Filed: 2/14/2025ACC: 0001398344-25-002912
📋 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 $315.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$315.10M
Total AUM (reported)
1.36M
Total Shares
Allocation by class
CL A$237.64M75.4%
0-3 MNTH TREASRY$58.30M18.5%
SPONSORED ADS$12.61M4.0%
COM$6.56M2.1%
Portfolio Concentration
Top 3$308.55M97.9%
4–10$6.56M2.1%
Top 3 weight
97.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.36M
Sole
Full voting authority
1.36M
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$237.64M
75.42%
Sole
349.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares581.10K
TypeSH
Market value$58.30M
18.50%
Sole
581.10K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares130K
TypeSH
Market value$12.61M
4.00%
Sole
130K
Shared
0.00
None
0.00
SMITH & WESSON BRANDS INC
SOLEShares648.96K
TypeSH
Market value$6.56M
2.08%
Sole
648.96K
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 | $237.64M 75.42% | 349.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 581.10K | SH | $58.30M 18.50% | 581.10K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 130K | SH | $12.61M 4.00% | 130K | 0.00 | 0.00 |
SMITH & WESSON BRANDS INCSOLE | COM | 648.96K | SH | $6.56M 2.08% | 648.96K | 0.00 | 0.00 |