Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $315.10M

Positions: 4

Period: 2024-12-31

Filed: 2025-02-14

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. Q4 2024 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $315.10M across 5 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). The top 10 positions account for 118.5% of the portfolio.

Top holdings: BRK/A$237.64M·ISHARES TR$58.30M·ISHARES TR$58.30M·PDD$12.61M·SWBI$6.56M

+1 new1 reduced1 exits

Holdings Heatmap

BRK/A75.4% · $237.64M Infini18.5% · $58.30M INFINI18.5% · $58.30M PDD4.0%New

SWBI2.1% · $6.56M-22.7%

Top 5 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Reductions1

SMITH & WESSON BRANDS INC

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$237.64M	349	75.42%	-
2	ISHARES TR	$58.30M	581,100	18.50%	-
3	ISHARES TR	$58.30M	581,100	18.50%	-
4	PDDPDD HOLDINGS INC	$12.61M	130,000	4.00%	New
5	SWBISMITH & WESSON BRANDS INC	$6.56M	648,956	2.08%	-22.7%

Position Changes

Stock	Value	Shares
PDDPDD HOLDINGS INC	$12.61M	130,000

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