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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001398344-23-014868

Total Value
$1.64B
Positions
236
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (236)

#IssuerTicker / CUSIPSharesValue% of Filing
1BLUELINX HLDGS INCBXC500,389$46.9M2.86%
2STONEX GROUP INCSNEX510,430$42.4M2.58%
3GLOBAL SHIP LEASE INC NEWGSL-PB1,909,855$37.1M2.26%
4HERITAGE CRYSTAL CLEAN INC42726M106907,982$34.3M2.09%
5RADNET INCRDNT1,036,553$33.8M2.06%
6B. RILEY FINANCIAL INC05580M108671,676$30.9M1.88%
7PAR PAC HOLDINGS INCPARR1,078,598$28.7M1.75%
8FRANKLIN COVEY COFC602,379$26.3M1.60%
9TOPGOLF CALLAWAY BRANDS CORP1311931041,322,420$26.3M1.60%
10GREEN BRICK PARTNERS INCGRBK-PA458,723$26.1M1.59%
11ARCOSA INCACA331,748$25.1M1.53%
12SPROUTS FMRS MKT INC85208M102580,855$21.3M1.30%
13BUILDERS FIRSTSOURCE INCBLDR152,484$20.7M1.26%
14HEALTHSTREAM INCHSTM843,530$20.7M1.26%
15UNITEDHEALTH GROUP INCUNH38,881$18.7M1.14%
16DOCGO INCDCGO1,969,499$18.5M1.12%
17SELECT WATER SOLUTIONS INCWTTR2,213,285$17.9M1.09%
18PIMCO ENERGY & TACTICAL CR OPDX1,108,840$17.5M1.07%
19MICROSOFT CORPMSFT50,936$17.3M1.06%
20DIGI INTL INC253798102433,556$17.1M1.04%
21CION INVT CORP17259U2041,624,520$16.9M1.03%
22A10 NETWORKS INCATEN1,154,524$16.8M1.03%
23CAPITAL SOUTHWEST CORPCSWC846,709$16.7M1.02%
24AVIAT NETWORKS INCAVNW499,223$16.7M1.02%
25CSW INDUSTRIALS INCCSW97,464$16.2M0.99%
26VERRA MOBILITY CORPVRRM805,067$15.9M0.97%
27HARVARD BIOSCIENCE INCHBIO2,862,649$15.7M0.96%
28OAKTREE SPECIALTY LENDING COOCSL780,869$15.2M0.92%
29BERKSHIRE HATHAWAY INC DELBRK-A44,214$15.1M0.92%
30CIVITAS RESOURCES INC17888H103216,223$15.0M0.91%
31AVID BIOSERVICES INC05368M1061,030,822$14.4M0.88%
32ALTA EQUIPMENT GROUP INCALTG-PA820,372$14.2M0.87%
33ALPHABET INCGOOG113,994$13.6M0.83%
34ORACLE CORPORCL-PD111,796$13.3M0.81%
35FISERV INCFISV105,487$13.3M0.81%
36LEGACY HOUSING CORPLEGH567,606$13.2M0.80%
37HILLMAN SOLUTIONS CORPHLMN1,452,727$13.1M0.80%
38ALAMO GROUP INCALG70,345$12.9M0.79%
39ADDUS HOMECARE CORPADUS138,074$12.8M0.78%
40COLUMBUS MCKINNON CORP N YCMCO309,593$12.6M0.77%
41ALLIED MOTION TECHNOLOGIES IALNT314,588$12.6M0.77%
42BARINGS BDC INCBBDC1,552,636$12.2M0.74%
43FIRST TR HIGH YIELD OPPRT 2033741Q107872,415$12.0M0.73%
44POTBELLY CORP73754Y1001,315,510$11.6M0.70%
45ALPS ETF TR00162Q452294,167$11.5M0.70%
46AMERIPRISE FINL INC03076C10634,717$11.5M0.70%
47KKR & CO INCKKRT201,702$11.3M0.69%
48LUNA INNOVATIONS INC5503511001,225,360$11.2M0.68%
49JPMORGAN CHASE & COVYLD76,786$11.2M0.68%
50REPUBLIC SVCS INC76075910072,180$11.1M0.67%
51JOHNSON & JOHNSONJNJ66,431$11.0M0.67%
52ENSTAR GROUP LIMITEDG3075P10144,736$10.9M0.67%
53ACCENTURE PLC IRELANDACN35,235$10.9M0.66%
