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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
SNEXStonex Group Inc
Recent Activity
Increased 0.88%
3.69%
$66.782M
815,611 shares@ $81.89 avg price
SFMSprouts Fmrs Mkt Inc
Recent Activity
Increased 0.53%
1.99%
$36.053M
326,534 shares@ $110.42 avg price
ACAArcosa Inc
Recent Activity
Increased 1.42%
1.88%
$34.051M
359,335 shares@ $94.76 avg price
CDMOAvid Bioservices Inc
Recent Activity
Increased 0.57%
1.85%
$33.384M
2.934M shares@ $11.39 avg price
PDXPimco Dynamic Income Strateg
Recent Activity
Increased 1.14%
1.75%
$31.603M
1.34M shares@ $23.59 avg price
VRRMVerra Mobility Corp
Recent Activity
Increased 1.25%
1.68%
$30.371M
1.092M shares@ $27.82 avg price
FCFranklin Covey Co
Recent Activity
Increased 1.61%
1.43%
$25.898M
629,666 shares@ $41.14 avg price
HSTMHealthstream Inc
Recent Activity
Increased 0.98%
1.37%
$24.823M
860,709 shares@ $28.84 avg price
VTSVitesse Energy Inc
Recent Activity
Increased 7.66%
1.26%
$22.837M
950,769 shares@ $24.03 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 11.4%
1.26%
$22.67M
136,692 shares@ $165.86 avg price