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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
CSWICsw Industrials Inc
Recent Activity
Decreased -21.04%
0.99%
$17.793M
48,563 shares@ $366.4 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -12.47%
0.93%
$16.844M
36,597 shares@ $460.26 avg price
LEGHLegacy Housing Corp
Recent Activity
Decreased -1.63%
0.91%
$16.492M
603,008 shares@ $27.36 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.45%
0.85%
$15.398M
35,783 shares@ $430.31 avg price
MODGTopgolf Callaway Brands Corp
Recent Activity
Decreased -0.13%
0.84%
$15.106M
1.376M shares@ $10.98 avg price
ADUSAddus Homecare Corp
Recent Activity
Decreased -9.05%
0.8%
$14.419M
108,387 shares@ $133.04 avg price
DSGRDistribution Solutions Grp I
Recent Activity
Decreased -5.76%
0.7%
$12.569M
326,388 shares@ $38.52 avg price
BBDCBarings Bdc Inc
Recent Activity
Decreased -0.19%
0.69%
$12.342M
1.259M shares@ $9.81 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -18.76%
0.68%
$12.257M
58,130 shares@ $210.86 avg price
UFPTUfp Technologies Inc
Recent Activity
Decreased -3.74%
0.68%
$12.225M
38,600 shares@ $316.7 avg price