SEC 13F Intelligence

Punch & Associates Investment Management, Inc. / ADUS

Punch & Associates Investment Management, Inc.’s Addus Homecare Corp Position

Does Punch & Associates Investment Management, Inc. own Addus Homecare Corp (ADUS)? Yes — 193.9K shares worth $18M (+1.05% of its 13F portfolio) as of Q1 2026, up from 183.0K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
193.9K
% of Portfolio
+1.05%
Quarters Held
30
currently held

Position History ADUS

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $13MQ2 ’19: $14MQ3 ’19: $11MQ4 ’19: $11MQ4 ’19Q1 ’20: $6MQ2 ’20: $9MQ3 ’20: $9MQ4 ’20: $15MQ4 ’20Q1 ’21: $14MQ2 ’21: $11MQ3 ’21: $11MQ4 ’21: $12MQ4 ’21Q1 ’22: $13MQ2 ’22: $12MQ3 ’22: $13MQ4 ’22: $14MQ4 ’22Q1 ’23: $15MQ2 ’23: $13MQ3 ’23: $12MQ4 ’23: $13MQ4 ’23Q1 ’24: $13MQ2 ’24: $14MQ3 ’24: $14MQ4 ’24: $14MQ4 ’24Q1 ’25: $11MQ2 ’25: $13MQ3 ’25: $17MQ4 ’25: $20MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026193.9K$18M+1.05%
Q4 2025183.0K$20M+1.15%
Q3 2025143.7K$17M+0.98%
Q2 2025111.3K$13M+0.79%
Q1 2025110.3K$11M+0.71%
Q4 2024108.0K$14M+0.74%
Q3 2024108.4K$14M+0.80%
Q2 2024119.2K$14M+0.81%
Q1 2024129.9K$13M+0.76%
Q4 2023139.7K$13M+0.76%
Q3 2023138.7K$12M+0.76%
Q2 2023138.1K$13M+0.78%
Q1 2023139.1K$15M+0.96%
Q4 2022141.4K$14M+0.91%
Q3 2022141.0K$13M+0.94%
Q2 2022138.9K$12M+0.81%
Q1 2022137.4K$13M+0.73%
Q4 2021133.3K$12M+0.65%
Q3 2021132.0K$11M+0.60%
Q2 2021131.0K$11M+0.57%
Q1 2021130.8K$14M+0.82%
Q4 2020127.8K$15M+1.04%
Q3 202095.3K$9M+0.77%
Q2 202095.3K$9M+0.80%
Q1 202095.6K$6M+0.77%
Q4 2019118.0K$11M+0.90%
Q3 2019135.3K$11M+0.89%
Q2 2019185.1K$14M+1.15%
Q1 2019202.8K$13M+1.10%
Q4 2018209.8K$14M+1.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Punch & Associates Investment Management, Inc.’s full portfolio or all institutional holders of ADUS.