Portfolio (Quarterly) Guide ↗

Punch Card Management

· CIK 0001631664

13F Portfolio $301M AUM 5 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 Q3 2025 · All 5 New 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FISV	FISERV INC	Technology	37,000	$4.8M	1.48%	SOLD

Sector Allocation

Consumer Cyclical 72.7%

Financial Services 27.3%