Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $308.71M

Positions: 4

Period: 2022-12-31

Filed: 2023-02-14

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

Punch Card Management L.P. Q4 2022 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $308.71M across 4 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$163.58M·ALLY$85.32M·WGO$52.52M·SWBI$7.29M

Holdings Heatmap

BRK/A53.0% · $163.58M ALLY27.6% · $85.32M WGO17.0% · $52.52M

SWBI2.4% · $7.29M

Top 4 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	$163.58M	349	52.99%	-
2	ALLYALLY FINL INC	$85.32M	3,489,438	27.64%	-
3	WGOWINNEBAGO INDS INC	$52.52M	996,573	17.01%	-
4	SWBISMITH & WESSON BRANDS INC	$7.29M	840,038	2.36%	-

Position Changes

No positions in this category.

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