Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $390.57M

Positions: 3

Period: 2021-12-31

Filed: 2022-02-14

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

Punch Card Management L.P. Q4 2021 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $390.57M across 3 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$157.28M·ALLY$156.65M·WGO$76.64M

Holdings Heatmap

BRK/A40.3% · $157.28M ALLY40.1% · $156.65M WGO19.6% · $76.64M

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	$157.28M	349	40.27%	-
2	ALLYALLY FINL INC	$156.65M	3,290,300	40.11%	-
3	WGOWINNEBAGO INDS INC	$76.64M	1,022,953	19.62%	-

Position Changes

No positions in this category.

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