INC$34.0M1.86%351,745CommonNONE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$33.3M1.82%1,274,792CommonNONE
Y27183600GSLGLOBAL SHIP LEASE INC NEW$30.4M1.66%1,392,620CommonNONE
92852X103VTSVITESSE ENERGY INC$27.8M1.52%1,111,862CommonNONE
81617J301WTTRSELECT WATER SOLUTIONS INC$27.0M1.47%2,037,334CommonNONE
92511U102VRRMVERRA MOBILITY CORP$26.5M1.45%1,095,664CommonNONE
518613203LAURLAUREATE EDUCATION INC$25.9M1.41%1,415,197CommonNONE
02079K305GOOGLALPHABET INC$25.7M1.40%135,519CommonNONE
353469109FCFRANKLIN COVEY CO$25.5M1.39%679,100CommonNONE
42222N103HSTMHEALTHSTREAM INC$25.3M1.38%794,694CommonNONE
002121101ATENA10 NETWORKS INC$24.6M1.34%1,335,279CommonNONE
48251W104KKRKKR & CO INC$24.2M1.32%163,890CommonNONE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$23.9M1.30%188,459CommonNONE
146280508SILASILA REALTY TRUST INC$22.6M1.23%929,634CommonNONE
28852N109EFCELLINGTON FINANCIAL INC$22.5M1.23%1,855,114CommonNONE
337738108FISVFISERV INC$22.2M1.21%107,874CommonNONE
392709101GRBKGREEN BRICK PARTNERS INC$21.6M1.18%382,656CommonNONE
149568107CVCOCAVCO INDS INC DEL$18.7M1.02%41,889CommonNONE
88642R109TDWTIDEWATER INC NEW$17.6M0.96%321,987CommonNONE
25960R105PLOWDOUGLAS DYNAMICS INC$17.2M0.94%728,569CommonNONE
10948C107BVBRIGHTVIEW HLDGS INC$17.0M0.93%1,065,356CommonNONE
126402106CSWCSW INDUSTRIALS INC$16.7M0.91%47,253CommonNONE
602496101MDXGMIMEDX GROUP INC$16.6M0.91%1,726,264CommonNONE
431636109HLMNHILLMAN SOLUTIONS CORP$16.6M0.90%1,701,002CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$16.5M0.90%115,591CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$16.4M0.90%36,239CommonNONE
53635B107LQDTLIQUIDITY SVCS INC$16.1M0.88%498,358CommonNONE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$15.9M0.87%425,963CommonNONE
52472M101LEGHLEGACY HOUSING CORP$15.7M0.86%638,020CommonNONE
69888T207PARRPAR PAC HOLDINGS INC$15.3M0.83%931,343CommonNONE
594918104MSFTMICROSOFT CORP$15.1M0.82%35,770CommonNONE
68389X105ORCLORACLE CORP$14.9M0.82%89,616CommonNONE
140501107CSWCCAPITAL SOUTHWEST CORP$14.7M0.80%672,367CommonNONE
49456B101KMIKINDER MORGAN INC DEL$14.6M0.80%533,041CommonNONE
760125104RTORENTOKIL INITIAL PLC$14.4M0.79%568,036CommonNONE
254687106DISDISNEY WALT CO$14.3M0.78%127,979CommonNONE
640491106NEOGNEOGEN CORP$14.2M0.78%1,171,140CommonNONE
830830105SKYCHAMPION HOMES INC$14.1M0.77%160,342CommonNONE
03076C106AMPAMERIPRISE FINL INC$14.0M0.76%26,263CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$13.8M0.75%57,370CommonNONE
92557A101DSPVIANT TECHNOLOGY INC$13.7M0.75%722,445CommonNONE
533535100LINCLINCOLN EDL SVCS CORP$13.6M0.74%856,800CommonNONE
006739106ADUSADDUS HOMECARE CORP$13.5M0.74%108,026CommonNONE
G3R239101GAMBGAMBLING COM GROUP LIMITED$13.4M0.73%953,280CommonNONE
00847J105AGYSAGILYSYS INC$13.2M0.72%99,960CommonNONE
011311107ALGALAMO GROUP INC$13.1M0.72%70,503CommonNONE
651718504NPKINPK INTERNATIONAL INC$12.7M0.69%1,653,000CommonNONE
489398107KWKENNEDY-WILSON HOLDINGS INC$12.6M0.69%1,258,503CommonNONE
10949T109BRSPBRIGHTSPIRE CAPITAL INC$12.6M0.69%2,227,213CommonNONE
404609109HCKTHACKETT GROUP INC$12.4M0.68%404,106CommonNONE
73754Y100PTBPOTBELLY CORP$12.1M0.66%1,287,355CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$12.0M0.66%472,213CommonNONE
760759100RSGREPUBLIC SVCS INC$11.9M0.65%59,033CommonNONE
