Punch & Associates Investment Management, Inc. Purchases in Q4 2024

Punch & Associates Investment Management, Inc.

  • $1.68 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UTI
Universal Technical Institute Inc

Consumer Defensive
416K
+ 35.37%
$15.2 - $26.53 $6.33M - $11M
1.59M $41M
IQV
Iqvia Holdings Inc.

Healthcare
59K
New
$190.97 - $236.63 $11.3M - $14M
59K $11.6M
FIBK
First Interstate Bancsystem Inc

Financial Services
235K
New
$29.32 - $35.47 $6.89M - $8.34M
235K $7.63M
RSSS
Research Solutions, Inc.

Technology
1.63M
+ 231.37%
$2.56 - $4.16 $4.16M - $6.77M
2.33M $9.51M
DSP
Viant Technology Inc.

Technology
46K
+ 6.8%
$10.7 - $21.04 $492K - $968K
722K $13.9M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
308K
New
$17.41 - $19.29 $5.36M - $5.93M
308K $5.36M
RTO
Rentokil Initial PLC

Industrials
201K
+ 54.9%
$22.92 - $26.98 $4.61M - $5.43M
568K $14.4M
LQDT
Liquidity Services Inc

Consumer Cyclical
19.3K
+ 4.04%
$21.4 - $35.54 $414K - $687K
498K $16.1M
ADM
Archer Daniels Midland CO

Consumer Defensive
90.6K
New
$49.38 - $59.52 $4.47M - $5.39M
90.6K $4.58M
GAMB
Gambling.Com Group LTD

Consumer Cyclical
20.4K
+ 2.18%
$9.31 - $15.95 $190K - $325K
953K $13.4M
TCMD
Tactile Systems Technology Inc

Healthcare
210K
New
$13.43 - $19.54 $2.82M - $4.1M
210K $3.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
4.05K
+ 17.94%
$338.38 - $446.21 $1.37M - $1.81M
26.6K $11.6M
DCGO
Doc Go Inc.

Healthcare
209K
+ 12.53%
$3.11 - $4.51 $650K - $942K
1.88M $7.95M
AGYS
Agilysys Inc

Technology
320
+ 0.32%
$98.38 - $141.74 $31.5K - $45.4K
100K $13.2M
LADR
Ladder Capital Corp

Real Estate
192K
+ 44.94%
$10.95 - $11.99 $2.1M - $2.3M
619K $6.93M
BRSP
Bright Spire Capital, Inc.

Real Estate
330K
+ 17.38%
$5.25 - $6.43 $1.73M - $2.12M
2.23M $12.6M
ARHS
Arhaus, Inc.

Consumer Cyclical
382K
+ 57.51%
$8.48 - $11.76 $3.24M - $4.49M
1.05M $9.83M
GHM
Graham Corp

Industrials
1.15K
+ 1.53%
$28.02 - $45.51 $32.2K - $52.3K
76.3K $3.46M
VMD
Viemed Healthcare, Inc.

Healthcare
49.6K
+ 6.23%
$7.43 - $9.51 $369K - $472K
846K $6.78M
TDW
Tidewater Inc

Energy
88.2K
+ 37.72%
$47.0 - $73.31 $4.14M - $6.47M
322K $17.6M
UIHC
United Insurance Holdings Corp.

Financial Services
103K
+ 22.99%
N/A
551K $4.14M
KW
Kennedy Wilson Holdings, Inc.

Real Estate
187K
+ 17.51%
$9.98 - $11.7 $1.87M - $2.19M
1.26M $12.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.05K
+ 853.66%
$521.84 - $558.82 $548K - $587K
1.17K $632K
APAM
Artisan Partners Asset Management Inc.

Financial Services
12.6K
New
$41.74 - $49.17 $527K - $621K
12.6K $543K
HCI
Hci Group, Inc.

Financial Services
2.05K
+ 12.64%
$95.47 - $123.75 $196K - $254K
18.3K $2.13M
IWV
Ishares Russell 3000 ETF

ETFs
935
+ 24.69%
$323.08 - $349.08 $302K - $326K
4.72K $1.58M
NVEC
Nve Corp

Technology
1.38K
+ 1.51%
$74.32 - $84.39 $102K - $116K
92.5K $7.53M
DHIL
Diamond Hill Investment Group Inc

Financial Services
3.94K
+ 6.06%
$150.15 - $171.89 $592K - $677K
68.9K $10.7M
FFWM
First Foundation Inc.

Financial Services
14.3K
New
$5.88 - $8.25 $83.8K - $118K
14.3K $88K
IWM
Ishares Russell 2000 ETF

ETFs
350
+ 250.0%
$216.13 - $242.4 $75.6K - $84.8K
490 $108K
CLVT
Clarivate PLC

Technology
10.8K
New
$4.33 - $6.83 $46.9K - $73.9K
10.8K $54K
VTI
Vanguard Total Stock Market Et

ETFs
34
+ 11.72%
$280.04 - $302.45 $9.52K - $10.3K
324 $93K
IEFA
Ishares Tr

ETFs
57
New
$70.06 - $77.43 $3.99K - $4.41K
57 $4K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 4.35%
$570.51 - $610.59 $571 - $611
24 $14K
Teladoc Health Inc
5.08M
New
N/A
5.08M $0
Techtarget Inc
466K
New
N/A
466K $0
VNQ
Vanguard Specialized Funds Van

ETFs
0
New
$87.85 - $98.6 $0 - $0
0 $0
Boeing CO
105K
New
N/A
105K $0
Vitesse Energy Inc
161K
+ 16.94%
N/A
1.11M $0
Lendingtree Inc
3.64M
New
N/A
3.64M $0
Wayfair Inc
5.59M
New
N/A
5.59M $0
Sila Realty Trust Inc
371K
+ 66.49%
N/A
930K $0
Npk International Inc
246K
+ 17.48%
N/A
1.65M $0
MYFW
First Western Financial Inc

Financial Services
7.56K
+ 2.17%
$18.65 - $22.21 $141K - $168K
355K $6.95M
ISDR
Issuer Direct Corp

Technology
21.6K
+ 24.03%
$8.69 - $11.22 $188K - $242K
112K $996K
BWB
Bridgewater Bancshares Inc

Financial Services
23.8K
+ 3.89%
$13.4 - $15.62 $319K - $372K
635K $8.58M
RFIL
R F Industries LTD

Industrials
16.2K
+ 1.62%
$3.61 - $4.29 $58.5K - $69.5K
1.01M $3.99M
ETSY
Etsy Inc

Consumer Cyclical
2.39K
+ 2.46%
$47.48 - $61.61 $113K - $147K
99.4K $5.26M
FC
Franklin Covey CO

Industrials
49.4K
+ 7.85%
$35.29 - $44.09 $1.74M - $2.18M
679K $25.5M
Activity Summary
Buys All Purchases 63 New Holdings 15 Increased Positions 48 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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