Punch & Associates Investment Management, Inc. holds a diversified book of 163 stocks worth $1.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Jefferson Capital Inc and trimmed Laureate Education Inc. Their largest long position is Stonex Group Inc at 4% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1238990/holdings"
Use Arkolith to show PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Stonex Group Inc COM | $76.1M | 943.6K | 4.4% | ▲+33% Added · +236K sh | |
| 2 | Laureate Ed Inc COMMON STOCK | $40.9M | 1.17M | 2.4% | ▼−7.8% Reduced · −100K sh | |
| 3 | Universal Technical Inst Inc COM | $38.9M | 1.08M | 2.2% | ▼−7.9% Reduced · −93K sh | |
| 4 | Arcosa Inc COM | $38.5M | 362.3K | 2.2% | ▲+0.2% Added · +832 sh | |
| 5 | A10 Networks Inc COM | $33.8M | 1.46M | 1.9% | ▲+1.7% Added · +24K sh | |
| 6 | Radnet Inc COM | $33.3M | 595.3K | 1.9% | ▼−8.6% Reduced · −56K sh | |
| 7 | Sila Realty Trust Inc COMMON STOCK | $31.9M | 1.35M | 1.8% | ▲+7.3% Added · +92K sh | |
| 8 | Alphabet Inc CAP STK CL A | $30.9M | 107.3K | 1.8% | ▼−19% Reduced · −24K sh | |
| 9 | Siriuspoint Ltd COM | $30.5M | 1.42M | 1.8% | ▲+1.8% Added · +25K sh | |
| 10 | Tidewater Inc New COM | $29.1M | 347.9K | 1.7% | ▲+4.3% Added · +14K sh | |
| 11 | Royalty Pharma PLC SHS CLASS A | $28.7M | 598.6K | 1.7% | ▼−0.3% Reduced · −2K sh | |
| 12 | Liquidity Svcs Inc COM | $28.1M | 920.4K | 1.6% | ▲+1.1% Added · +10K sh | |
| 13 | Lendingtree Inc COM | $27.7M | 647.0K | 1.6% | ▲+38% Added · +177K sh | |
| 14 | Global Ship Lease Inc COM CL A | $26.7M | 718.1K | 1.5% | ▼−26% Reduced · −254K sh | |
| 15 | NPK International Inc COM SHS | $26.4M | 1.82M | 1.5% | ▼−1.8% Reduced · −34K sh | |
| 16 | Douglas Dynamics Inc COM | $26.2M | 621.8K | 1.5% | ▲+1.2% Added · +7K sh | |
| 17 | Cavco Inds Inc Del COM | $24.7M | 51.0K | 1.4% | ▲+21% Added · +9K sh | |
| 18 | First Intst Bancsystem Inc COM | $24.6M | 735.4K | 1.4% | ▲+1.6% Added · +12K sh | |
| 19 | Pricesmart Inc COM | $24.4M | 162.2K | 1.4% | ▲+1.6% Added · +3K sh | |
| 20 | Vitesse Energy Inc COMMON STOCK | $24.2M | 1.33M | 1.4% | ▼−7.3% Reduced · −105K sh | |
| 21 | Par Pac Holdings Inc COM NEW | $23.6M | 377.2K | 1.4% | ▼−35% Reduced · −204K sh | |
| 22 | Select Water Solutions Inc CL A COM | $23.4M | 1.53M | 1.3% | ▲+1.8% Added · +28K sh | |
| 23 | Bunge Global Sa COM SHS | $23.2M | 182.2K | 1.3% | ▼−4.1% Reduced · −8K sh | |
| 24 | Green Brick Partners Inc COM | $23.1M | 358.3K | 1.3% | ▲+1.7% Added · +6K sh | |
| 25 | I3 Verticals Inc COM CL A | $23.1M | 1.03M | 1.3% | ▲+33% Added · +255K sh | |
| 26 | Jefferson Capital Inc COM | $21.5M | 1.12M | 1.2% | ▲New New position | |
| 27 | Enova Intl Inc COM | $20.8M | 153.5K | 1.2% | ▲+1.9% Added · +3K sh | |
| 28 | Artisan Partners Asset Mgmt CL A | $20.1M | 551.3K | 1.2% | ▲+26% Added · +113K sh | |
| 29 | Rentokil Initial PLC SPONSORED ADR | $18.9M | 600.9K | 1.1% | ▼−0.3% Reduced · −2K sh | |
| 30 | Pimco Dynamic Income Strateg COM SHS BEN INT | $18.8M | 852.3K | 1.1% | ▼−19% Reduced · −203K sh | |
| 31 | Addus Homecare Corp COM | $18.2M | 193.9K | 1.0% | ▲+6.0% Added · +11K sh | |