06759L103BBDCBARINGS BDC INC$11.6M0.63%1,213,601CommonNONE
46266C105IQVIQVIA HLDGS INC$11.6M0.63%58,974CommonNONE
90384S303ULTAULTA BEAUTY INC$11.6M0.63%26,628CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$11.5M0.63%22,142CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$11.3M0.62%32,034CommonNONE
17888H103CIVICIVITAS RESOURCES INC$11.1M0.61%243,069CommonNONE
25264R207BVEDIAMOND HILL INVT GROUP INC$10.7M0.58%68,940CommonNONE
780915104RMTROYCE MICRO-CAP TR INC$10.6M0.58%1,086,335CommonNONE
94106L109WMWASTE MGMT INC DEL$10.3M0.56%50,960CommonNONE
57667L107MTCHMATCH GROUP INC NEW$10.2M0.56%313,154CommonNONE
893529107TRNSTRANSCAT INC$9.9M0.54%93,530CommonNONE
17878Y207CVEOCIVEO CORP CDA$9.9M0.54%434,300CommonNONE
27616P103EASTERLY GOVT PPTYS INC$9.8M0.54%866,567CommonNONE
04035M102ARHSARHAUS INC$9.8M0.54%1,045,664CommonNONE
95768B107HYIWESTERN ASSET HIGH YIELD DEF$9.8M0.53%828,233CommonNONE
69291A100PHXUSDPHX MINERALS INC$9.8M0.53%2,443,884CommonNONE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$9.7M0.53%1,237,044CommonNONE
761025105RSSSRESEARCH SOLUTIONS INC$9.7M0.53%2,330,120CommonNONE
244199105DEDEERE & CO$9.5M0.52%22,374CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$9.3M0.51%135,813CommonNONE
87874R308TTGTTECHTARGET INC$9.2M0.50%465,983CommonNONE
26875P101EOGEOG RES INC$9.2M0.50%75,276CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$9.1M0.50%37,200CommonNONE
G4095J109GLREGREENLIGHT CAPITAL RE LTD$9.0M0.49%640,081CommonNONE
71377E105PFMTUSDPERFORMANT HEALTHCARE INC$8.9M0.48%2,940,100CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$8.7M0.48%115,462CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$8.7M0.48%269,781CommonNONE
108621103BWBBRIDGEWATER BANCSHARES INC$8.6M0.47%635,000CommonNONE
520776105DSGRDISTRIBUTION SOLUTIONS GRP I$8.5M0.46%246,986CommonNONE
00206R102TAT&T INC$8.5M0.46%372,474CommonNONE
00123Q104AGNCAGNC INVT CORP$8.4M0.46%906,634CommonNONE
00162Q452AMLPALPS ETF TR$8.3M0.45%172,785CommonNONE
556269108SHOOMADDEN STEVEN LTD$8.3M0.45%195,140CommonNONE
036752103ELVELEVANCE HEALTH INC$8.3M0.45%22,394CommonNONE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$8.2M0.45%565,754CommonNONE
45685K102INFUINFUSYSTEM HLDGS INC$8.1M0.44%959,656CommonNONE
285409108ELMDELECTROMED INC$8.0M0.44%270,795CommonNONE
256086109DCGODOCGO INC$8.0M0.43%1,875,907CommonNONE
18482P103CLFDCLEARFIELD INC$7.9M0.43%256,000CommonNONE
828359109SAMGSILVERCREST ASSET MGMT GROUP$7.9M0.43%429,880CommonNONE
478160104JNJJOHNSON & JOHNSON$7.8M0.43%53,899CommonNONE
87612E106TGTTARGET CORP$7.7M0.42%56,861CommonNONE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$7.6M0.42%235,060CommonNONE
H11356104BGBUNGE GLOBAL SA$7.6M0.41%97,644CommonNONE
629445206NVECNVE CORP$7.5M0.41%92,475CommonNONE
910710102ACICAMERICAN COASTAL INS CORP$7.4M0.41%551,347CommonNONE
05366Y201AVNWAVIAT NETWORKS INC$7.2M0.39%398,877CommonNONE
33751L105MYFWFIRST WESTN FINL INC$6.9M0.38%355,475CommonNONE
505743104LADRLADDER CAP CORP$6.9M0.38%619,358CommonNONE
92663R105VMDVIEMED HEALTHCARE INC$6.8M0.37%845,651CommonNONE
097023204BA 6 10/15/27BOEING CO$6.4M0.35%105,335CommonNONE
416906105HBIOUSDHARVARD BIOSCIENCE INC$5.8M0.32%2,755,600CommonNONE
04638F108ALOTASTRONOVA INC$5.8M0.32%483,808CommonNONE
