PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Position in UTI — Universal Technical Institute Inc
CIK 1238990
EDINA, MN
Position in UTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,879,256
+$8,004,394 QoQ
Shares Held
1,096,078
+1.8% QoQ
Ownership
1.99%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#17
of 263 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. holds $113,573,616 across 5 Education & Training Services names. UTI ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTI |
Universal Technical Institute Inc
This page
|
1,096,078 | $46,879,256 | |
| 2 | LAUR |
Laureate Education, Inc.
|
1,240,072 | $45,039,415 | |
| 3 | APEI |
American Public Education Inc
|
195,000 | $10,471,500 | |
| 4 | LINC |
Lincoln Educational Services Corp
|
200,550 | $10,007,445 | |
| 5 | LGCY |
Legacy Education Inc.
|
100,000 | $1,176,000 |
All Filings in UTI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,879,256 | 1,096,078 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,874,862 | 1,076,866 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,567,997 | 1,169,843 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $37,832,116 | 1,162,277 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,437,662 | 1,016,160 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,864,648 | 1,085,072 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,963,305 | 1,593,283 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,138,020 | 1,177,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,623,690 | 1,183,960 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,749,504 | 1,176,255 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,491,747 | 1,237,360 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $11,081,376 | 1,322,360 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $9,137,507 | 1,322,360 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,740,345 | 1,319,830 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,859,177 | 1,318,330 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,646,755 | 1,221,830 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,300,193 | 1,023,870 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,471,694 | 1,070,248 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,296,003 | 1,060,870 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,103,881 | 1,050,870 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,320,416 | 973,870 | Shares | Sole | 2021-09-10 | |
| 2021-03-31 | $4,585,392 | 785,170 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $4,934,600 | 763,870 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,630,523 | 714,670 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,509,750 | 505,000 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||