PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Position in APAM — Artisan Partners Asset Management Inc.

CIK 1238990 EDINA, MN

Position in APAM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$20,537,753

+$474,636 QoQ

Shares Held

594,780

+7.9% QoQ

Ownership

0.734%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#22

of 380 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. holds $114,267,966 across 14 Asset Management names. APAM ranks #1 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APAM	Artisan Partners Asset Management Inc. This page	594,780	$20,537,753
2	CNS	Cohen & Steers, Inc.	240,160	$18,285,782
3	KKR	KKR & Co. Inc.	161,910	$14,860,099
4	PDX	PIMCO Dynamic Income Strategy Fund	701,289	$14,600,836
5	FTHY	First Trust High Yield Opportunities 2027 Term Fund	966,836	$13,245,653
6	APO	Apollo Global Management, Inc.	98,139	$11,610,825
7	ARCC	Ares Capital Corp	425,878	$7,891,519
8	RMT	Royce Micro-Cap Trust, Inc.	522,665	$7,651,815

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,537,753	594,780	+7.9%	Shares	Sole	2026-08-14
2026-03-31	$20,063,117	551,336	+25.9%	Shares	Sole	2026-05-15
2025-12-31	$17,837,805	437,845	-0.9%	Shares	Sole	2026-02-17
2025-09-30	$19,176,376	441,852	+0.5%	Shares	Sole	2025-11-14
2025-06-30	$19,487,866	439,609	+0.6%	Shares	Sole	2025-08-14
2025-03-31	$17,089,319	437,067	+3362.7%	Shares	Sole	2025-05-15
2024-12-31	$543,377	12,622	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.