Current Market Value 1,625,758,668
Current Holdings 163
Most Recent File Date 2025-08-14
Total Filings on Record 54
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Punch & Associates Investment Management, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 163 1,625,759
2025-05-15 2025-03-31 13F-HR 164 1,526,020
2025-02-14 2024-12-31 13F-HR 168 1,832,120
2024-11-14 2024-09-30 13F-HR 169 1,812,892
2024-08-14 2024-06-30 13F-HR 175 1,709,484
2024-05-15 2024-03-31 13F-HR 176 1,756,823
2024-02-15 2023-12-31 13F-HR/A 1 R 230 1,710,326
2024-02-14 2023-12-31 13F-HR 230 1,710,326
2023-10-26 2023-09-30 13F-HR 231 1,561,322
2023-08-14 2023-06-30 13F-HR 236 1,640,650
2023-05-15 2023-03-31 13F-HR 231 1,551,908
2023-02-14 2022-12-31 13F-HR 224 1,544,641
2022-11-14 2022-09-30 13F-HR 221 1,432,684
2022-08-15 2022-06-30 13F-HR 236 1,429,892
2022-05-16 2022-03-31 13F-HR 238 1,759,298
2022-02-15 2021-12-31 13F-HR 246 1,908,930
2021-11-15 2021-09-30 13F-HR 241 1,747,832
2021-09-10 2021-06-30 13F-HR/A 1 R 245 1,772,297
2021-08-16 2021-06-30 13F-HR 245 1,996,410
2021-05-18 2021-03-31 13F-HR 238 1,665,107
2021-02-16 2020-12-31 13F-HR 235 1,433,724
2020-11-16 2020-09-30 13F-HR 235 1,164,932
2020-08-14 2020-06-30 13F-HR 228 1,105,098
2020-05-15 2020-03-31 13F-HR 222 839,152
2020-02-14 2019-12-31 13F-HR 235 1,269,662
2019-11-14 2019-09-30 13F-HR 212 1,203,793
2019-08-14 2019-06-30 13F-HR 205 1,201,440
2019-05-14 2019-03-31 13F-HR 205 1,170,150
2019-02-14 2018-12-31 13F-HR 215 1,044,630
2018-11-13 2018-09-30 13F-HR 212 1,261,596
2018-08-14 2018-06-30 13F-HR 204 1,214,155
2018-05-14 2018-03-31 13F-HR 183 1,132,494
2018-02-13 2017-12-31 13F-HR 183 1,156,600
2017-11-14 2017-09-30 13F-HR 180 1,131,221
2017-08-14 2017-06-30 13F-HR 181 1,068,897
2017-08-14 2017-03-31 13F-HR/A 1 R 182 1,040,671
2017-04-27 2017-03-31 13F-HR 182 1,040,671
2017-02-02 2016-12-31 13F-HR 180 1,007,062
2016-11-21 2016-09-30 13F-HR/A 1 R 175 933,701
2016-11-01 2016-09-30 13F-HR 173 929,373
2016-07-15 2016-06-30 13F-HR 171 865,416
2016-04-25 2016-03-31 13F-HR 166 824,699
2016-01-28 2015-12-31 13F-HR 274 827,759
2015-11-13 2015-09-30 13F-HR 181 730,435
2015-07-24 2015-06-30 13F-HR 178 795,874
2015-04-29 2015-03-31 13F-HR 173 803,342
2015-02-03 2014-12-31 13F-HR/A 1 N 0 0
2015-02-02 2014-12-31 13F-HR 0 0
2014-10-10 2014-09-30 13F-HR 174 715,277
2014-07-10 2014-06-30 13F-HR 173 746,122
2014-04-23 2014-03-31 13F-HR 173 730,502
2014-02-07 2013-12-31 13F-HR 174 742,422
2013-10-28 2013-09-30 13F-HR 204 642,342
2013-07-30 2013-06-30 13F-HR 165 568,773