Punch Card Management L.P. Q1 2026 13F Holdings & Portfolio | SmartMoneyDB

Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $270.65M

Positions: 5

Period: 2026-03-31

Filed: 2026-05-15

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

Portfolio Value

$270.65M

Positions

New

Increased

Decreased

Sold Out

Punch Card Management L.P. Q1 2026 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $270.65M across 5 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$104.13M·CROX$49.36M·SGOV$46.30M·PDD$42.41M·PYPL$28.45M

+1 new1 exits

Holdings Heatmap

BRK/A38.5% · $104.13M CROX18.2% · $49.36M SGOV17.1% · $46.30MNew PDD15.7% · $42.41M PYPL10.5%

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

Largest Trades This Quarter

New Positions1

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$104.13M	145	38.47%	-
2	CROXCROCS INC	$49.36M	594,570	18.24%	-
3	SGOVISHARES TR	$46.30M	460,000	17.11%	New
4	PDDPDD HOLDINGS INC	$42.41M	415,004	15.67%	-
5	PYPLPAYPAL HLDGS INC	$28.45M	628,907	10.51%	-

Position Changes

Stock	Value	Shares
SGOVISHARES TR	$46.30M	460,000

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