Punch Card Management historical reports.
Top positions activity
Quarterly report: Q1 2025
Total value: $216.6M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 115.8M 53.44% | 145 | -204 ↓58.45% | |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | 58.5M 27% | 581.1K | = | |
|
PDD
|
Pinduoduo Inc - ADR | 36.3M 16.75% | 306.8K | +176.8K ↑135.96% | |
|
SWBI
|
Smith & Wesson Brands Inc | 6.0M 2.79% | 649.0K | = |
Quarterly report: Q4 2024
Total value: $315.1M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 237.6M 75.41% | 349 | = | |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | 58.3M 18.5% | 581.1K | = | |
|
PDD
|
Pinduoduo Inc - ADR | 12.6M 4% | 130.0K | +130.0K Newly Added | |
|
SWBI
|
Smith & Wesson Brands Inc | 6.6M 2.08% | 649.0K | -191.1K ↓22.75% |
Quarterly report: Q3 2024
Total value: $334.6M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 241.2M 72.1% | 349 | = | |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | 58.5M 17.49% | 581.1K | = | |
|
WGO
|
Winnebago Industries, Inc. | 23.9M 7.14% | 411.5K | -585.1K ↓58.71% | |
|
SWBI
|
Smith & Wesson Brands Inc | 10.9M 3.25% | 840.0K | = |
Quarterly report: Q2 2024
Total value: $338.3M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 213.7M 63.16% | 349 | = | |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | 58.5M 17.3% | 581.1K | +556.0K ↑2215.14% | |
|
WGO
|
Winnebago Industries, Inc. | 54.0M 15.96% | 996.6K | = | |
|
SWBI
|
Smith & Wesson Brands Inc | 12.0M 3.56% | 840.0K | = |
Quarterly report: Q1 2024
Total value: $400.0M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 221.4M 55.35% | 349 | = | |
|
ALLY
|
Ally Financial Inc | 87.7M 21.92% | 2.2M | -849.2K ↓28.22% | |
|
WGO
|
Winnebago Industries, Inc. | 73.7M 18.43% | 996.6K | = | |
|
SWBI
|
Smith & Wesson Brands Inc | 14.6M 3.64% | 840.0K | = | |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | 2.5M 0.63% | 25.1K | = |
Quarterly report: Q4 2023
Total value: $381.0M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 189.4M 49.7% | 349 | = | |
|
ALLY
|
Ally Financial Inc | 105.1M 27.58% | 3.0M | -288.2K ↓8.74% | |
|
WGO
|
Winnebago Industries, Inc. | 72.6M 19.06% | 996.6K | = | |
|
SWBI
|
Smith & Wesson Brands Inc | 11.4M 2.98% | 840.0K | = | |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | 2.5M 0.66% | 25.1K | = |
Quarterly report: Q3 2023
Total value: $346.1M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 185.5M 53.59% | 349 | = | |
|
ALLY
|
Ally Financial Inc | 88.0M 25.42% | 3.3M | = | |
|
WGO
|
Winnebago Industries, Inc. | 59.2M 17.11% | 996.6K | = | |
|
SWBI
|
Smith & Wesson Brands Inc | 10.8M 3.13% | 840.0K | = | |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | 2.5M 0.73% | 25.1K | +25.1K Newly Added |
Quarterly report: Q2 2023
Total value: $347.2M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 180.7M 52.04% | 349 | = | |
|
ALLY
|
Ally Financial Inc | 89.1M 25.65% | 3.3M | -191.5K ↓5.49% | |
|
WGO
|
Winnebago Industries, Inc. | 66.5M 19.14% | 996.6K | = | |
|
SWBI
|
Smith & Wesson Brands Inc | 11.0M 3.15% | 840.0K | = |
Quarterly report: Q1 2023
Total value: $319.3M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 162.5M 50.89% | 349 | = | |
|
ALLY
|
Ally Financial Inc | 88.9M 27.85% | 3.5M | = | |
|
WGO
|
Winnebago Industries, Inc. | 57.5M 18% | 996.6K | = | |
|
SWBI
|
Smith & Wesson Brands Inc | 10.3M 3.23% | 840.0K | = |
Quarterly report: Q4 2022
Total value: $308.7M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 163.6M 52.98% | 349 | = | |
|
ALLY
|
Ally Financial Inc | 85.3M 27.63% | 3.5M | = | |
|
WGO
|
Winnebago Industries, Inc. | 52.5M 17.01% | 996.6K | = | |
|
SWBI
|
Smith & Wesson Brands Inc | 7.3M 2.36% | 840.0K | = |
Quarterly report: Q3 2022
Total value: $300.7M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 141.9M 47.17% | 349 | = | |
|
ALLY
|
Ally Financial Inc | 97.1M 32.29% | 3.5M | = | |
|
WGO
|
Winnebago Industries, Inc. | 53.0M 17.63% | 996.6K | -160.7K ↓13.89% | |
|
SWBI
|
Smith & Wesson Brands Inc | 8.7M 2.89% | 840.0K | +316.0K ↑60.31% |
Quarterly report: Q2 2022
Total value: $322.7M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 142.7M 44.22% | 349 | = | |
|
ALLY
|
Ally Financial Inc | 116.9M 36.23% | 3.5M | = | |
|
WGO
|
Winnebago Industries, Inc. | 56.2M 17.41% | 1.2M | = | |
|
SWBI
|
Smith & Wesson Brands Inc | 6.9M 2.13% | 524.0K | = |