13F filing recap · Q1 2026
What did Punch Card Management buy in Q1 2026?
Reported stock-position changes between this filing and the previous one.
Stock value
$270.65M
Positions
5
Estimated turnover
3.7%
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.