54ELEVANCE HEALTH INCELV24,456$10.9M0.66%
55VITESSE ENERGY INCVTS475,662$10.7M0.65%
56TRANSCAT INCTRNS122,522$10.5M0.64%
57BRIGHTVIEW HLDGS INCBV1,450,869$10.4M0.63%
58BRUNSWICK CORPBC-PC119,715$10.4M0.63%
59WESTERN ASSET HIGH YIELD DEFHYI877,671$10.3M0.63%
60ARBOR REALTY TRUST INCABR-PF686,780$10.2M0.62%
61CINTAS CORPCTAS20,358$10.1M0.62%
62THERMO FISHER SCIENTIFIC INCTMO19,388$10.1M0.62%
63XPEL INCXPEL119,165$10.0M0.61%
64MATCH GROUP INC NEWMTCH237,265$9.9M0.61%
65DISTRIBUTION SOLUTIONS GRP I520776105189,271$9.9M0.60%
66DEERE & CODE24,219$9.8M0.60%
67KINDER MORGAN INC DELEP-PC564,962$9.7M0.59%
68AGILYSYS INCAGYS140,860$9.7M0.59%
69DHI GROUP INCDHX2,503,930$9.6M0.58%
70WASTE MGMT INC DEL94106L10954,889$9.5M0.58%
71HACKETT GROUP INCHCKT418,455$9.4M0.57%
72KENNEDY-WILSON HOLDINGS INCKW570,245$9.3M0.57%
73BAR HBR BANKSHARES066849100376,213$9.3M0.57%
74VIRTUS CONVERTIBLE & INC 20292838R1051,067,917$9.2M0.56%
75WESTERN ASSET GLOBAL CORP DE95790C107741,980$9.2M0.56%
76AGNC INVT CORP00123Q104903,820$9.2M0.56%
77UNIVERSAL TECHNICAL INST INCUTI1,322,360$9.1M0.56%
78EOG RES INCEOG78,906$9.0M0.55%
79HERITAGE GLOBAL INCHGBL2,438,965$8.8M0.54%
80INFUSYSTEM HLDGS INCINFU911,111$8.8M0.53%
81WILLIAMS COS INC969457100268,596$8.8M0.53%
82NVE CORPNVT89,500$8.7M0.53%
83IAC INCIAC138,297$8.7M0.53%
84GENTHERM INCTHRM152,376$8.6M0.52%
85UFP TECHNOLOGIES INCUFPT44,000$8.5M0.52%
86TARGET CORPTGT63,877$8.4M0.51%
87BOEING COBA-PA39,887$8.4M0.51%
88DOUGLAS DYNAMICS INCPLOW275,969$8.2M0.50%
89U HAUL HOLDING COMPANYUHAL-B160,210$8.1M0.49%
90MASTERCRAFT BOAT HLDGS INCMCFT261,250$8.0M0.49%
91BLACKSTONE SECD LENDING FDBX291,668$8.0M0.49%
92ISHARES TR46428740848,111$7.8M0.47%
93SS&C TECHNOLOGIES HLDGS INCSSNC127,552$7.7M0.47%
94ASTRONOVA INCALOT496,246$7.2M0.44%
95DISNEY WALT CO25468710680,554$7.2M0.44%
96BCE INCBCPPF157,061$7.2M0.44%
97CARRIER GLOBAL CORPORATIONCARR143,404$7.1M0.43%
98AT&T INCT-PC444,737$7.1M0.43%
99CLIMB GLOBAL SOLUTIONS INCCLMB145,687$7.0M0.42%
100PERFORMANT FINL CORP71377E1052,580,100$7.0M0.42%
101TECHTARGET INCTTGT216,932$6.8M0.41%
102ROYCE MICRO-CAP TR INCRMT767,206$6.7M0.41%
103ACRES COMMERCIAL REALTY CORPACR-PD748,027$6.6M0.40%
104ISHARES TR46428730992,353$6.5M0.40%
105NUVEEN PFD & INCOME TERM FDNU383,222$6.4M0.39%
106MADDEN STEVEN LTD556269108196,133$6.4M0.39%
107ETSY INCETSY73,491$6.2M0.38%
108BRIDGEWATER BANCSHARES INCBWBBP609,300$6.0M0.37%
109CIVEO CORP CDACVEO308,023$6.0M0.37%
110DLH HLDGS CORPDLHC580,020$5.9M0.36%
111ARLINGTON ASSET INVST CORP0413562051,274,589$5.9M0.36%
112CVS HEALTH CORPCVS84,330$5.8M0.36%
113SILVERCREST ASSET MGMT GROUP828359109282,400$5.7M0.35%
114LIQUIDITY SVCS INC53635B107345,000$5.7M0.35%
