SEC 13F Intelligence

Punch & Associates Investment Management, Inc. / PZNUSD

Punch & Associates Investment Management, Inc.’s Pzena Invt Mgmt Inc Position

Does Punch & Associates Investment Management, Inc. own Pzena Invt Mgmt Inc (PZNUSD)? Not currently — the last reported position was 2.00M shares worth $19M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$19M
Q3 2022
Shares
2.00M
% of Portfolio
+1.32%
Quarters Held
16
position exited

Position History PZNUSD

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $14MQ2 ’19: $15MQ2 ’19Q3 ’19: $16MQ4 ’19: $16MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ2 ’20Q3 ’20: $10MQ4 ’20: $14MQ4 ’20Q1 ’21: $20MQ2 ’21: $25MQ2 ’21Q3 ’21: $19MQ4 ’21: $18MQ4 ’21Q1 ’22: $16MQ2 ’22: $13MQ2 ’22Q3 ’22: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20222.00M$19M+1.32%
Q2 20221.96M$13M+0.90%
Q1 20221.97M$16M+0.90%
Q4 20211.92M$18M+0.95%
Q3 20211.91M$19M+1.07%
Q2 20212.28M$25M+1.26%
Q1 20211.92M$20M+1.22%
Q4 20201.93M$14M+0.98%
Q3 20201.92M$10M+0.88%
Q2 20201.93M$10M+0.95%
Q1 20201.83M$8M+0.97%
Q4 20191.84M$16M+1.25%
Q3 20191.81M$16M+1.34%
Q2 20191.80M$15M+1.28%
Q1 20191.78M$14M+1.23%
Q4 20181.72M$15M+1.42%

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 PZNUSD.