PAIM
CSW

Punch & Associates Investment Management’s CSW Industrials CSW Stock Holding History

Punch & Associates Investment Management’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.3M Buy
50,987
+969
+2% +$282K 0.77% 45
2025
Q4 		$14.7M Buy
50,018
+90
+0.2% +$24K 0.86% 43
2025
Q3 		$12.1M Buy
49,928
+254
+0.5% +$68.2K 0.7% 54
2025
Q2 		$14.2M Buy
49,674
+841
+2% +$254K 0.88% 44
2025
Q1 		$14.2M Buy
48,833
+1,580
+3% +$513K 0.93% 31
2024
Q4 		$16.7M Sell
47,253
-1,310
-3% -$509K 0.91% 28
2024
Q3 		$17.8M Sell
48,563
-12,945
-21% -$4.04M 0.98% 28
2024
Q2 		$16.3M Sell
61,508
-2
-0% -$496 0.95% 25
2024
Q1 		$14.4M Sell
61,510
-25,934
-30% -$5.78M 0.82% 36
2023
Q4 		$18.1M Buy
87,444
+1,912
+2% +$347K 1.06% 18
2023
Q3 		$15M Sell
85,532
-11,932
-12% -$2.11M 0.96% 27
2023
Q2 		$16.2M Sell
97,464
-128
-0.1% -$18.5K 0.99% 25
2023
Q1 		$13.6M Sell
97,592
-1,376
-1% -$186K 0.87% 32
2022
Q4 		$11.5M Sell
98,968
-9
-0% -$1.08K 0.74% 47
2022
Q3 		$11.9M Buy
98,977
+1,544
+2% +$189K 0.83% 35
2022
Q2 		$10M Buy
97,433
+1,037
+1% +$111K 0.7% 42
2022
Q1 		$11.3M Buy
96,396
+2,565
+3% +$302K 0.64% 51
2021
Q4 		$11.3M Buy
93,831
+596
+0.6% +$77.7K 0.59% 58
2021
Q3 		$11.9M Buy
93,235
+207
+0.2% +$25.8K 0.68% 44
2021
Q2 		$11M Buy
93,028
+380
+0.4% +$48.5K 0.62% 52
2021
Q1 		$12.5M Sell
92,648
-21,356
-19% -$2.71M 0.75% 37
2020
Q4 		$12.8M Sell
114,004
-2,245
-2% -$224K 0.89% 25
2020
Q3 		$8.98M Buy
116,249
+1,030
+0.9% +$74.6K 0.77% 38
2020
Q2 		$7.96M Buy
115,219
+21,836
+23% +$1.47M 0.72% 38
2020
Q1 		$6.06M Sell
93,383
-1,522
-2% -$110K 0.72% 49
2019
Q4 		$7.31M Buy
94,905
+2,087
+2% +$150K 0.58% 63
2019
Q3 		$6.41M Buy
92,818
+876
+1% +$60.5K 0.53% 71
2019
Q2 		$6.27M Sell
91,942
-61,382
-40% -$3.84M 0.52% 84
2019
Q1 		$8.78M Buy
153,324
+2,712
+2% +$147K 0.75% 43
2018
Q4 		$7.28M Buy
150,612
+615
+0.4% +$30.6K 0.7% 45
2018
Q3 		$8.05M Sell
149,997
-24,898
-14% -$1.36M 0.64% 48
2018
Q2 		$9.24M Sell
174,895
-7,298
-4% -$347K 0.76% 36
2018
Q1 		$8.21M Sell
182,193
-818
-0.4% -$38.1K 0.72% 40
2017
Q4 		$8.41M Buy
183,011
+585
+0.3% +$27.6K 0.73% 40
2017
Q3 		$8.09M Buy
182,426
+5,563
+3% +$226K 0.72% 43
2017
Q2 		$6.84M Sell
176,863
-486
-0.3% -$17.5K 0.64% 51
2017
Q1 		$6.51M Buy
177,349
+2,968
+2% +$108K 0.63% 52
2016
Q4 		$6.43M Buy
174,381
+1,979
+1% +$67.2K 0.64% 56
2016
Q3 		$5.58M Buy
172,402
+2,149
+1% +$70.7K 0.6% 61
2016
Q2 		$5.55M Buy
170,253
+44,298
+35% +$1.45M 0.64% 55
2016
Q1 		$3.97M Buy
+125,955
New +$4.04M 0.48% 93

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 CSW Position: Q1 2026 in Review

Punch & Associates Investment Management increased its CSW Industrials (CSW) stake by 1.9% in Q1 2026, buying an estimated $282K and bringing the position to 50,987 shares worth $13.3M. The position accounts for 0.77% of the portfolio, ranked #45.

Punch & Associates Investment Management first reported a position in CSW in Q1 2016 and has held it in 41 quarters since. The position peaked at $18.1M in Q4 2023. 348 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Punch & Associates Investment Management held 50,987 shares of CSW Industrials worth $13.3M as of Q1 2026.
  • Punch & Associates Investment Management bought 969 CSW Industrials shares in Q1 2026, an estimated $282K.
  • CSW Industrials made up 0.77% of Punch & Associates Investment Management's portfolio in Q1 2026, its #45 holding.
  • Punch & Associates Investment Management first reported a position in CSW Industrials in Q1 2016 and has held it in 41 quarters since.
  • Punch & Associates Investment Management's CSW Industrials position peaked at $18.1M in Q4 2023.
  • 348 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

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