115NORTHERN TECHNOLOGIES INTL CNTRSO525,337$5.6M0.34%
116SRH TOTAL RETURN FUND INCSTEW394,156$5.2M0.32%
117FIRST WESTN FINL INC33751L105263,541$4.9M0.30%
118VIEMED HEALTHCARE INCVMD491,815$4.8M0.29%
119ISHARES TR46428787950,347$4.8M0.29%
120WAYFAIR INCW5,580,000$4.7M0.29%
121TILE SHOP HLDGS INCTTSH826,800$4.6M0.28%
122AMERICAN TOWER CORP NEW03027X10023,617$4.6M0.28%
123ELECTROMED INCELMD417,465$4.5M0.27%
124RF INDS LTD7495521051,017,650$4.2M0.26%
125SEMLER SCIENTIFIC INC81684M104154,222$4.0M0.25%
126TELADOC HEALTH INCTDOC4,850,000$3.9M0.24%
127DIAMOND HILL INVT GROUP INC25264R20722,300$3.8M0.23%
128ISHARES INC46434G10377,447$3.8M0.23%
129FLEXSTEEL INDS INCFLEX196,700$3.8M0.23%
130LINCOLN EDL SVCS CORP533535100546,800$3.7M0.22%
131MALIBU BOATS INCMBUU61,453$3.6M0.22%
132EVOLUTION PETE CORP30049A107444,770$3.6M0.22%
133LOGAN RIDGE FINANCE CORP541098109171,477$3.6M0.22%
134180 DEGREE CAP CORP68235B208760,637$3.4M0.21%
135ISHARES TR46434V73863,405$3.3M0.20%
136NOODLES & CONDLS931,570$3.1M0.19%
137PHX MINERALS INC69291A100995,169$3.1M0.19%
138LUMENT FINANCE TRUST INCLFT-PA1,582,762$3.0M0.18%
139GAMBLING COM GROUP LIMITEDGAMB288,040$2.9M0.18%
140LENDINGTREE INCTREE3,635,000$2.8M0.17%
141QUEST RESOURCE HLDG CORPQRHC406,175$2.6M0.16%
142EASTERLY GOVT PPTYS INC27616P103181,337$2.6M0.16%
143LILLY ELI & COLLY5,513$2.6M0.16%
144GREENLIGHT CAPITAL RE LTDGLRE231,714$2.4M0.15%
145PORTMAN RIDGE FIN CORPBCIC116,041$2.3M0.14%
146FIRST TR MLP & ENERGY INCOM33739B104295,765$2.3M0.14%
147VANGUARD INDEX FDS9229083635,522$2.2M0.14%
148APPLE INCAAPL10,538$2.0M0.12%
149CHARLES & COLVARD LTD1597651062,076,511$2.0M0.12%
150EQUITY COMWLTH29462820176,428$1.9M0.12%
151STREAMLINE HEALTH SOLUTIONS86323X1061,445,212$1.8M0.11%
1523M COMMM17,892$1.8M0.11%
153SPDR S&P 500 ETF TRSPY3,533$1.6M0.10%
154OPTEX SYS HLDGS INC68384X209455,183$1.4M0.09%
155QUIPT HOME MEDICAL CORP74880P104253,000$1.4M0.08%
156PLUMAS BANCORPPLBC35,910$1.3M0.08%
157PRO-DEX INC COLOPDEX64,375$1.2M0.07%
158ISSUER DIRECT CORPACCS65,032$1.2M0.07%
159BERKSHIRE HATHAWAY INC DELBRK-A2$1.0M0.06%
160EPSILON ENERGY LTDEPSN190,415$1.0M0.06%
161KARAT PACKAGING INCKRT55,400$1.0M0.06%
162ALPHABET INCGOOG8,162$987,3690.06%
163ECOLAB INCECL5,230$976,3430.06%
164ARROWMARK FINANCIAL CORPBANX53,942$898,9390.05%
165AMES NATL CORP03100110048,706$878,1730.05%
166U HAUL HOLDING COMPANYUHAL-B15,520$858,5700.05%
167NVIDIA CORPORATIONNVDA2,000$846,0400.05%
168ROYCE VALUE TR INCRVT58,937$813,3310.05%
169VANGUARD INDEX FDS9229086114,755$786,3990.05%
170RESEARCH SOLUTIONS INCRSSS380,000$775,2000.05%
171VANGUARD ADMIRAL FDS INC9219328287,304$671,1770.04%
172CELCUITY INCCELC60,000$658,8000.04%
173PFIZER INCPFE17,428$639,2590.04%
