Punch & Associates Investment Management’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.7M | Buy |
647,038
+177,391
| +38% | +$8.49M | 1.6% | 13 |
|
|
2025
Q4 | $24.9M | Buy |
469,647
+121,993
| +35% | +$6.84M | 1.46% | 16 |
|
|
2025
Q3 | $22.5M | Buy |
347,654
+3,071
| +0.9% | +$177K | 1.3% | 20 |
|
|
2025
Q2 | $12.8M | Buy |
+344,583
| New | +$13.9M | 0.79% | 52 |
|
|
2021
Q1 | – | Sell |
-13,627
| Closed | -$3.73M | – | 249 |
|
|
2020
Q4 | $3.73M | Sell |
13,627
-510
| -4% | -$152K | 0.26% | 136 |
|
|
2020
Q3 | $4.34M | Sell |
14,137
-120
| -0.8% | -$38.1K | 0.37% | 106 |
|
|
2020
Q2 | $4.13M | Sell |
14,257
-330
| -2% | -$79.7K | 0.37% | 105 |
|
|
2020
Q1 | $2.67M | Buy |
14,587
+171
| +1% | +$48.4K | 0.32% | 114 |
|
|
2019
Q4 | $4.37M | Buy |
14,416
+303
| +2% | +$100K | 0.34% | 112 |
|
|
2019
Q3 | $4.38M | Buy |
14,113
+57
| +0.4% | +$19.4K | 0.36% | 107 |
|
|
2019
Q2 | $5.9M | Sell |
14,056
-2,454
| -15% | -$939K | 0.49% | 90 |
|
|
2019
Q1 | $5.8M | Buy |
16,510
+287
| +2% | +$86.6K | 0.5% | 86 |
|
|
2018
Q4 | $3.56M | Buy |
16,223
+100
| +0.6% | +$22.7K | 0.34% | 122 |
|
|
2018
Q3 | $3.71M | Buy |
16,123
+105
| +0.7% | +$25K | 0.29% | 134 |
|
|
2018
Q2 | $3.42M | Sell |
16,018
-644
| -4% | -$179K | 0.28% | 137 |
|
|
2018
Q1 | $5.47M | Sell |
16,662
-6,475
| -28% | -$2.33M | 0.48% | 85 |
|
|
2017
Q4 | $7.88M | Buy |
23,137
+81
| +0.4% | +$23K | 0.68% | 49 |
|
|
2017
Q3 | $5.64M | Sell |
23,056
-7,231
| -24% | -$1.56M | 0.5% | 82 |
|
|
2017
Q2 | $5.21M | Sell |
30,287
-4,580
| -13% | -$689K | 0.49% | 88 |
|
|
2017
Q1 | $4.37M | Buy |
34,867
+505
| +1% | +$57.6K | 0.42% | 110 |
|
|
2016
Q4 | $3.48M | Buy |
34,362
+516
| +2% | +$49.2K | 0.35% | 118 |
|
|
2016
Q3 | $3.28M | Buy |
33,846
+368
| +1% | +$36.6K | 0.35% | 113 |
|
|
2016
Q2 | $2.96M | Buy |
33,478
+275
| +0.8% | +$23.3K | 0.34% | 112 |
|
|
2016
Q1 | $3.25M | Buy |
33,203
+268
| +0.8% | +$20.9K | 0.39% | 109 |
|
|
2015
Q4 | $2.94M | Buy |
32,935
+2,651
| +9% | +$273K | 0.36% | 114 |
|
|
2015
Q3 | $2.82M | Sell |
30,284
-89,723
| -75% | -$9.08M | 0.39% | 114 |
|
|
2015
Q2 | $9.43M | Sell |
120,007
-60,220
| -33% | -$3.71M | 1.19% | 15 |
|
|
2015
Q1 | $10.1M | Sell |
180,227
-54,133
| -23% | -$2.58M | 1.26% | 12 |
|
|
2014
Q4 | $11.3M | Sell |
234,360
-8,495
| -3% | -$352K | 1.46% | 7 |
|
|
2014
Q3 | $8.72M | Buy |
242,855
+92,355
| +61% | +$2.68M | 1.22% | 11 |
|
|
2014
Q2 | $4.39M | Hold |
150,500
| – | – | 0.59% | 64 |
|
|
2014
Q1 | $4.67M | Hold |
150,500
| – | – | 0.64% | 59 |
|
|
2013
Q4 | $4.94M | Sell |
150,500
-500
| -0.3% | -$15K | 0.67% | 51 |
|
|
2013
Q3 | $3.96M | Sell |
151,000
-28,069
| -16% | -$615K | 0.62% | 62 |
|
|
2013
Q2 | $3.07M | Buy |
+179,069
| New | +$3.43M | 0.54% | 80 |
|
Other funds holding TREE
VCM
DSCM
EA
Punch & Associates Investment Management's TREE Position: Q1 2026 in Review
Punch & Associates Investment Management increased its LendingTree (TREE) stake by 38% in Q1 2026, buying an estimated $8.49M and bringing the position to 647,038 shares worth $27.7M. The position accounts for 1.6% of the portfolio, ranked #13.
Punch & Associates Investment Management first reported a position in TREE in Q2 2013 and has held it in 35 quarters since. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.
- Punch & Associates Investment Management held 647,038 shares of LendingTree worth $27.7M as of Q1 2026.
- Punch & Associates Investment Management bought 177,391 LendingTree shares in Q1 2026, an estimated $8.49M.
- LendingTree made up 1.6% of Punch & Associates Investment Management's portfolio in Q1 2026, its #13 holding.
- Punch & Associates Investment Management first reported a position in LendingTree in Q2 2013 and has held it in 35 quarters since.
- 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.
Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.