Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $399.97M

Positions: 5

Period: 2024-03-31

Filed: 2024-05-15

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. Q1 2024 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $399.97M across 6 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 100.6% of the portfolio.

Top holdings: BRK/A$221.42M·ALLY$87.70M·WGO$73.75M·SWBI$14.58M·ISHARES TR$2.53M

Holdings Heatmap

BRK/A55.4% · $221.42M ALLY21.9% · $87.70M-28.2%WGO18.4% · $73.75M

SWBI3.6% · $14.58M Infini0.6%INFINI0.6%

Top 6 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Reductions1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$221.42M	349	55.36%	-
2	ALLYALLY FINL INC	$87.70M	2,160,534	21.93%	-28.2%
3	WGOWINNEBAGO INDS INC	$73.75M	996,573	18.44%	-
4	SWBISMITH & WESSON BRANDS INC	$14.58M	840,038	3.65%	-
5	ISHARES TR	$2.53M	25,100	0.63%	-
6	ISHARES TR	$2.53M	25,100	0.63%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
ALLYALLY FINL INC	$87.70M	2,160,534	-849.2K	-28.2%

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