Punch Card Management L P's Q4 2022 13F: no position changes
Form 13F-HR for the quarter ended Dec 31, 2022 · filed Feb 14, 2023 · 4 reported positions · accession 0001398344-23-003385
What changed this quarter
No equity positions were opened, closed, increased or reduced in this filing.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 100.0% of the equity book
No changes in the top 10 this quarter
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL (BRK-A) | 47.2% | 53.0% | |
| 2 | ALLY FINL INC (ALLY) | 32.3% | 27.6% | |
| 3 | WINNEBAGO INDS INC (WGO) | 17.6% | 17.0% | |
| 4 | SMITH & WESSON BRANDS INC (SWBI) | 2.9% | 2.4% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).