Punch Card Management L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Punch Card Management L.P. disclosed 5 US equity positions worth $256.0m in its Q2 2026 13F filing. The largest position was BRK/A at 42.4% of the reported book, followed by CROX and PDD. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 2 among the top 5 holdings.
What did Punch Card Management L.P. own in Q2 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/A BERKSHIRE HATHAWAY INC DEL | 42.4% | $108.6m | 145 | 0% | held | |
| 2 | CROX CROCS INC | Consumer Cyclical | 27.2% | $69.6m | 577,170 | -3% | reduced |
| 3 | PDD PDD HOLDINGS INC | Consumer Cyclical | 12.4% | $31.7m | 415,004 | 0% | held |
| 4 | PYPL PAYPAL HLDGS INC | Financial Services | 10.6% | $27.2m | 628,907 | 0% | held |
| 5 | SGOV ISHARES TR | 7.4% | $18.9m | 188,000 | -59% | reduced |
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.