| 32 | Bluelinx Hldgs Inc COM NEW | $17.4M | 321.9K | 1.0% | ▲+2.1% Added · +7K sh | |
| 33 | Sprouts FMRS MKT Inc COM | $16.8M | 217.6K | 1.0% | ▲+26% Added · +45K sh | |
| 34 | Verra Mobility Corp CL A COM STK | $16.4M | 1.15M | 0.9% | ▲+1.7% Added · +20K sh | |
| 35 | Mercadolibre Inc COM | $16.2M | 9.4K | 0.9% | ▲+9.3% Added · +798 sh | |
| 36 | Microsoft Corp COM | $15.9M | 43.0K | 0.9% | ▲+16% Added · +6K sh | |
| 37 | Legalzoom Com Inc COM | $15.2M | 2.69M | 0.9% | ▲+2.4% Added · +62K sh | |
| 38 | Iqvia Hldgs Inc COM | $15.1M | 88.5K | 0.9% | ▲+0.1% Added · +98 sh | |
| 39 | Viant Technology Inc COM CL A | $15.1M | 1.35M | 0.9% | ▲+16% Added · +190K sh | |
| 40 | KKR & Co Inc COM | $14.9M | 161.6K | 0.9% | ▲+0.1% Added · +109 sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $14.9M | 31.1K | 0.9% | ▲+0.1% Added · +18 sh | |
| 42 | Hillman Solutions Corp COM | $14.8M | 1.77M | 0.9% | ▲+1.7% Added · +30K sh | |
| 43 | Marvell Technology Inc COM | $13.9M | 140.1K | 0.8% | ▲+81% Added · +63K sh | |
| 44 | Thermo Fisher Scientific Inc COM | $13.4M | 27.3K | 0.8% | ▲+0.1% Added · +30 sh | |
| 45 | CSW Industrials Inc COM | $13.3M | 51.0K | 0.8% | ▲+1.9% Added · +969 sh | |
| 46 | Brightview Hldgs Inc COM | $13.2M | 1.12M | 0.8% | ▲+2.0% Added · +22K sh | |
| 47 | JPMorgan Chase & Co COM | $13.1M | 44.5K | 0.8% | ▼−3.4% Reduced · −2K sh | |
| 48 | Eog Res Inc COM | $13.1M | 90.3K | 0.8% | ▲+0.5% Added · +431 sh | |
| 49 | Brightspire Capital Inc COM CL A | $12.9M | 2.31M | 0.7% | ▼−1.0% Reduced · −24K sh | |
| 50 | Paysign Inc COM | $12.1M | 2.06M | 0.7% | ▲+41% Added · +596K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 163 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 156 | $1.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 160 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 163 | $1.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 164 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 168 | $1.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 169 | $1.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 175 | $1.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 176 | $1.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 15, 2024 | 230 | $1.7B | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Oct 26, 2023 | 231 | $1.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 236 | $1.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 231 | $1.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 224 | $1.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 221 | $1.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 237 | $1.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 238 | $1.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 15, 2022 | 246 | $1.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 241 | $1.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Sep 10, 2021 | 245 | $1.8B | 13F-HR/A |
| Q1 2021 | Mar 31, 2021 | May 18, 2021 | 238 | $1.7B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 235 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.