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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
Q2 		$25M Buy
1,586,924
+253,204
+19% +$4.48M 1.24% 24
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

KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Punch & Associates Investment Management's VTS Position: Q2 2026 in Review

Punch & Associates Investment Management increased its Vitesse Energy (VTS) stake by 19% in Q2 2026, buying an estimated $4.48M and bringing the position to 1,586,924 shares worth $25M. The position accounts for 1.24% of the portfolio, ranked #24.

Punch & Associates Investment Management first reported a position in VTS in Q1 2023 and has held it in 14 quarters since. The position peaked at $29.6M in Q3 2025. 234 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

  • Punch & Associates Investment Management held 1,586,924 shares of Vitesse Energy worth $25M as of Q2 2026.
  • Punch & Associates Investment Management bought 253,204 Vitesse Energy shares in Q2 2026, an estimated $4.48M.
  • Vitesse Energy made up 1.24% of Punch & Associates Investment Management's portfolio in Q2 2026, its #24 holding.
  • Punch & Associates Investment Management first reported a position in Vitesse Energy in Q1 2023 and has held it in 14 quarters since.
  • Punch & Associates Investment Management's Vitesse Energy position peaked at $29.6M in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.