Punch & Associates Investment Management, Inc. Purchases in Q1 2025

Punch & Associates Investment Management, Inc.

  • $1.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APAM
Artisan Partners Asset Management Inc.

Financial Services
424K
+ 3362.74%
$38.51 - $45.32 $16.3M - $19.2M
437K $17.1M
MELI
Mercadolibre Inc

Consumer Cyclical
6.72K
New
$1739.0 - $2260.0 $11.7M - $15.2M
6.72K $13.1M
PSMT
Pricesmart Inc

Consumer Defensive
149K
New
$82.4 - $94.86 $12.3M - $14.2M
149K $13.1M
SPNT
Sirius Point LTD

Financial Services
724K
New
$13.91 - $17.29 $10.1M - $12.5M
724K $12.5M
IIIV
I3 Verticals, Inc.

Technology
454K
New
$23.2 - $29.67 $10.5M - $13.5M
454K $11.2M
FIBK
First Interstate Bancsystem Inc

Financial Services
353K
+ 150.33%
$27.77 - $33.5 $9.81M - $11.8M
588K $16.9M
LZ
Legalzoom.Com, Inc.

Industrials
801K
New
$7.52 - $10.26 $6.02M - $8.22M
801K $6.9M
RPRX
Royalty Pharma PLC

Healthcare
101K
+ 21.47%
$25.75 - $33.86 $2.61M - $3.43M
574K $17.9M
LAUR
Laureate Education, Inc.

Consumer Defensive
74.1K
+ 5.23%
$18.04 - $20.97 $1.34M - $1.55M
1.49M $30.5M
CSV
Carriage Services Inc

Consumer Cyclical
91.5K
New
$37.15 - $42.2 $3.4M - $3.86M
91.5K $3.55M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
57.5K
+ 18.71%
$17.15 - $21.07 $987K - $1.21M
365K $7.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.15K
+ 18.74%
$497.6 - $606.74 $2.07M - $2.52M
26.3K $13.1M
SKY
Skyline Champion Corp

Consumer Cyclical
3.29K
+ 2.05%
$85.72 - $108.14 $282K - $356K
164K $15.5M
RCMT
Rcm Technologies, Inc.

Industrials
75K
New
$14.95 - $22.48 $1.12M - $1.69M
75K $1.17M
TGT
Target Corp

Consumer Defensive
27.3K
+ 48.06%
$103.65 - $142.5 $2.83M - $3.89M
84.2K $8.79M
KEQU
Kewaunee Scientific Corp

Consumer Cyclical
20K
New
$39.38 - $68.7 $788K - $1.37M
20K $787K
CSWC
Capital Southwest Corp

Financial Services
14.1K
+ 2.1%
$21.69 - $23.81 $307K - $337K
687K $15.3M
IQV
Iqvia Holdings Inc.

Healthcare
9.79K
+ 16.6%
$176.3 - $209.96 $1.73M - $2.06M
68.8K $12.1M
EOG
Eog Resources Inc

Energy
578
+ 0.77%
$120.54 - $138.05 $69.7K - $79.8K
75.9K $9.73M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
132K
+ 67.79%
$25.03 - $42.15 $3.31M - $5.58M
327K $8.72M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
7.25K
+ 1.9%
N/A
390K $21.7M
ISSC
Innovative Solutions & Support Inc

Industrials
85K
+ 68.0%
$6.29 - $11.91 $535K - $1.01M
210K $1.32M
ISDR
Issuer Direct Corp

Technology
13.5K
+ 12.11%
$8.31 - $10.72 $112K - $145K
125K $1.21M
TCMD
Tactile Systems Technology Inc

Healthcare
72K
+ 34.29%
$13.07 - $18.01 $941K - $1.3M
282K $3.73M
VTI
Vanguard Total Stock Market Et

ETFs
88
+ 27.16%
$271.18 - $303.12 $23.9K - $26.7K
412 $113K
CLVT
Clarivate PLC

Technology
5.72K
+ 52.87%
$3.93 - $5.66 $22.5K - $32.4K
16.5K $65K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18
+ 24.0%
$102.49 - $119.96 $1.84K - $2.16K
93 $9K
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 16.67%
$554.06 - $615.85 $2.22K - $2.46K
28 $15K
IEFA
Ishares Tr

ETFs
10
+ 17.54%
$69.57 - $78.65 $696 - $787
67 $5K
HYG
Ishares Tr

ETFs
18
+ 23.08%
$78.51 - $80.11 $1.41K - $1.44K
96 $7K
LQD
Ishares Iboxx $ Investment Gra

ETFs
8
+ 21.62%
$105.1 - $109.61 $841 - $877
45 $4K
Legacy Ed Inc
85K
New
N/A
85K $0
Bunge Global Sa
85.3K
+ 87.35%
N/A
183K $0
Techtarget Inc
11.4K
+ 2.44%
N/A
477K $0
Kkr & CO Inc
58.6K
New
N/A
58.6K $0
Sila Realty Trust Inc
134K
+ 14.46%
N/A
1.06M $0
IWC
Russell Micro Cap ETF

ETFs
12
+ 3.39%
$110.91 - $133.46 $1.33K - $1.6K
366 $40K
FFWM
First Foundation Inc.

Financial Services
1.54K
+ 10.81%
$4.58 - $6.4 $7.05K - $9.86K
15.8K $81K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
4.93K
+ 18.52%
$314.47 - $431.35 $1.55M - $2.13M
31.6K $11.6M
ALG
Alamo Group Inc

Industrials
1.46K
+ 2.07%
$172.9 - $190.49 $253K - $278K
72K $12.8M
HCKT
Hackett Group, Inc.

Technology
6.64K
+ 1.64%
$28.16 - $32.09 $187K - $213K
411K $12M
ARHS
Arhaus, Inc.

Consumer Cyclical
33.6K
+ 3.21%
$8.57 - $12.98 $288K - $436K
1.08M $9.39M
MTCH
Match Group, Inc.

Communication Services
940
+ 0.3%
$30.08 - $36.47 $28.3K - $34.3K
314K $9.8M
ETSY
Etsy Inc

Consumer Cyclical
2.57K
+ 2.59%
$44.4 - $57.29 $114K - $147K
102K $4.81M
LRFC
Logan Ridge Finance Corp.

Financial Services
2K
+ 0.88%
$21.91 - $24.97 $43.7K - $49.8K
228K $5.02M
CIVI
Civitas Resources, Inc.

Energy
42.9K
+ 17.67%
$32.05 - $54.79 $1.38M - $2.35M
286K $9.98M
RTO
Rentokil Initial PLC

Industrials
8.85K
+ 1.56%
$20.76 - $27.11 $184K - $240K
577K $13.2M
BLDR
Builders First Source, Inc.

Industrials
6.87K
+ 5.94%
$122.8 - $173.51 $844K - $1.19M
122K $15.3M
VRRM
Verra Mobility Corp

Industrials
26.1K
+ 2.38%
$19.76 - $26.87 $515K - $700K
1.12M $25.3M
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Punch & Associates Investment Management, Inc. Portfolio

Follow Punch & Associates Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Punch & Associates Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Punch & Associates Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email