Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $300.04M

Positions: 3

Period: 2020-12-31

Filed: 2021-02-16

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

Punch Card Management L.P. Q4 2020 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $300.04M across 3 positions in their Q4 2020 SEC 13F filing (period ending 2020-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$121.39M·ALLY$117.33M·WGO$61.32M

Holdings Heatmap

BRK/A40.5% · $121.39M ALLY39.1% · $117.33M WGO20.4% · $61.32M

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	$121.39M	349	40.46%	-
2	ALLYALLY FINL INC	$117.33M	3,290,300	39.11%	-
3	WGOWINNEBAGO INDS INC	$61.32M	1,022,953	20.44%	-

Position Changes

No positions in this category.

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