174PROCTER AND GAMBLE CO7427181093,839$582,5300.04%
175INTEL CORPINTC17,008$568,7480.03%
176MCDONALDS CORPMCD1,880$561,0110.03%
177US BANCORP DELUSB-PS16,354$540,3360.03%
178VANGUARD WHITEHALL FDS9219464064,881$517,7440.03%
179GLOBE LIFE INCGL-PD4,410$483,4240.03%
180WELLS FARGO CO NEW94974610110,660$454,9690.03%
181VANGUARD SCOTTSDALE FDS92206C7146,553$453,5330.03%
182ROPER TECHNOLOGIES INCROP900$432,7200.03%
183BOSTON SCIENTIFIC CORPBSX7,811$422,4970.03%
184STRYKER CORPORATIONSYK1,244$379,5320.02%
185BRIGHTSPIRE CAPITAL INCBRSP46,200$310,9260.02%
186BANK AMERICA CORP06050510410,595$303,9710.02%
187CHEVRON CORP NEWCVX1,880$295,8180.02%
188MOTOROLA SOLUTIONS INCMSI983$288,2370.02%
189VANGUARD INDEX FDS9229087511,444$287,2370.02%
190OLO INC68134L10944,030$284,4340.02%
191SPDR SER TR78468R7887,143$264,8620.02%
192HONEYWELL INTL INC4385161061,203$249,6030.02%
193FASTENAL COFAST4,076$240,4430.01%
194MERCK & CO INCMRK2,000$230,7800.01%
195EMERSON ELEC COEMR2,532$228,8670.01%
196XYLEM INCXYL2,000$225,2400.01%
197PAYPAL HLDGS INCPYPL3,348$223,4120.01%
198COSTCO WHSL CORP NEW22160K105411$221,2740.01%
199ABBVIE INCABBV1,600$215,5680.01%
200ABBOTT LABSABLZF1,961$213,7880.01%
201VISA INCV900$213,7320.01%
202KIMBERLY-CLARK CORPKMB1,534$211,7840.01%
203BRT APARTMENTS CORPBRT10,615$210,1770.01%
204INTUITIVE SURGICAL INCISRG600$205,1640.01%
205BRISTOL-MYERS SQUIBB COCELG-RI3,200$204,6400.01%
206ISHARES TR4642871501,950$190,7880.01%
207ISHARES TR4642885701,860$156,5560.01%
208VANGUARD INDEX FDS922908769647$142,5740.01%
209ISHARES TR464287200294$131,0390.01%
210VANGUARD INDEX FDS922908629558$122,8750.01%
211ISHARES TR464287507454$118,6370.01%
212ISHARES TR4642878041,086$108,2420.01%
213ISHARES TR464287226999$97,8520.01%
214VANGUARD INDEX FDS922908595403$92,5850.01%
215ISHARES TR4642886461,594$79,9600.00%
216EQUITY COMWLTH2946281023,859$78,1870.00%
217VANGUARD ADMIRAL FDS INC921932703332$51,6920.00%
218VANGUARD ADMIRAL FDS INC921932505190$48,2770.00%
219ISHARES TR464287655231$43,2590.00%
220ISHARES TR464288802410$38,3920.00%
221ISHARES TR464288869347$37,9270.00%
222ISHARES TR46434V621631$32,5330.00%
223VANGUARD INDEX FDS922908637143$29,0880.00%
224ISHARES TR464287606300$22,5000.00%
225VANGUARD INDEX FDS922908744125$17,7620.00%
226ISHARES TR464287168156$17,6750.00%
227VANGUARD SCOTTSDALE FDS92206C73050$10,1640.00%
228ISHARES TR46428784694$10,1300.00%
229SPDR SER TR78468R853239$9,2880.00%
230VANGUARD INDEX FDS92290855395$7,9380.00%
231ISHARES TR46428745797$7,8650.00%
232ISHARES TR46428772171$7,7610.00%
233ISHARES TR46428766374$5,7910.00%
234ISHARES TR46428851366$4,9550.00%
235ISHARES TR46428724229$3,1360.00%
236ISHARES TR46428763016$2,2300.00%