Punch Card Management L.P.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Punch Card Management L.P. reported 4 stock positions worth $334.6 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 72.1% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 17.5%) and Winnebago Industries (WGO, 7.1%). Compared with Q2 2024, it reduced 1. The biggest sale was Winnebago Industries (WGO, shares −59%).

Most Recent 13F
Q2 2026
Location
WINTER PARK, FL
CIK
0001631664
Portfolio Value
$334.6M (Q3 2024)
SEC Filing
0001398344-24-020870 ↗ filed Nov 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $400.0M Q1 2024 Q2 2024: $338.3M Q2 2024 Q3 2024: $334.6M $334.6M Q3 2024 Q4 2024: $315.1M Q4 2024 Q1 2025: $216.6M Q1 2025 Q2 2025: $309.9M Q2 2025 Q3 2025: $322.4M Q3 2025 Q4 2025: $300.9M Q4 2025 Q1 2026: $270.6M Q1 2026 Q2 2026: $256.0M Q2 2026

Holdings 4 stocks · $334.6M
BRK.A Berkshire Hathaway Inc. Class A 72.10% 349 $241.2M No change
SGOV iShares 0-3 Month Treasury B 17.49% 581,100 $58.5M No change
WGO Winnebago Industries 7.15% 411,480 $23.9M Reduce -58.7%
SWBI Smith & Wesson Brands Inc. 3.26% 840,038 $10.9M No change

Portfolio Sells Q2 2024 → Q3 2024
WGO Winnebago Industries Reduce -58.7% 7.15% −8.82

Portfolio Buys Q2 2024 → Q3 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$256.0MBRK.A, CROX, PDD, PYPL, SGOV
Q1 2026 5$270.6MBRK.A, CROX, SGOV, PDD, PYPL
Q4 2025 5$300.9MBRK.A, SGOV, CROX, PDD, PYPL
Q3 2025 6$322.4MBRK.A, SGOV, PDD, CROX, PYPL
Q2 2025 6$309.9MBRK.A, SGOV, CROX, PYPL, PDD
Q1 2025 4$216.6MBRK.A, SGOV, PDD, SWBI
Q4 2024 4$315.1MBRK.A, SGOV, PDD, SWBI
Q3 2024 4$334.6MBRK.A, SGOV, WGO, SWBI
Q2 2024 4$338.3MBRK.A, SGOV, WGO, SWBI
Q1 2024 5$400.0MBRK.A, ALLY, WGO, SWBI, SGOV