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Punch Card Management L.P.

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13F filer, CIK 1631664, WINTER PARK, FL

Punch Card Management L.P. reported $255,951,708 across 5 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-014658

Period
2026-06-30
Reported value
$256M
Holdings
5
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SGOVreduced-272,000-$27.4M
CROXreduced-17,400-$2.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001398344-26-014658, largest first. % of portfolio is the value over $255,951,708, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349 shares; 2024Q4: 349 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145$109M42.42%0Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 531,108 shares; 2025Q3: 632,250 shares; 2025Q4: 594,570 shares; 2026Q1: 594,570 shares; 2026Q2: 577,170 shares 577,170$69.6M27.2%-17,400Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 130,000 shares; 2025Q1: 306,751 shares; 2025Q2: 415,004 shares; 2025Q3: 415,004 shares; 2025Q4: 415,004 shares; 2026Q1: 415,004 shares; 2026Q2: 415,004 shares 415,004$31.7M12.37%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650,447 shares; 2025Q3: 650,447 shares; 2025Q4: 628,907 shares; 2026Q1: 628,907 shares; 2026Q2: 628,907 shares 628,907$27.2M10.61%0Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581,100 shares; 2024Q4: 581,100 shares; 2025Q1: 581,100 shares; 2025Q2: 566,000 shares; 2025Q3: 566,000 shares; 2025Q4: 566,000 shares; 2026Q1: 460,000 shares; 2026Q2: 188,000 shares 188,000$18.9M7.39%-272,000Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-26-014658 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001398344-26-014658 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001398344-26-009301 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001398344-26-003291 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001398344-25-020995 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001398344-25-015669 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001398344-25-009646 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001398344-25-002912 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001398344-24-020870 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001398344-24-014692 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001398344-24-009709 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001398344-24-003178 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001398344-23-020705 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001398344-23-014860 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001398344-23-009836 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001398344-23-003385 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001398344-22-022111 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001398344-22-015665 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001398344-22-009745 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001398344-22-003287 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001398344-21-021565 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001398344-21-016331 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001398344-21-010973 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001398344-21-003564 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001398344-20-022727 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001398344-20-015883 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0001398344-20-010559 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0001398344-20-003588 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0001398344-19-020350 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0001398344-19-014421 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0001398344-19-008980 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0001398344-19-002958 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0001398344-18-016592 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001398344-18-011880 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001398344-18-007608 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001398344-18-002370 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0001398344-17-014701 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0001398344-17-010316 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0001398344-17-006445 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0001398344-17-002081 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0001398344-16-020752 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0001398344-16-016778 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0001398344-16-013462 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0001398344-16-010081 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set
13F-HR 0001398344-15-007697 Quarter ended 2015-09-302015-11-16acceptance time not in the bulk data set
13F-HR 0001398344-15-005366 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0001398344-15-003334 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0001398344-15-001079 Quarter ended 2014-12-312015-02-17acceptance time not in the bulk data set