PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
All 13F Filings
- Location
- Edina, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,020,857
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 164 | 2,020,857 | 13F-HR | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
| Q1 2026 | 5/15/2026 | 163 | 1,733,048 | 13F-HR | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
| Q4 2025 | 2/17/2026 | 156 | 1,712,772 | 13F-HR | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
| Q3 2025 | 11/14/2025 | 160 | 1,725,029 | 13F-HR | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
| Q2 2025 | 8/14/2025 | 163 | 1,625,759 | 13F-HR | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
| Q2 2014 | 7/10/2014 | 173 | 746,122 | 13F-HR | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
| Q1 2014 | 4/23/2014 | 173 | 730,502 | 13F-HR | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
| Q4 2013 | 2/7/2014 | 174 | 742,422 | 13F-HR | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.015 M | 99.7% | 287.6 K | 0 | 287.6 K |
| ETFs | 6.24 K | 0.3% | 264 | 0 | 264 |
| Debt | 0 | 0.0% | 0 | 29 | -29 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
2,020,857
Holdings
164
QoQ value change ($000)
287,809
(16.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.