Number of Shares
454,272.00
Current Holdings Value*
$11.21 Mil
% of Portfolio
0.74%
Total Estimate Gain
$1.50 Mil
% of Total Estimate Gain
13.03%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.'s i3 Verticals Inc Holding Summary

As of 2025-03-31, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. held 454,272.00 shares of i3 Verticals Inc(IIIV), totaling $11.21 Mil. This investment constitutes 0.74% of their stock portfolio, and PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. now holds 1.86% of the outstanding i3 Verticals Inc(IIIV) stock.

The initial trade took place in 2025Q1. And since then PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. has made 1 purchases of IIIV, at an average price of $25.33, for a total of 454,272.00 shares. Based on historical transaction data and IIIV's current price of $28.63, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.'s estimated gain on his IIIV holdings is $1.50 Mil, reflecting a 13.03% gain to date.

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. IIIV ($28.63) Holding Chart

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. IIIV ($28.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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