PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Position in HGBL — Heritage Global Inc.
CIK 1238990
EDINA, MN
Position in HGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,445,964
-$606,077 QoQ
Shares Held
2,021,458
-9.9% QoQ
Ownership
5.84%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2
of 36 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HGBL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. holds $84,695,629 across 2 Capital Markets names. HGBL ranks #2 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
1,041,135 | $82,249,665 | |
| 2 | HGBL |
Heritage Global Inc.
This page
|
2,021,458 | $2,445,964 |
All Filings in HGBL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,445,964 | 2,021,458 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,052,041 | 2,244,148 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $3,052,041 | 2,244,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,956,968 | 2,384,652 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,108,878 | 2,475,228 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,447,997 | 2,454,053 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,350,738 | 2,454,467 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,626,850 | 2,501,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,286,269 | 2,521,335 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,236,818 | 2,535,292 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,693,170 | 2,535,292 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,695,053 | 2,768,005 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $8,615,770 | 2,761,465 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $8,829,053 | 2,438,965 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $6,031,345 | 2,566,530 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,195,708 | 2,606,030 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,684,045 | 2,456,030 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,315,640 | 2,456,030 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,459,071 | 2,384,530 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $5,679,116 | 2,244,710 | Shares | Sole | 2021-09-10 | |
| 2021-03-31 | $6,395,927 | 2,244,185 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $5,741,955 | 2,158,630 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $462,580 | 202,000 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||