Howard D. Punch, Jr.

@Punch & Associates Investment Management, Inc.

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$1.813B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IEMGIshares Inc Recent Activity Exited	0%	$783,709 14,641 shares@ $53.53 avg price	Exited
RVTRoyce Small Cap Trust Inc Recent Activity Exited	0%	$704,397 48,680 shares@ $14.47 avg price	Exited
IEURIshares Tr Recent Activity Exited	0%	$685,291 12,033 shares@ $56.96 avg price	Exited
IJSIshares Tr Recent Activity Exited	0%	$481,315 4,948 shares@ $97.28 avg price	Exited
EPMEvolution Pete Corp Recent Activity Exited	0%	$385,037 73,062 shares@ $5.28 avg price	Exited
BANXArrowmark Financial Corp Recent Activity Exited	0%	$291,550 15,815 shares@ $18.44 avg price	Exited