account_balance
Investment manager · 13F filer · SEC CIK 1238990
Punch & Associates Investment Management, Inc.
Reported value$2.02Bas of Jun 30, 2026
Positions164 12 new, 11 sold out
Top 10 weight23.0%SNEX alone is 4%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNEXStonex Group Inc
4.1%Trimmed −26%
ACAArcosa Inc
2.5%Trimmed −4%
UTIUniversal Technical Inst Inc
2.3%
LAURLaureate Ed Inc
2.2%Added +6%
ATENA10 Networks Inc
2.2%Trimmed −19%
MRVLMarvell Technology Inc
2.1%
ENVAEnova Intl Inc
1.9%Added +6%
RDNTRadnet Inc
1.9%Added +6%
GOOGLAlphabet Inc
1.9%
LQDTLiquidity SVCS Inc
1.8%Added +4%
TRSTrimas Corp
1.8%Added +230%
SPNTSiriuspoint Ltd
1.8%Added +6%
SNEXStonex Group Inc
4.1%Trimmed −26%
ACA2.5%
UTI2.3%LAUR2.2%ATEN2.2%MRVL2.1%ENVA1.9%RDNT1.9%GOOGL1.9%LQDT1.8%TRS1.8%SPNT1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SNEX Stonex Group Inc 4.1% Trimmed −26%
ACA Arcosa Inc 2.5% Trimmed −4%
UTI Universal Technical Inst Inc 2.3% HeldLAUR Laureate Ed Inc 2.2% Added +6%ATEN A10 Networks Inc 2.2% Trimmed −19%MRVL Marvell Technology Inc 2.1% HeldENVA Enova Intl Inc 1.9% Added +6%RDNT Radnet Inc 1.9% Added +6%GOOGL Alphabet Inc 1.9% HeldLQDT Liquidity SVCS Inc 1.8% Added +4%TRS Trimas Corp 1.8% Added +230%SPNT Siriuspoint Ltd 1.8% Added +6%What changed