Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $361.83M

Positions: 3

Period: 2021-03-31

Filed: 2021-05-17

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

Punch Card Management L.P. Q1 2021 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $361.83M across 3 positions in their Q1 2021 SEC 13F filing (period ending 2021-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: ALLY$148.75M·BRK/A$134.61M·WGO$78.47M

Holdings Heatmap

ALLY41.1% · $148.75M BRK/A37.2% · $134.61M WGO21.7% · $78.47M

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	ALLYALLY FINL INC	$148.75M	3,290,300	41.11%	-
2	BRK/ABERKSHIRE HATHAWAY INC DEL	$134.61M	349	37.20%	-
3	WGOWINNEBAGO INDS INC	$78.47M	1,022,953	21.69%	-

Position Changes

No positions in this category.

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