Punch & Associates (TREE) reports 5.2% beneficial stake in LendingTree common stock
Rhea-AI Filing Summary
Punch & Associates Investment Management, Inc. reported beneficial ownership of common stock of LendingTree, Inc. as an institutional investor. As of the reported date, Punch & Associates beneficially owned 725,675 shares of LendingTree common stock, representing 5.2% of the class.
The firm, organized in Minnesota and based in Edina, Minnesota, reported having sole voting power and sole dispositive power over all 725,675 shares, with no shared voting or dispositive power. The filing was signed by Chief Investment Officer Howard D. Punch, Jr. on July 6, 2026.
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Key Figures
Shares beneficially owned: 725,675 shares
Percent of class: 5.2%
Sole voting power: 725,675 shares
+3 more
6 metrics
Shares beneficially owned
725,675 shares
Amount of LendingTree common stock reported as beneficially owned by Punch & Associates
Percent of class
5.2%
Portion of LendingTree common stock class owned by Punch & Associates
Sole voting power
725,675 shares
Shares over which Punch & Associates has sole power to vote or direct the vote
Shared voting power
0 shares
Shares over which Punch & Associates has shared power to vote or direct the vote
Sole dispositive power
725,675 shares
Shares over which Punch & Associates has sole power to dispose or direct disposition
Shared dispositive power
0 shares
Shares over which Punch & Associates has shared power to dispose or direct disposition
Key Terms
Schedule 13G, beneficially owned, sole voting power, sole dispositive power, +1 more
5 terms
Schedule 13G regulatory
"Punch & Associates filed a Schedule 13G reporting beneficial ownership"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 725675"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole power to vote or to direct the vote: 725675"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 725675"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
percent of class financial
"Percent of class: 5.2%"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
FAQ
What stake in LendingTree, Inc. (TREE) does Punch & Associates report?
Punch & Associates reports beneficial ownership of 725,675 shares of LendingTree common stock, representing 5.2% of the class. This makes the firm a significant institutional shareholder based on the Schedule 13G disclosure.
Who filed the Schedule 13G for LendingTree (TREE) and in what capacity?
The Schedule 13G was signed by Howard D. Punch, Jr. as Chief Investment Officer of Punch & Associates Investment Management, Inc. He signed the ownership report on July 6, 2026.
What type of security in LendingTree (TREE) is reported on this Schedule 13G?
The filing covers Common Stock of LendingTree, Inc. identified by CUSIP 52603B107. Punch & Associates reports its beneficial ownership and related voting and dispositive powers for this class.
Where is Punch & Associates, a major LendingTree (TREE) holder, located?
Punch & Associates’ principal business office is at 7701 France Ave. So., Suite 300, Edina, MN 55435. The firm is a Minnesota entity, as reflected in the reported citizenship information.
AI-generated analysis. How Rhea-AI works. Not financial advice.