PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Position in APO — Apollo Global Management, Inc.
CIK 1238990
EDINA, MN
Position in APO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,900,775
-$1,206,806 QoQ
Shares Held
97,835
+17.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. holds $96,432,353 across 14 Asset Management names. APO ranks #5 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APAM |
Artisan Partners Asset Management Inc.
|
551,336 | $20,063,117 | |
| 2 | PDX |
PIMCO Dynamic Income Strategy Fund
|
852,325 | $18,802,289 | |
| 3 | KKR |
KKR & Co. Inc.
|
161,614 | $14,949,295 | |
| 4 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
|
886,745 | $11,997,659 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
97,835 | $10,900,775 | |
| 6 | ARCC |
Ares Capital Corp
|
391,347 | $7,052,072 | |
| 7 | RMT |
Royce Micro-Cap Trust, Inc.
|
545,665 | $6,171,471 | |
| 8 | SAMG |
Silvercrest Asset Management Group Inc.
|
245,031 | $3,293,216 |
All Filings in APO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,900,775 | 97,835 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,107,581 | 83,639 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,896,572 | 66,756 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||