Skip to content
Disclosery

Punch Card Management L.P.

Follow

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