Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $322.73M

Positions: 4

Period: 2022-06-30

Filed: 2022-08-15

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

New positions

Added to

Trimmed

Exited

Punch Card Management L.P. Q2 2022 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $322.73M across 4 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$142.72M·ALLY$116.93M·WGO$56.20M·SWBI$6.88M

+1 new2 increased

Holdings Heatmap

BRK/A44.2% · $142.72M ALLY36.2% · $116.93M+6.1%WGO17.4% · $56.20M+0.2%

SWBI2.1% · $6.88MNew

Top 4 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

SWBI

SMITH & WESSON BRANDS INC

Largest Adds2

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$142.72M	349	44.22%	-
2	ALLYALLY FINL INC	$116.93M	3,489,438	36.23%	+6.1%
3	WGOWINNEBAGO INDS INC	$56.20M	1,157,274	17.41%	+0.2%
4	SWBISMITH & WESSON BRANDS INC	$6.88M	524,000	2.13%	New

Position Changes

Stock	Value	Shares
SWBISMITH & WESSON BRANDS INC	$6.88M	524,000

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