Punch Card Capital Q2 2022 holdings

$323 Million is the total value of Punch Card Capital's 4 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 33.3% .

 Value Shares↓ Weighting
BRKA  BERKSHIRE HATHAWAY INC DELcl a$142,724
-22.7%
3490.0%44.22%
-6.5%
ALLY BuyALLY FINL INC$116,931
-18.3%
3,489,438
+6.1%
36.23%
-1.2%
WGO BuyWINNEBAGO INDS INC$56,197
-10.0%
1,157,274
+0.2%
17.41%
+8.8%
SWBI NewSMITH & WESSON BRANDS INC$6,880524,000
+100.0%
2.13%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Norbert Lou — Managing Member of the General Partner

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EDGAR filings