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Howard D. Punch, Jr.

@Punch & Associates Investment Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.813BTotal holdings169
Assets growth rate6.05%Assets growth rate (2-Q avg)1.68%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Punch & Associates Investment Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 169 positions.

Assets under management

The assets under management (AUM) of Punch & Associates Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.813B in assets, with a quarterly growth rate of 6.05% and a 2-quarter average growth rate of 1.68%. The portfolio is managed by Howard D. Punch, Jr., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SILASila Realty Trust Inc
Recent Activity
New Position
0.78%
$14.121M
558,366 shares@ $25.3 avg price
NRNewpark Res Inc
Recent Activity
New Position
0.54%
$9.751M
1.407M shares@ $6.93 avg price
ULTAUlta Beauty Inc
Recent Activity
New Position
0.49%
$8.786M
22,578 shares@ $389.12 avg price
ACICAmerican Coastal Ins Corp
Recent Activity
New Position
0.28%
$5.052M
448,298 shares@ $11.27 avg price
HCIHci Group Inc
Recent Activity
New Position
0.1%
$1.738M
16,238 shares@ $107.06 avg price
VBVanguard Index Fds
Recent Activity
New Position
0.05%
$792,281
3,340 shares@ $237.21 avg price
IWCIshares Tr
Recent Activity
New Position
0.01%
$43,655
354 shares@ $123.32 avg price
SUSAIshares Tr
Recent Activity
New Position
0.01%
$33,102
275 shares@ $120.38 avg price
ITBIshares Tr
Recent Activity
New Position
0.01%
$18,429
145 shares@ $127.1 avg price
HYGIshares Tr
Recent Activity
New Position
0.01%
$6,263
78 shares@ $80.3 avg price