Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $157.44M

Positions: 3

Period: 2017-06-30

Filed: 2017-08-14

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. Q2 2017 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $157.44M across 3 positions in their Q2 2017 SEC 13F filing (period ending 2017-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$95.00M·BIDU$40.63M·WELLS FARGO CO NEW$21.80M

Holdings Heatmap

BRK/A60.3% · $95.00M BIDU25.8% · $40.63M-58.4%94974613.8%

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

Largest Trades This Quarter

Largest Reductions1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$95.00M	373	60.34%	-
2	BIDUBAIDU INC	$40.63M	227,159	25.81%	-58.4%
3	WELLS FARGO CO NEW	$21.80M	982,224	13.85%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
BIDUBAIDU INC	$40.63M	227,159	-319.0K	-58.4%

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