Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $155.58M

Positions: 4

Period: 2018-03-31

Filed: 2018-05-15

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 2018 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $155.58M across 4 positions in their Q1 2018 SEC 13F filing (period ending 2018-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$111.56M·BIDU$36.95M·WELLS FARGO CO NEW$5.34M·CVNA$1.72M

+1 new1 reduced

Holdings Heatmap

BRK/A71.7% · $111.56M BIDU23.8% · $36.95M

9497463.4% · $5.34M-71.7%CVNA1.1% · $1.72MNew

Top 4 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Reductions1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$111.56M	373	71.71%	-
2	BIDUBAIDU INC	$36.95M	165,577	23.75%	-
3	WELLS FARGO CO NEW	$5.34M	278,005	3.43%	-71.7%
4	CVNACARVANA CO	$1.72M	75,112	1.11%	New

Position Changes

Stock	Value	Shares
CVNACARVANA CO	$1.72M	75,112

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