Filed: 11/14/2022ACC: 0001398344-22-022111
📋 What this filing means
PUNCH CARD MANAGEMENT L.P. filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $300.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$300.7K
Total AUM (reported)
5.33M
Total Shares
Allocation by class
COM$158.8K52.8%
CL A$141.9K47.2%
Portfolio Concentration
Top 3$292.0K97.1%
4–10$8.7K2.9%
Top 3 weight
97.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.33M
Sole
Full voting authority
5.33M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares349.00
TypeSH
Market value$141.9K
47.17%
Sole
349.00
Shared
0.00
None
0.00
ALLY FINL INC
SOLEShares3.49M
TypeSH
Market value$97.1K
32.29%
Sole
3.49M
Shared
0.00
None
0.00
WINNEBAGO INDS INC
SOLEShares996.57K
TypeSH
Market value$53.0K
17.63%
Sole
996.57K
Shared
0.00
None
0.00
SMITH & WESSON BRANDS INC
SOLEShares840.04K
TypeSH
Market value$8.7K
2.90%
Sole
840.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 349.00 | SH | $141.9K 47.17% | 349.00 | 0.00 | 0.00 |
ALLY FINL INCSOLE | COM | 3.49M | SH | $97.1K 32.29% | 3.49M | 0.00 | 0.00 |
WINNEBAGO INDS INCSOLE | COM | 996.57K | SH | $53.0K 17.63% | 996.57K | 0.00 | 0.00 |
SMITH & WESSON BRANDS INCSOLE | COM | 840.04K | SH | $8.7K 2.90% | 840.04K | 0.00 | 0.00 |