Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $334.57M

Positions: 4

Period: 2024-09-30

Filed: 2024-11-14

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

New positions

Added to

Trimmed

Exited

Punch Card Management L.P. Q3 2024 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $334.57M across 5 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). The top 10 positions account for 117.5% of the portfolio.

Top holdings: BRK/A$241.22M·ISHARES TR$58.53M·ISHARES TR$58.53M·WGO$23.91M·SWBI$10.90M

Holdings Heatmap

BRK/A72.1% · $241.22M Infini17.5% · $58.53M INFINI17.5% · $58.53M WGO7.1%-58.7%

SWBI3.3% · $10.90M

Top 5 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	$241.22M	349	72.10%	-
2	ISHARES TR	$58.53M	581,100	17.49%	-
3	ISHARES TR	$58.53M	581,100	17.49%	-
4	WGOWINNEBAGO INDS INC	$23.91M	411,480	7.15%	-58.7%
5	SWBISMITH & WESSON BRANDS INC	$10.90M	840,038	3.26%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
WGOWINNEBAGO INDS INC	$23.91M	411,480	-585.1K	-58.7%

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