Punch Card Management historical reports.

Top positions activity

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 +199.1K ↑6.05%
WGO
Winnebago Industries, Inc. 56.2M 17.41% 1.2M +1.9K ↑0.16%
SWBI
Smith & Wesson Brands Inc 6.9M 2.13% 524.0K +524.0K Newly Added

Quarterly report: Q1 2022

Total value: $390.1M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 184.6M 47.32% 349 =
ALLY
Ally Financial Inc 143.1M 36.67% 3.3M =
WGO
Winnebago Industries, Inc. 62.4M 16% 1.2M +132.4K ↑12.94%

Quarterly report: Q4 2021

Total value: $390.6M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 157.3M 40.26% 349 =
ALLY
Ally Financial Inc 156.7M 40.1% 3.3M =
WGO
Winnebago Industries, Inc. 76.6M 19.62% 1.0M =

Quarterly report: Q3 2021

Total value: $385.7M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
ALLY
Ally Financial Inc 168.0M 43.55% 3.3M =
BRK.A
Berkshire Hathaway Inc. - Class A 143.6M 37.22% 349 =
WGO
Winnebago Industries, Inc. 74.1M 19.21% 1.0M =

Quarterly report: Q2 2021

Total value: $379.6M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
ALLY
Ally Financial Inc 164.0M 43.2% 3.3M =
BRK.A
Berkshire Hathaway Inc. - Class A 146.1M 38.48% 349 =
WGO
Winnebago Industries, Inc. 69.5M 18.31% 1.0M =

Quarterly report: Q1 2021

Total value: $361.8M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
ALLY
Ally Financial Inc 148.8M 41.11% 3.3M =
BRK.A
Berkshire Hathaway Inc. - Class A 134.6M 37.2% 349 =
WGO
Winnebago Industries, Inc. 78.5M 21.68% 1.0M =