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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
EFCEllington Financial Inc
Recent Activity
Decreased -1.25%
1.54%
$27.798M
2.157M shares@ $12.89 avg price
FCFranklin Covey Co
Recent Activity
Increased 1.61%
1.43%
$25.898M
629,666 shares@ $41.14 avg price
WTTRSelect Water Solutions Inc
Recent Activity
Decreased -0.77%
1.42%
$25.714M
2.31M shares@ $11.14 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
BLDRBuilders Firstsource Inc
Recent Activity
Increased 1.35%
1.25%
$22.625M
116,710 shares@ $193.87 avg price
LAURLaureate Education Inc
Recent Activity
Increased 51.82%
1.22%
$21.957M
1.322M shares@ $16.62 avg price
KKRKkr & Co Inc
Recent Activity
Decreased -0.1%
1.2%
$21.66M
165,879 shares@ $130.58 avg price
CLMBClimb Global Solutions Inc
Recent Activity
Decreased -8.15%
1.11%
$19.96M
200,519 shares@ $99.54 avg price