Punch Card Management L.P. Holdings - 1Q26

As of March 31, 2026, Punch Card Management L.P. reported 5 positions comprising 5 stocks worth $270.6M. The top 5 holdings represented 100.0% of the portfolio. During the quarter, the fund entered 0 new positions and exited 0. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.