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Manager record

Punch & Associates Investment Management, Inc.

Edina, MN · CIK 1238990 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.02BReported 13F valueQ2 2026 · as filed
164Holdings listed
+16.6%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.6B$1.6BQ2 2025163 holdingsQ3 2025: $1.7B$1.7BQ3 2025160 holdingsQ4 2025: $1.7B$1.7BQ4 2025156 holdingsQ1 2026: $1.7B$1.7BQ1 2026163 holdingsQ2 2026: $2.0B$2.0BQ2 2026164 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$2.02B · 164 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$1.73B · 163 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$1.71B · 156 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$1.73B · 160 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$1.63B · 163 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology