13F filing recap · Q4 2024
What did Punch Card Management buy in Q4 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$315.10M
Positions
4
Estimated turnover
11.8%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Punch Card Management opened a new position in Pdd Holdings Inc. and exited Winnebago Industries, Inc. It also trimmed its stake in Smith & Wesson Brands, Inc.