Punch Card Management L.P. Q1 2025 13F Holdings & Portfolio | SmartMoneyDB

Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $216.63M

Positions: 4

Period: 2025-03-31

Filed: 2025-05-15

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

Portfolio Value

$216.63M

Positions

New

Increased

Decreased

Sold Out

Punch Card Management L.P. Q1 2025 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $216.63M across 4 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$115.77M·ISHARES TR$58.50M·PDD$36.30M·SWBI$6.05M

Holdings Heatmap

BRK/A53.4% · $115.77M-58.5%Infini27.0% · $58.50M PDD16.8% · $36.30M+136.0%

SWBI2.8% · $6.05M

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

Largest Trades This Quarter

Largest Adds1

Largest Reductions1

BERKSHIRE HATHAWAY INC DEL

$115.77M

-58.5%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$115.77M	145	53.44%	-58.5%
2	ISHARES TR	$58.50M	581,100	27.00%	-
3	PDDPDD HOLDINGS INC	$36.30M	306,751	16.76%	+136.0%
4	SWBISMITH & WESSON BRANDS INC	$6.05M	648,956	2.79%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
PDDPDD HOLDINGS INC	$36.30M	306,751	+176.8K	+136.0%

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