Punch & Associates Investment Management’s Vitesse Energy VTS Stock Holding History

Punch & Associates Investment Management’s Portfolio VTS Stock Details VTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.2M	Sell	1,333,720 -104,809	-7%	-$2.11M	1.4%	20
2025 Q4	$27.7M	Buy	1,438,529 +165,534	+13%	+$3.53M	1.62%	10
2025 Q3	$29.6M	Buy	1,272,995 +193,195	+18%	+$4.75M	1.71%	8
2025 Q2	$23.9M	Buy	1,079,800 +59,358	+6%	+$1.3M	1.47%	14
2025 Q1	$25.1M	Sell	1,020,442 -91,420	-8%	-$2.34M	1.64%	11
2024 Q4	$27.8M	Buy	1,111,862 +161,093	+17%	+$4.21M	1.52%	10
2024 Q3	$22.8M	Buy	950,769 +67,617	+8%	+$1.67M	1.26%	15
2024 Q2	$20.9M	Buy	883,152 +152,977	+21%	+$3.64M	1.22%	17
2024 Q1	$17.3M	Buy	730,175 +177,885	+32%	+$3.9M	0.99%	27
2023 Q4	$12.1M	Buy	552,290 +53,671	+11%	+$1.24M	0.71%	45
2023 Q3	$11.4M	Buy	498,619 +22,957	+5%	+$539K	0.73%	40
2023 Q2	$10.7M	Sell	475,662 -45,402	-9%	-$947K	0.65%	55
2023 Q1	$9.92M	Buy	+521,064	New	+$8.99M	0.64%	62

Other funds holding VTS

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Punch & Associates Investment Management reduced its Vitesse Energy (VTS) stake by 7.3% in Q1 2026, selling an estimated $2.11M and leaving 1,333,720 shares worth $24.2M. The position accounts for 1.4% of the portfolio, ranked #20.

Punch & Associates Investment Management first reported a position in VTS in Q1 2023 and has held it in 13 quarters since. The position peaked at $29.6M in Q3 2025. 232 funds tracked by Wall St. Rank hold VTS as of Q1 2026.

Punch & Associates Investment Management held 1,333,720 shares of Vitesse Energy worth $24.2M as of Q1 2026.
Punch & Associates Investment Management sold 104,809 Vitesse Energy shares in Q1 2026, an estimated $2.11M.
Vitesse Energy made up 1.4% of Punch & Associates Investment Management's portfolio in Q1 2026, its #20 holding.
Punch & Associates Investment Management first reported a position in Vitesse Energy in Q1 2023 and has held it in 13 quarters since.
Punch & Associates Investment Management's Vitesse Energy position peaked at $29.6M in Q3 2025.
232 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2026.

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