Punch & Associates Investment Management, Inc.
Annual return
—
SPY
—
Alpha
—
Invested
$3.5B
Holdings
163
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$SNEX
STONEX GROUP INC
Q3 2025: Sold 2.1% (726.4k → 710.9k shares)
4.5%
02
$LAUR
LAUREATE ED INC
Q3 2025: Sold 14.4% (1.50M → 1.29M shares)
2.4%
03
$UTI
UNIVERSAL TECHNICAL INST INC
Q3 2025: Increased +14.4% (1.02M → 1.16M shares)
2.3%
04
$ACA
ARCOSA INC
Q2 2025: Increased +0.6% (361.6k → 363.8k shares)
2.3%
05
$ATEN
A10 NETWORKS INC
Q3 2025: Increased +4.0% (1.38M → 1.43M shares)
2.0%
06
$RDNT
RADNET INC
Q3 2025: Sold 6.9% (697.3k → 649.4k shares)
2.0%
07
$SILA
SILA REALTY TRUST INC
Q2 2025: Increased +6.5% (1.06M → 1.13M shares)
1.9%
08
$GOOGL
ALPHABET INC
Q3 2025: Sold 3.0% (138.2k → 134.1k shares)
1.8%
09
$TDW
TIDEWATER INC NEW
Q3 2025: Increased +0.7% (339.7k → 342.1k shares)
1.7%
10
$LQDT
LIQUIDITY SVCS INC
Q3 2025: Increased +38.9% (654.9k → 909.7k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 08:46 UTC.