Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $211.92M

Positions: 4

Period: 2019-03-31

Filed: 2019-05-15

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 2019 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $211.92M across 4 positions in their Q1 2019 SEC 13F filing (period ending 2019-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$112.35M·BIDU$43.90M·WGO$33.27M·PCG$22.39M

+2 new1 exits

Holdings Heatmap

BRK/A53.0% · $112.35M BIDU20.7% · $43.90M WGO15.7% · $33.27MNew PCG10.6%New

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

Largest Trades This Quarter

New Positions2

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$112.35M	373	53.02%	-
2	BIDUBAIDU INC	$43.90M	266,295	20.72%	-
3	WGOWINNEBAGO INDS INC	$33.27M	1,068,193	15.70%	New
4	PCGPG&E CORP	$22.39M	1,257,938	10.57%	New

Position Changes

Stock	Value	Shares
WGOWINNEBAGO INDS INC	$33.27M	1,068,193
PCGPG&E CORP	$22.39M	1,257,938

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