Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $198.41K

Positions: 4

Period: 2020-03-31

Filed: 2020-05-15

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 2020 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $198.41K across 4 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$99.82K·WGO$66.35K·ALLY$25.74K·NVR$6.50K

+2 new1 increased1 reduced1 exits

Holdings Heatmap

BRK/A50.3% · $99.82K-1.6%WGO33.4% · $66.35K+71.4%ALLY13.0%New

NVR3.3% · $6.50KNew

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

Largest Trades This Quarter

New Positions2

Largest Adds1

Largest Reductions1

BERKSHIRE HATHAWAY INC DEL

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$99.82K	367	50.31%	-1.6%
2	WGOWINNEBAGO INDS INC	$66.35K	2,385,740	33.44%	+71.4%
3	ALLYALLY FINL INC	$25.74K	1,783,553	12.97%	New
4	NVRNVR INC	$6.50K	2,531	3.28%	New

Position Changes

Stock	Value	Shares
ALLYALLY FINL INC	$25.74K	1,783,553
NVRNVR INC	$6.50K	2,531

Get the weekly smart-money digest

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