PAIM
MLCI

Punch & Associates Investment Management’s Mount Logan Capital Inc MLCI Stock Holding History

Punch & Associates Investment Management’s Portfolio MLCI Stock Details MLCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$784K Sell
218,904
-136,114
-38% -$861K 0.05% 143
2025
Q4 		$2.93M Sell
355,018
-50,325
-12% -$392K 0.17% 123
2025
Q3 		$3.16M Buy
+405,343
New +$3.2M 0.18% 122

Other funds holding MLCI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Punch & Associates Investment Management reduced its Mount Logan Capital Inc (MLCI) stake by 38% in Q1 2026, selling an estimated $861K and leaving 218,904 shares worth $784K. The position accounts for 0.05% of the portfolio, ranked #143.

Punch & Associates Investment Management first reported a position in MLCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.16M in Q3 2025. 32 funds tracked by Wall St. Rank hold MLCI as of Q1 2026.

  • Punch & Associates Investment Management held 218,904 shares of Mount Logan Capital Inc worth $784K as of Q1 2026.
  • Punch & Associates Investment Management sold 136,114 Mount Logan Capital Inc shares in Q1 2026, an estimated $861K.
  • Mount Logan Capital Inc made up 0.05% of Punch & Associates Investment Management's portfolio in Q1 2026, its #143 holding.
  • Punch & Associates Investment Management first reported a position in Mount Logan Capital Inc in Q3 2025 and has held it in 3 quarters since.
  • Punch & Associates Investment Management's Mount Logan Capital Inc position peaked at $3.16M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q1 2026.

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