Punch Card Management L.P. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Punch Card Management L.P. disclosed 4 US equity positions worth $334.6m in its Q3 2024 13F filing. The largest position was BRK/A at 72.1% of the reported book, followed by SGOV and WGO.
What did Punch Card Management L.P. own in Q3 2024? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BRK/A BERKSHIRE HATHAWAY INC DEL | 72.1% | $241.2m | 349 | – | ||
| 2 | SGOV ISHARES TR | 17.5% | $58.5m | 581,100 | – | ||
| 3 | WGO WINNEBAGO INDS INC | Consumer Cyclical | 7.1% | $23.9m | 411,480 | – | |
| 4 | SWBI SMITH & WESSON BRANDS INC | Industrials | 3.3% | $10.9m | 840,038 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.