Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $240.37M

Positions: 3

Period: 2019-12-31

Filed: 2020-02-14

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

Punch Card Management L.P. Q4 2019 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $240.37M across 3 positions in their Q4 2019 SEC 13F filing (period ending 2019-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$126.67M·WGO$73.72M·BIDU$39.98M

Holdings Heatmap

BRK/A52.7% · $126.67M WGO30.7% · $73.72M BIDU16.6% · $39.98M

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

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$126.67M	373	52.70%	-
2	WGOWINNEBAGO INDS INC	$73.72M	1,391,550	30.67%	-
3	BIDUBAIDU INC	$39.98M	316,295	16.63%	-

Position Changes

No positions in this category.

Get the weekly smart-money digest

One weekly email with notable insider buys, sells and congressional disclosures. Unsubscribe anytime.