023586506UHAL/BU HAUL HOLDING COMPANY$5.7M0.31%88,265CommonNONE
541098109CPTAUSDLOGAN RIDGE FINANCE CORP$5.6M0.31%225,964CommonNONE
94419LAM3W 0.625 10/01/25WAYFAIR INC$5.4M0.29%5,588,000CommonNONE
09257W100BXMTBLACKSTONE MTG TR INC$5.4M0.29%307,615CommonNONE
29786A106ETSYETSY INC$5.3M0.29%99,434CommonNONE
019330109ALNTALLIENT INC$5.1M0.28%208,000CommonNONE
42727E103HGBLHERITAGE GLOBAL INC$4.6M0.25%2,501,000CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$4.6M0.25%90,623CommonNONE
23335Q100DLHCDLH HLDGS CORP$4.5M0.25%563,652CommonNONE
014491104ALEXALEXANDER & BALDWIN INC NEW$4.5M0.24%252,054CommonNONE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$4.4M0.24%5,077,000CommonNONE
749552105RFILRF INDS LTD$4.0M0.22%1,014,604CommonNONE
98379L100XPELXPEL INC$3.7M0.20%92,000CommonNONE
339382103FLXSFLEXSTEEL INDS INC$3.6M0.20%66,685CommonNONE
87357P100TCMDTACTILE SYS TECHNOLOGY INC$3.6M0.20%210,000CommonNONE
52603BAD9TREE 0.5 07/15/25LENDINGTREE INC$3.5M0.19%3,642,000CommonNONE
384556106GHMGRAHAM CORP$3.4M0.19%76,255CommonNONE
665809109NTICNORTHERN TECHNOLOGIES INTL C$3.3M0.18%247,376CommonNONE
19046P209CCBCOASTAL FINL CORP WA$3.3M0.18%39,000CommonNONE
55025L108LFTLUMENT FINANCE TRUST INC$3.3M0.18%1,282,045CommonNONE
73688F201BCICPORTMAN RIDGE FIN CORP$3.1M0.17%189,923CommonNONE
74265M205PDEXPRO-DEX INC COLO$3.0M0.16%64,000CommonNONE
68235B208HH20180 DEGREE CAP CORP$2.6M0.14%714,156CommonNONE
68384X209OPXSOPTEX SYS HLDGS INC$2.6M0.14%372,500CommonNONE
74836W203QRHCQUEST RESOURCE HLDG CORP$2.2M0.12%337,250CommonNONE
40416E103HCIHCI GROUP INC$2.1M0.12%18,291CommonNONE
877163105TAYDTAYLOR DEVICES INC$2.1M0.11%50,000CommonNONE
729273102PLBCPLUMAS BANCORP$2.1M0.11%43,940CommonNONE
294375209EPSNEPSILON ENERGY LTD$1.7M0.09%265,855CommonNONE
48563L101KRTKARAT PACKAGING INC$1.6M0.09%53,500CommonNONE
464287689IWVISHARES TR$1.6M0.09%4,722CommonNONE
45769N105ISSCINNOVATIVE SOLUTIONS & SUPPO$1.1M0.06%125,000CommonNONE
56146T103MAMAMAMAS CREATIONS INC$1.0M0.06%130,000CommonNONE
66405S100NBNNORTHEAST BK PORTLAND ME$1.0M0.06%11,050CommonNONE
46520M204ACCSISSUER DIRECT CORP$996,8100.05%111,500CommonNONE
461148108INTEVAC INC$775,2000.04%228,000CommonNONE
922908363VOOVANGUARD INDEX FDS$632,0240.03%1,173CommonNONE
04316A108APAMARTISAN PARTNERS ASSET MGMT$543,3770.03%12,622CommonNONE
023586100UHALU HAUL HOLDING COMPANY$460,9020.03%6,671CommonNONE
922908611VBRVANGUARD INDEX FDS$240,1050.01%1,212CommonNONE
464287655IWMISHARES TR$108,2700.01%490CommonNONE
922908769VTIVANGUARD INDEX FDS$93,9270.01%324CommonNONE
32026V104FFWMFIRST FNDTN INC$88,4920.00%14,250CommonNONE
88677Q109TTS1EURTILE SHOP HLDGS INC$73,9920.00%10,677CommonNONE
922908751VBVANGUARD INDEX FDS$73,2850.00%305CommonNONE
464287226AGGISHARES TR$58,6240.00%605CommonNONE
G21810109CLVTCLARIVATE PLC$54,9660.00%10,820CommonNONE
464288869IWCISHARES TR$46,1550.00%354CommonNONE
464288802SUSAISHARES TR$23,1020.00%190CommonNONE
464287200IVVISHARES TR$14,1280.00%24CommonNONE
464287804IJRISHARES TR$8,6410.00%75CommonNONE
464288513HYGISHARES TR$6,1350.00%78CommonNONE
46432F842IEFAISHARES TR$4,0060.00%57CommonNONE
464287242LQDISHARES TR$3,9530.00%37CommonNONE
464287408IVEISHARES TR$2,8600.00%15CommonNONE
922908553VNQVANGUARD INDEX FDS$100.00%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.