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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
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
FIFiserv Inc
Recent Activity
Increased 1.01%
1.09%
$19.628M
109,259 shares@ $179.65 avg price
ATENA10 Networks Inc
Recent Activity
Increased 4.29%
1.07%
$19.376M
1.342M shares@ $14.44 avg price
PLOWDouglas Dynamics Inc
Recent Activity
Increased 0.74%
1.03%
$18.67M
676,956 shares@ $27.58 avg price
HLMNHillman Solutions Corp
Recent Activity
Increased 0.72%
1%
$18.017M
1.706M shares@ $10.57 avg price
CVCOCavco Inds Inc Del
Recent Activity
Increased 2.56%
1%
$17.991M
42,012 shares@ $428.25 avg price
CSWCCapital Southwest Corp
Recent Activity
Increased 0.86%
0.95%
$17.085M
675,583 shares@ $25.29 avg price
BVBrightview Hldgs Inc
Recent Activity
Increased 0.71%
0.94%
$16.956M
1.077M shares@ $15.74 avg price
TDWTidewater Inc New
Recent Activity
Increased 21.42%
0.93%
$16.784M
233,798 shares@ $71.79 avg price