Punch-Card-Management-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SWBI",
  null,
  "PDD",
  "BRK-A"
]

13F-HR • 2025-03-31

Data Enrichment

75% identified

3 identified1 unidentified

Holdings

Manager:

4 positions • $216.6M total value

Manager:

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BERKSHIRE HATHAWAY INC

Shares:145

Value:$115.8M

% of Portfolio:53.4% ($115.8M/$216.6M)

46436E718

Shares:581.1K

Value:$58.5M

% of Portfolio:27.0% ($58.5M/$216.6M)

PDD Holdings Inc.

Shares:306.8K

Value:$36.3M

% of Portfolio:16.8% ($36.3M/$216.6M)

SMITH & WESSON BRANDS, INC.

Shares:649.0K

Value:$6.0M

% of Portfolio:2.8% ($6.0M/$216.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	145	QoQ -58.45% (-204) YoY -58.45% (-204)	All Managers (Combined)	$115.8M	53.4% ($115.8M/$216.6M)	QoQ -51.28% (-$121.9M) YoY -47.71% (-$105.6M)
(cusip46436E718)✕	581.1K	QoQ 0.00% (+0) YoY +2215.13% (+556.0K)	All Managers (Combined)	$58.5M	27.0% ($58.5M/$216.6M)	QoQ +0.34% (+$203.4K) YoY +2214.21% (+$56.0M)
PDD Holdings Inc.(PDDcusip722304102)	306.8K	QoQ +135.96% (+176.8K) YoY NEW(+306.8K)	All Managers (Combined)	$36.3M	16.8% ($36.3M/$216.6M)	QoQ +187.92% (+$23.7M) YoY NEW(+$36.3M)
SMITH & WESSON BRANDS, INC.(SWBIcusip831754106)	649.0K	QoQ 0.00% (-0) YoY -22.74% (-191.1K)	All Managers (Combined)	$6.0M	2.8% ($6.0M/$216.6M)	QoQ -7.76% (-$509.4K) YoY -58.52% (-$8.5M)