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WINTER PARK, FL · CIK 0001631664
New positions
0
Added to
0
Trimmed
2
Exited
0
Clone performance through .
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 5 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | BRK/ABERKSHIRE HATHAWAY INC DEL | $108.58M | 42.42% | - |
| 2 | CROXCROCS INC | $69.63M | 27.20% | -2.9% |
| 3 | PDDPDD HOLDINGS INC | $31.66M | 12.37% | - |
| 4 | PYPLPAYPAL HLDGS INC | $27.16M | 10.61% | - |
| 5 | SGOVISHARES TR | $18.93M | 7.39% | -59.1% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| CROXCROCS INC | $69.63M | 577,170 | -2.9% |
| SGOVISHARES TR | $18.93M | 188,000 | -59.1% |
As of Q2 2026, Punch Card Management L.P. reported a portfolio value of $255.95M across 5 positions in their 13F filing.
Punch Card Management L.P.'s largest holding is BRK/A with a position worth $108.58M. Their top holdings include BRK/A, CROX, PDD, PYPL, SGOV.
In Q2 2026, Punch Card Management L.P. made the following changes to their portfolio: 2 positions reduced.
Punch Card Management L.P. files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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