Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC | 07-18-2024 | 06-30-2024 | 175 | 1,709,483,545 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARROWMARK FINANCIAL CORP | COM | 301 | $291,550 | 15,815 | 0.00 | 0.00 | -38,185 | -70.71 | 06-30-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 302 | $234,551 | 1,285 | 0.00 | 0.00 | -218 | -14.50 | 06-30-2024 |
| NVR INC | COM | Liquidated | $0 | 0 | 0.00 | 25 | +Inf | 06-30-2024 | |
| VANGUARD INDEX FDS | TOTAL STK MKT | 304 | $72,952 | 273 | 0.00 | 0.00 | 17 | 6.64 | 06-30-2024 |
