Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $206.71M

Positions: 3

Period: 2016-03-31

Filed: 2016-05-16

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

Punch Card Management L.P. Q1 2016 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $206.71M across 3 positions in their Q1 2016 SEC 13F filing (period ending 2016-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BIDU$104.25M·BRK/A$79.62M·WELLS FARGO & CO NEW$22.84M

1 increased2 exits

Holdings Heatmap

BIDU50.4% · $104.25M+55.3%BRK/A38.5% · $79.62M 94974611.0%

Top 3 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds1

Exits2

PRICE T ROWE GROUP INC

Sold

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BIDUBAIDU INC	$104.25M	546,179	50.43%	+55.3%
2	BRK/ABERKSHIRE HATHAWAY INC DEL	$79.62M	373	38.52%	-
3	WELLS FARGO & CO NEW	$22.84M	1,459,516	11.05%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
BIDUBAIDU INC	$104.25M	546,179	+194.4K	+55.3%

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