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Punch & Associates Investment Management’s Climb Global Solutions CLMB Stock Holding History

Punch & Associates Investment Management’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.9M Buy
551,665
+12,797
+2% +$332K 0.63% 60
2025
Q4 		$13.8M Buy
538,868
+25,508
+5% +$740K 0.81% 46
2025
Q3 		$17.3M Hold
513,360
– – 1% 34
2025
Q2 		$13.7M Sell
513,360
-7,640
-1% -$202K 0.84% 49
2025
Q1 		$14.4M Sell
521,000
-232,836
-31% -$7.19M 0.95% 30
2024
Q4 		$23.9M Sell
753,836
-48,240
-6% -$1.43M 1.3% 19
2024
Q3 		$20M Sell
802,076
-71,172
-8% -$1.42M 1.1% 20
2024
Q2 		$13.7M Buy
873,248
+223,848
+34% +$3.39M 0.8% 42
2024
Q1 		$11.5M Sell
649,400
-2,472
-0.4% -$37.2K 0.66% 54
2023
Q4 		$8.94M Sell
651,872
-23,992
-4% -$287K 0.52% 78
2023
Q3 		$7.27M Buy
675,864
+93,116
+16% +$1.03M 0.47% 89
2023
Q2 		$6.97M Buy
582,748
+20,948
+4% +$255K 0.43% 99
2023
Q1 		$7.48M Sell
561,800
-44,456
-7% -$462K 0.48% 91
2022
Q4 		$4.78M Buy
606,256
+58,456
+11% +$458K 0.31% 118
2022
Q3 		$3.68M Buy
547,800
+268,000
+96% +$2.01M 0.26% 131
2022
Q2 		$2.33M Sell
279,800
-4,800
-2% -$41.7K 0.16% 148
2022
Q1 		$2.46M Buy
284,600
+30,000
+12% +$238K 0.14% 158
2021
Q4 		$2.23M Buy
254,600
+26,800
+12% +$203K 0.12% 161
2021
Q3 		$1.53M Buy
227,800
+7,200
+3% +$48.9K 0.09% 169
2021
Q2 		$1.38M Buy
220,600
+66,200
+43% +$427K 0.08% 176
2021
Q1 		$970K Buy
154,400
+79,600
+106% +$425K 0.06% 181
2020
Q4 		$357K Buy
74,800
+26,800
+56% +$143K 0.02% 200
2020
Q3 		$277K Buy
+48,000
New +$285K 0.02% 207

Other funds holding CLMB

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Punch & Associates Investment Management's CLMB Position: Q1 2026 in Review

Punch & Associates Investment Management increased its Climb Global Solutions (CLMB) stake by 2.4% in Q1 2026, buying an estimated $332K and bringing the position to 551,665 shares worth $10.9M. The position accounts for 0.63% of the portfolio, ranked #60.

Punch & Associates Investment Management first reported a position in CLMB in Q3 2020 and has held it in 23 quarters since. The position peaked at $23.9M in Q4 2024. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Punch & Associates Investment Management held 551,665 shares of Climb Global Solutions worth $10.9M as of Q1 2026.
  • Punch & Associates Investment Management bought 12,797 Climb Global Solutions shares in Q1 2026, an estimated $332K.
  • Climb Global Solutions made up 0.63% of Punch & Associates Investment Management's portfolio in Q1 2026, its #60 holding.
  • Punch & Associates Investment Management first reported a position in Climb Global Solutions in Q3 2020 and has held it in 23 quarters since.
  • Punch & Associates Investment Management's Climb Global Solutions position peaked at $23.9M in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.