Punch Card Management L.P. Q2 2024 13F Holdings & Portfolio | SmartMoneyDB

Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $338.26M

Positions: 4

Period: 2024-06-30

Filed: 2024-08-14

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

Portfolio Value

$338.26M

Positions

New

Increased

Decreased

Sold Out

Punch Card Management L.P. Q2 2024 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $338.26M across 4 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$213.67M·ISHARES TR$58.52M·WGO$54.01M·SWBI$12.05M

1 increased1 exits

Holdings Heatmap

BRK/A63.2% · $213.67M Infini17.3% · $58.52M+2215.1%WGO16.0% · $54.01M

SWBI3.6% · $12.05M

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

Largest Trades This Quarter

Largest Adds1

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$213.67M	349	63.17%	-
2	ISHARES TR	$58.52M	581,100	17.30%	+2215.1%
3	WGOWINNEBAGO INDS INC	$54.01M	996,573	15.97%	-
4	SWBISMITH & WESSON BRANDS INC	$12.05M	840,038	3.56%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
ISHARES TR	$58.52M	581,100	+556.0K	+2215.1%

Follow Punch Card Management L.P.'s moves

Get alerts when Punch Card Management L.P. files new 13F holdings.