Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $319.28M

Positions: 4

Period: 2023-03-31

Filed: 2023-05-15

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

Punch Card Management L.P. Q1 2023 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $319.28M across 4 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$162.49M·ALLY$88.95M·WGO$57.50M·SWBI$10.34M

Holdings Heatmap

BRK/A50.9% · $162.49M ALLY27.9% · $88.95M WGO18.0% · $57.50M

SWBI3.2% · $10.34M

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	$162.49M	349	50.89%	-
2	ALLYALLY FINL INC	$88.95M	3,489,438	27.86%	-
3	WGOWINNEBAGO INDS INC	$57.50M	996,573	18.01%	-
4	SWBISMITH & WESSON BRANDS INC	$10.34M	840,038	3.24%	-

Position Changes

No positions in this category.

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