PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK

1238990

City

EDINA

State / Country

MN

Stock

CVCO — Cavco Industries, Inc.

Top Portfolio Positions

144 positions · $1,706,571,379 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
SNEX	StoneX Group Inc. Financial Services	943,579	$76,099,646	4.46%
LAUR	Laureate Education, Inc. Consumer Defensive	1,172,881	$40,863,174	2.39%
UTI	Universal Technical Institute Inc Consumer Defensive	1,076,866	$38,874,862	2.28%
ACA	Arcosa, Inc. Industrials	362,326	$38,457,281	2.25%
ATEN	A10 Networks, Inc. Technology	1,459,910	$33,753,119	1.98%
RDNT	RadNet, Inc. Healthcare	595,280	$33,270,199	1.95%
SILA	Sila Realty Trust, Inc. Real Estate	1,347,510	$31,909,036	1.87%
GOOGL	Alphabet Inc. Communication Services	107,293	$30,853,175	1.81%
SPNT	SiriusPoint Ltd Financial Services	1,415,529	$30,490,494	1.79%
TDW	Tidewater Inc Energy	347,913	$29,068,131	1.70%

Portfolio Trend

25 quarters · across all stocks

Holdings in CVCO

Compact Export CSV

Shares Held

Position Value (USD)

11 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,694,431	50,991	+21.3%	Shares	Sole	2026-05-15
2025-12-31	$24,841,207	42,051	-1.5%	Shares	Sole	2026-02-17
2025-09-30	$24,789,040	42,686	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$18,539,300	42,675	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$22,095,706	42,522	+1.5%	Shares	Sole	2025-05-15
2024-12-31	$18,692,128	41,889	-0.3%	Shares	Sole	2025-02-14
2024-09-30	$17,991,218	42,012	+2.6%	Shares	Sole	2024-11-14
2024-06-30	$14,181,200	40,966	+51.8%	Shares	Sole	2024-08-14
2024-03-31	$10,767,037	26,981	+12.7%	Shares	Sole	2024-05-15
2023-12-31	$8,295,309	23,932	+1.2%	Shares	Sole	2024-02-15
2023-09-30	$6,281,265	23,644	—	Shares	Sole	2023-10-26
No 13F history on record for this holder in this stock.