Punch & Associates Investment Management’s Logan Ridge Finance Corp LRFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-227,960
Closed -$4.33M 168
2025
Q2
$4.33M Hold
227,960
0.27% 110
2025
Q1
$5.02M Buy
227,960
+1,996
+0.9% +$48.1K 0.33% 103
2024
Q4
$5.65M Sell
225,964
-3,650
-2% -$90.7K 0.31% 114
2024
Q3
$5.7M Buy
229,614
+6,121
+3% +$137K 0.31% 112
2024
Q2
$5.01M Buy
223,493
+8,433
+4% +$188K 0.29% 122
2024
Q1
$4.84M Sell
215,060
-17,180
-7% -$388K 0.28% 124
2023
Q4
$5.25M Buy
232,240
+22,658
+11% +$487K 0.31% 124
2023
Q3
$4.35M Buy
209,582
+38,105
+22% +$809K 0.28% 125
2023
Q2
$3.55M Buy
171,477
+21,192
+14% +$435K 0.22% 133
2023
Q1
$3.13M Buy
150,285
+21,499
+17% +$487K 0.2% 135
2022
Q4
$2.88M Buy
128,786
+12,901
+11% +$259K 0.19% 144
2022
Q3
$2.08M Buy
115,885
+28,020
+32% +$533K 0.15% 148
2022
Q2
$1.39M Buy
87,865
+1,300
+2% +$25.3K 0.1% 162
2022
Q1
$1.95M Buy
86,565
+5,700
+7% +$140K 0.11% 161
2021
Q4
$1.86M Buy
80,865
+27,800
+52% +$686K 0.1% 166
2021
Q3
$1.36M Buy
53,065
+410
+0.8% +$10.9K 0.08% 171
2021
Q2
$1.29M Buy
52,655
+8,355
+19% +$182K 0.07% 177
2021
Q1
$684K Buy
44,300
+13,000
+42% +$204K 0.04% 191
2020
Q4
$451K Buy
+31,300
New +$357K 0.03% 191
2019
Q3
Sell
-38,718
Closed -$2.19M 217
2019
Q2
$2.19M Sell
38,718
-25,623
-40% -$1.36M 0.18% 152
2019
Q1
$3.07M Buy
64,341
+3,873
+6% +$188K 0.26% 144
2018
Q4
$2.6M Buy
60,468
+31,525
+109% +$1.52M 0.25% 147
2018
Q3
$1.51M Buy
+28,943
New +$1.51M 0.12% 171

Punch & Associates Investment Management's LRFC Position: Q3 2025 in Review

Punch & Associates Investment Management sold out of Logan Ridge Finance Corp (LRFC) in Q3 2025, closing a stake of 227,960 shares — an estimated $4.33M sold.

Punch & Associates Investment Management first reported a position in LRFC in Q3 2018 and held it in 23 quarters. The position peaked at $5.7M in Q3 2024. 0 funds tracked by Wall St. Rank hold LRFC as of Q3 2025.

  • Punch & Associates Investment Management reported no remaining Logan Ridge Finance Corp position as of Q3 2025 after selling out during the quarter.
  • Punch & Associates Investment Management sold 227,960 Logan Ridge Finance Corp shares in Q3 2025, an estimated $4.33M.
  • Punch & Associates Investment Management first reported a position in Logan Ridge Finance Corp in Q3 2018 and held it in 23 quarters.
  • Punch & Associates Investment Management's Logan Ridge Finance Corp position peaked at $5.7M in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Logan Ridge Finance Corp as of Q3 2025.

Based on Punch & Associates Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.