PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Top Portfolio Positions
140 positions ·
$1,650,893,277 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SNEX |
StoneX Group Inc.
Financial Services
|
943,579 | $76,099,646 | 4.61% |
| LAUR |
Laureate Education, Inc.
Consumer Defensive
|
1,172,881 | $40,863,174 | 2.48% |
| UTI |
Universal Technical Institute Inc
Consumer Defensive
|
1,076,866 | $38,874,862 | 2.35% |
| ACA |
Arcosa, Inc.
Industrials
|
362,326 | $38,457,281 | 2.33% |
| ATEN |
A10 Networks, Inc.
Technology
|
1,459,910 | $33,753,119 | 2.04% |
| RDNT |
RadNet, Inc.
Healthcare
|
595,280 | $33,270,199 | 2.02% |
| SILA |
Sila Realty Trust, Inc.
Real Estate
|
1,347,510 | $31,909,036 | 1.93% |
| GOOGL |
Alphabet Inc.
Communication Services
|
107,293 | $30,853,175 | 1.87% |
| SPNT |
SiriusPoint Ltd
Financial Services
|
1,415,529 | $30,490,494 | 1.85% |
| TDW |
Tidewater Inc
Energy
|
347,913 | $29,068,131 | 1.76% |
Holdings in PDX
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,802,289 | 852,325 | Shares | Sole | 2026-05-15 | |
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