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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
AMPAmeriprise Finl Inc
Recent Activity
Increased 0.8%
0.93%
$16.764M
35,682 shares@ $469.81 avg price
PARRPar Pac Holdings Inc
Recent Activity
Increased 1.99%
0.9%
$16.149M
917,533 shares@ $17.61 avg price
NEOGNeogen Corp
Recent Activity
Increased 59.16%
0.87%
$15.603M
928,200 shares@ $16.82 avg price
CMCOColumbus Mckinnon Corp N Y
Recent Activity
Increased 1.9%
0.86%
$15.445M
429,038 shares@ $36.0 avg price
SKYChampion Homes Inc
Recent Activity
Increased 1.28%
0.85%
$15.273M
161,018 shares@ $94.85 avg price
CIVICivitas Resources Inc
Recent Activity
Increased 20.02%
0.79%
$14.245M
281,133 shares@ $50.68 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 1.98%
0.77%
$13.817M
22,338 shares@ $618.56 avg price
RPRXRoyalty Pharma Plc
Recent Activity
Increased 8.6%
0.72%
$13.043M
461,051 shares@ $28.29 avg price
BGBunge Global Sa
Recent Activity
Increased 10.09%
0.72%
$13.008M
134,606 shares@ $96.65 avg price
ALGAlamo Group Inc
Recent Activity
Increased 1.51%
0.71%
$12.724M
70,635 shares@ $180.14 avg price