Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $209.65M

Positions: 3

Period: 2019-06-30

Filed: 2019-08-14

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 2019 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $209.65M across 3 positions in their Q2 2019 SEC 13F filing (period ending 2019-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$118.75M·WGO$53.78M·BIDU$37.12M

2 increased1 exits

Holdings Heatmap

BRK/A56.6% · $118.75M WGO25.7% · $53.78M+30.3%BIDU17.7% · $37.12M+18.8%

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	$118.75M	373	56.64%	-
2	WGOWINNEBAGO INDS INC	$53.78M	1,391,550	25.65%	+30.3%
3	BIDUBAIDU INC	$37.12M	316,295	17.71%	+18.8%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
WGOWINNEBAGO INDS INC	$53.78M	1,391,550	+323.4K	+30.3%
BIDUBAIDU INC	$37.12M	316,295	+50.0K	+18.8%

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