Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $379.60M

Positions: 3

Period: 2021-06-30

Filed: 2021-08-16

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

Punch Card Management L.P. Q2 2021 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $379.60M across 3 positions in their Q2 2021 SEC 13F filing (period ending 2021-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: ALLY$163.99M·BRK/A$146.09M·WGO$69.52M

Holdings Heatmap

ALLY43.2% · $163.99M BRK/A38.5% · $146.09M WGO18.3% · $69.52M

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	$163.99M	3,290,300	43.20%	-
2	BRK/ABERKSHIRE HATHAWAY INC DEL	$146.09M	349	38.49%	-
3	WGOWINNEBAGO INDS INC	$69.52M	1,022,953	18.31%	-

Position Changes

No positions in this category.

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