Investor
Punch Card Management L.P.
CIK 0001631664 · filed 2026-05-15 · SEC filing
13F book
$270.6M
Positions
5
Largest name
38.5%
Berkshire Hathaway Inc Del
Est. mark
−$19.6M
Price effect on 5 names still held. Flow −$10.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 145 | $104.1M | 38.5% | −$5.32M | Held |
| Crocs, Inc. | CROX | 594.6K | $49.4M | 18.2% | −$1.49M | Held |
| Ishares 0-3 Month | — | 460K | $46.3M | 17.1% | $128.8K | Cut−$10.5M |
| PDD Holdings Inc. | PDD | 415K | $42.4M | 15.7% | −$4.65M | Held |
| Paypal Hldgs Inc | — | 628.9K | $28.4M | 10.5% | −$8.27M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.