Punch Card Management L.P. Q2 2025 13F Holdings & Portfolio | SmartMoneyDB

Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $309.88M

Positions: 6

Period: 2025-06-30

Filed: 2025-08-14

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

Portfolio Value

$309.88M

Positions

New

Increased

Decreased

Sold Out

Punch Card Management L.P. Q2 2025 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $309.88M across 6 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$105.68M·ISHARES TR$56.99M·CROX$53.79M·PYPL$48.34M·PDD$43.43M

+2 new1 increased2 reduced

Holdings Heatmap

BRK/A34.1% · $105.68M Infini18.4% · $56.99M-2.6%CROX17.4% · $53.79MNew PYPL15.6% · $48.34MNew PDD14.0%+35.3%

SWBI0.5% · $1.65M-70.7%

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

Largest Trades This Quarter

New Positions2

Largest Adds1

Largest Reductions2

SMITH & WESSON BRANDS INC

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$105.68M	145	34.10%	-
2	ISHARES TR	$56.99M	566,000	18.39%	-2.6%
3	CROXCROCS INC	$53.79M	531,108	17.36%	New
4	PYPLPAYPAL HLDGS INC	$48.34M	650,447	15.60%	New
5	PDDPDD HOLDINGS INC	$43.43M	415,004	14.02%	+35.3%
6	SWBISMITH & WESSON BRANDS INC	$1.65M	189,933	0.53%	-70.7%

Position Changes

Stock	Value	Shares
CROXCROCS INC	$53.79M	531,108
PYPLPAYPAL HLDGS INC	$48.34M	650,447

Follow Punch Card Management L.P.'s moves

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