Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $226.68M

Positions: 3

Period: 2020-06-30

Filed: 2020-08-14

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 2020 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $226.68M across 3 positions in their Q2 2020 SEC 13F filing (period ending 2020-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$93.29M·WGO$68.15M·ALLY$65.25M

1 increased2 reduced1 exits

Holdings Heatmap

BRK/A41.2% · $93.29M-4.9%WGO30.1% · $68.15M-57.1%ALLY28.8% · $65.25M+84.5%

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

Largest Trades This Quarter

Largest Adds1

Largest Reductions2

BERKSHIRE HATHAWAY INC DEL

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$93.29M	349	41.15%	-4.9%
2	WGOWINNEBAGO INDS INC	$68.15M	1,022,953	30.06%	-57.1%
3	ALLYALLY FINL INC	$65.25M	3,290,300	28.78%	+84.5%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
ALLYALLY FINL INC	$65.25M	3,290,300	+1.51M	+84.5%

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