Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $390.08M

Positions: 3

Period: 2022-03-31

Filed: 2022-05-16

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

New positions

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Exited

Punch Card Management L.P. Q1 2022 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $390.08M across 3 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$184.59M·ALLY$143.06M·WGO$62.42M

Holdings Heatmap

BRK/A47.3% · $184.59M ALLY36.7% · $143.06M WGO16.0% · $62.42M+12.9%

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

Largest Trades This Quarter

Largest Adds1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$184.59M	349	47.32%	-
2	ALLYALLY FINL INC	$143.06M	3,290,300	36.68%	-
3	WGOWINNEBAGO INDS INC	$62.42M	1,155,374	16.00%	+12.9%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
WGOWINNEBAGO INDS INC	$62.42M	1,155,374	+132.4K	+12.9%

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