Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $154.68M

Positions: 5

Period: 2018-06-30

Filed: 2018-08-14

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 2018 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $154.68M across 5 positions in their Q2 2018 SEC 13F filing (period ending 2018-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$105.20M·BIDU$40.23M·WELLS FARGO CO NEW$6.12M·CVNA$3.13M·WFC$2.00K

+1 new1 reduced

Holdings Heatmap

BRK/A68.0% · $105.20M BIDU26.0% · $40.23M 9497464.0%-0.0%

CVNA2.0% · $3.13M WFC0.0%New

Top 5 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	$105.20M	373	68.01%	-
2	BIDUBAIDU INC	$40.23M	165,577	26.01%	-
3	WELLS FARGO CO NEW	$6.12M	277,905	3.96%	-0.0%
4	CVNACARVANA CO	$3.13M	75,112	2.02%	-
5	WFCWELLS FARGO CO NEW	$2.00K	38	0.00%	New

Position Changes

Stock	Value	Shares
WFCWELLS FARGO CO NEW	$2.00K	38

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