Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $160.83M

Positions: 3

Period: 2018-12-31

Filed: 2019-02-14

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. Q4 2018 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $160.83M across 3 positions in their Q4 2018 SEC 13F filing (period ending 2018-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$114.14M·BIDU$42.23M·WFC$4.46M

2 increased1 exits

Holdings Heatmap

BRK/A71.0% · $114.14M BIDU26.3% · $42.23M+60.8%

WFC2.8% · $4.46M+254495.0%

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

Largest Trades This Quarter

Largest Adds2

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$114.14M	373	70.97%	-
2	BIDUBAIDU INC	$42.23M	266,295	26.26%	+60.8%
3	WFCWELLS FARGO CO NEW	$4.46M	96,746	2.77%	+254495.0%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
BIDUBAIDU INC	$42.23M	266,295	+100.7K	+60.8%
WFCWELLS FARGO CO NEW	$4.46M	96,746	+96.7K	+254495.0%

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