Punch Card Capital, L.P. Q1 2020

Punch Card Capital, L.P. holdings Q1 2020
Name ValueChangeSharesChangeWeightingChange
BERKSHIRE HATHAWAY INC DELcl a$99,824
-21.19%
367
-1.61%
50.31%
-4.52%
WINNEBAGO INDS INC$66,347
-10.01%
2,385,740
71.44%
33.44%
9.03%
ALLY FINL INCNew $25,7371,783,55312.97%
NVR INCNew $6,5022,5313.28%
BAIDU INCspon adr rep aSold $0-316,295-16.63%
Portfolio Information
QuarterQ1 2020
Total value$198,410,000
Holdings4
Managers
Norbert Lou
Quarters
2020-03-31
$198,410
2019-12-31
$240,371
2019-09-30
$202,181
2019-06-30
$209,648
2019-03-31
$211,917
2018-12-31
$160,830
2018-09-30
$162,581
2018-06-30
$154,682
2018-03-31
$155,579
2017-12-31
$176,788
2017-09-30
$164,667
2017-06-30
$157,438
2017-03-31
$209,217
2016-12-31
$214,210
2016-09-30
$199,609
2016-06-30
$191,012
2016-03-31
$206,713
2015-12-31
$189,131
2015-09-30
$166,823
2015-06-30
$115,913
2015-03-31
$121,677
2014-12-31
$128,474
2014-09-30
$106,583
2014-06-30
$102,329
2014-03-31
$95,050
2013-12-31
$119,373
SEC Filings