Long-term investor

Punch & Associates Investment Management, Inc. @punchassociatesinvestmen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001238990).

Record

  • Tracked since 2025-06-30 (431 days), 117 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.1% · 6 months +5.7% · 1 year +12.1% · all +12.1%
  • Max drawdown -4.8% · Sharpe 0.51 · win rate 40% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SNEX · 4.1% · long · since 2025-06-30
  • ACA · 2.5% · long · since 2025-06-30
  • UTI · 2.3% · long · since 2025-06-30
  • 518613203 · 2.2% · long · since 2025-06-30
  • ATEN · 2.2% · long · since 2025-06-30
  • MRVL · 2.1% · long · since 2025-12-31
  • ENVA · 1.9% · long · since 2025-09-30
  • RDNT · 1.9% · long · since 2025-06-30
  • GOOGL · 1.9% · long · since 2025-06-30
  • LQDT · 1.8% · long · since 2025-06-30
  • TRS · 1.8% · long · since 2026-03-31
  • SPNT · 1.8% · long · since 2025-06-30

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