Punch Card Management L.P. Long-Term Concentrated

Location: Winter Park, FL

CIK: 0001631664 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value: $310M (100.0% shares, 0.0% debt)

Holdings (6)

BRK/A BERKSHIRE HATHAWAY INC DEL 34.1%

Value $106M Shares 145 Est. Cost $216493.73 Unrealized +251.9%

SGOV ISHARES TR 18.4%

Value $56.99M Shares 566,000 Est. Cost $100.71 Unrealized —

CROX CROCS INC 17.4%

Value $53.79M Shares 531,108 Est. Cost $101.95 Unrealized 0.0%

PYPL PAYPAL HLDGS INC 15.6%

Value $48.34M Shares 650,447 Est. Cost $68.32 Unrealized 0.0%

PDD PDD HOLDINGS INC 14.0%

Value $43.43M Shares 415,004 Est. Cost $108.09 Unrealized —

SWBI SMITH & WESSON BRANDS INC 0.5%

Value $1.649M Shares 189,933 Est. Cost $14.01 Unrealized -32.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC DEL	145	$106M	34.1%	$216493.73	+251.9%	CL A	084670108
SGOV	ISHARES TR	566,000	$56.99M	18.4%	$100.71	—	0-3 MNTH TREASRY	46436E718
CROX	CROCS INC	531,108	$53.79M	17.4%	$101.95	0.0%	COM	227046109
PYPL	PAYPAL HLDGS INC	650,447	$48.34M	15.6%	$68.32	0.0%	COM	70450Y103
PDD	PDD HOLDINGS INC	415,004	$43.43M	14.0%	$108.09	—	SPONSORED ADS	722304102
SWBI	SMITH & WESSON BRANDS INC	189,933	$1.649M	0.5%	$14.01	-32.4%	COM	831754106