PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. — 13F holdings

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. reported 164 holdings worth $2.02B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SNEX STONEX GROUP INC — $82.2M (4.1%)
2. ACA ARCOSA INC — $50.5M (2.5%)
3. UTI UNIVERSAL TECHNICAL INST INC — $46.9M (2.3%)
4. LAUR LAUREATE EDUCATION INC — $45.0M (2.2%)
5. ATEN A10 NETWORKS INC — $44.4M (2.2%)
6. MRVL MARVELL TECHNOLOGY INC — $42.0M (2.1%)
7. ENVA ENOVA INTL INC — $39.1M (1.9%)
8. RDNT RADNET INC — $39.1M (1.9%)
9. GOOGL ALPHABET INC — $38.5M (1.9%)
10. LQDT LIQUIDITY SVCS INC — $37.3M (1.8%)