Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $162.58M

Positions: 4

Period: 2018-09-30

Filed: 2018-11-14

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Punch Card Management L.P. Q3 2018 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $162.58M across 4 positions in their Q3 2018 SEC 13F filing (period ending 2018-09-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$119.36M·BIDU$37.86M·WELLS FARGO CO NEW$5.36M·WFC$2.00K

1 exits

Holdings Heatmap

BRK/A73.4% · $119.36M BIDU23.3% · $37.86M

9497463.3% · $5.36M WFC0.0%

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

Largest Trades This Quarter

Exits1

CVNA

CARVANA CO

Sold

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$119.36M	373	73.42%	-
2	BIDUBAIDU INC	$37.86M	165,577	23.29%	-
3	WELLS FARGO CO NEW	$5.36M	277,905	3.29%	-
4	WFCWELLS FARGO CO NEW	$2.00K	38	0.00%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
CVNACARVANA CO	-	-	-75.1K	-100.0%

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