Punch Card Management L.P. Long-Term Concentrated

Location: Winter Park, FL

CIK: 0001631664 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $271M (100.0% shares, 0.0% debt)

Holdings (5)

BRK/A BERKSHIRE HATHAWAY INC DEL 38.5%

Value $104M Shares 145 Est. Cost $216493.73 Unrealized +242.0%

CROX CROCS INC 18.2%

Value $49.36M Shares 594,570 Est. Cost $100.24 Unrealized -12.0%

SGOV ISHARES TR 17.1%

Value $46.3M Shares 460,000 Est. Cost $100.71 Unrealized —

PDD PDD HOLDINGS INC 15.7%

Value $42.41M Shares 415,004 Est. Cost $108.09 Unrealized —

PYPL PAYPAL HLDGS INC 10.5%

Value $28.45M Shares 628,907 Est. Cost $68.32 Unrealized -26.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC DEL	145	$104M	38.5%	$216493.73	+242.0%	CL A	084670108
CROX	CROCS INC	594,570	$49.36M	18.2%	$100.24	-12.0%	COM	227046109
SGOV	ISHARES TR	460,000	$46.3M	17.1%	$100.71	—	0-3 MNTH TREASRY	46436E718
PDD	PDD HOLDINGS INC	415,004	$42.41M	15.7%	$108.09	—	SPONSORED ADS	722304102
PYPL	PAYPAL HLDGS INC	628,907	$28.45M	10.5%	$68.32	-26.7%	COM	70450Y103