Punch Card Capital holdings history

15 is the total number of securities Punch Card Capital has owned. The longest Punch Card Capital has owned a single stock is 36 quarters.

Punch Card Capital historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BRKA BERKSHIRE HATHAWAY INC...363637.20%51.59%73.42%Q4 2014Q3 202336
WGO WINNEBAGO INDS INC191915.70%21.31%33.44%Q1 2019Q3 202319
BIDU BAIDU INC181816.08%30.09%50.44%Q3 2015Q4 201918
WFCWS WELLS FARGO CO NEW16163.29%13.67%28.32%Q4 2014Q3 201816
ALLY ALLY FINL INC151512.97%32.93%43.56%Q1 2020Q3 202315
SWBI SMITH & WESSON BRANDS INC662.13%2.82%3.24%Q2 2022Q3 20236
CTCM CTC MEDIA INC440.82%6.21%10.12%Q4 2014Q3 20154
WFC WELLS FARGO CO NEW330.00%0.92%2.77%Q2 2018Q4 20183
CRCM CARE COM INC330.48%0.90%1.22%Q2 2015Q4 20153
BRKB BERKSHIRE HATHAWAY INC...330.04%0.05%0.06%Q1 2015Q3 20153
TROW PRICE T ROWE GROUP INC228.80%9.25%9.70%Q3 2015Q4 20152
CVNA CARVANA CO221.11%1.56%2.02%Q1 2018Q2 20182
PCG PG&E CORP1110.57%10.57%10.57%Q1 2019Q1 20191
NVR NVR INC113.28%3.28%3.28%Q1 2020Q1 20201
SGOV ISHARES TR110.73%0.73%0.73%Q3 2023Q3 20231

The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL, WINNEBAGO INDS INC, and BAIDU INC, are the highest-conviction holdings of Punch Card Capital.

The conviction is calculated by counting the number of quarters a security has been reported by Punch Card Capital. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Punch Card Capital owns currently or has owned in the past.