Filed: 5/15/2025ACC: 0001398344-25-009646
📋 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 $216.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$216.63M
Total AUM (reported)
1.54M
Total Shares
Allocation by class
CL A$115.77M53.4%
0-3 MNTH TREASRY$58.50M27.0%
SPONSORED ADS$36.30M16.8%
COM$6.05M2.8%
Portfolio Concentration
Top 3$210.58M97.2%
4–10$6.05M2.8%
Top 3 weight
97.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.54M
Sole
Full voting authority
1.54M
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
SOLEShares145.00
TypeSH
Market value$115.77M
53.44%
Sole
145.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares581.10K
TypeSH
Market value$58.50M
27.00%
Sole
581.10K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares306.75K
TypeSH
Market value$36.30M
16.76%
Sole
306.75K
Shared
0.00
None
0.00
SMITH & WESSON BRANDS INC
SOLEShares648.96K
TypeSH
Market value$6.05M
2.79%
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 | 145.00 | SH | $115.77M 53.44% | 145.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 581.10K | SH | $58.50M 27.00% | 581.10K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 306.75K | SH | $36.30M 16.76% | 306.75K | 0.00 | 0.00 |
SMITH & WESSON BRANDS INCSOLE | COM | 648.96K | SH | $6.05M 2.79% | 648.96K | 0.00 | 0.00 |