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Punch & Associates Investment Management’s BrightView Holdings BV Stock Holding History

Punch & Associates Investment Management’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.8M Buy
1,184,042
+67,211
+6% +$843K 0.83% 38
2026
Q1 		$13.2M Buy
1,116,831
+22,362
+2% +$289K 0.76% 46
2025
Q4 		$13.9M Sell
1,094,469
-4,659
-0.4% -$59.1K 0.81% 45
2025
Q3 		$14.7M Buy
1,099,128
+4,654
+0.4% +$69.1K 0.85% 44
2025
Q2 		$18.2M Buy
1,094,474
+8,108
+0.7% +$121K 1.12% 24
2025
Q1 		$13.9M Buy
1,086,366
+21,010
+2% +$301K 0.91% 36
2024
Q4 		$17M Sell
1,065,356
-11,894
-1% -$198K 0.93% 27
2024
Q3 		$17M Buy
1,077,250
+7,502
+0.7% +$109K 0.94% 30
2024
Q2 		$14.2M Buy
1,069,748
+2,424
+0.2% +$30.9K 0.83% 37
2024
Q1 		$12.7M Sell
1,067,324
-245,275
-19% -$2.23M 0.72% 45
2023
Q4 		$11.1M Sell
1,312,599
-152,090
-10% -$1.16M 0.65% 56
2023
Q3 		$11.4M Buy
1,464,689
+13,820
+1% +$110K 0.73% 42
2023
Q2 		$10.4M Buy
1,450,869
+580
+0% +$3.67K 0.63% 57
2023
Q1 		$8.15M Buy
1,450,289
+181,009
+14% +$1.22M 0.53% 85
2022
Q4 		$8.75M Buy
1,269,280
+376,702
+42% +$2.91M 0.57% 77
2022
Q3 		$7.09M Sell
892,578
-6,419
-0.7% -$68.6K 0.49% 85
2022
Q2 		$10.8M Buy
898,997
+13,704
+2% +$172K 0.75% 37
2022
Q1 		$12M Buy
885,293
+22,087
+3% +$298K 0.68% 40
2021
Q4 		$12.2M Buy
863,206
+379,421
+78% +$5.71M 0.64% 50
2021
Q3 		$7.14M Sell
483,785
-1,835
-0.4% -$28K 0.41% 108
2021
Q2 		$7.83M Buy
485,620
+2,105
+0.4% +$37K 0.44% 97
2021
Q1 		$8.16M Buy
483,515
+14,945
+3% +$239K 0.49% 87
2020
Q4 		$7.08M Buy
468,570
+115,600
+33% +$1.58M 0.49% 84
2020
Q3 		$4.02M Buy
352,970
+12,600
+4% +$151K 0.35% 113
2020
Q2 		$3.81M Buy
+340,370
New +$4.12M 0.34% 112

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Punch & Associates Investment Management's BV Position: Q2 2026 in Review

Punch & Associates Investment Management increased its BrightView Holdings (BV) stake by 6% in Q2 2026, buying an estimated $843K and bringing the position to 1,184,042 shares worth $16.8M. The position accounts for 0.83% of the portfolio, ranked #38.

Punch & Associates Investment Management first reported a position in BV in Q2 2020 and has held it in 25 quarters since. The position peaked at $18.2M in Q2 2025. 184 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • Punch & Associates Investment Management held 1,184,042 shares of BrightView Holdings worth $16.8M as of Q2 2026.
  • Punch & Associates Investment Management bought 67,211 BrightView Holdings shares in Q2 2026, an estimated $843K.
  • BrightView Holdings made up 0.83% of Punch & Associates Investment Management's portfolio in Q2 2026, its #38 holding.
  • Punch & Associates Investment Management first reported a position in BrightView Holdings in Q2 2020 and has held it in 25 quarters since.
  • Punch & Associates Investment Management's BrightView Holdings position peaked at $18.2M in Q2 2025.
  • 184 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.