Punch Card Management - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: December 2014 to June 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.31B
+9,999%+
Winning Positions
+60.00%
9 wins / 15 positions
Average Gain (Winners)
$33.79M
+9,999%+ avg per position
Active Positions
6
2 losing positions
Portfolio Value Over Time
Total Positions Tracked
15
All holdings over time
Win/Loss Ratio
4.50
9 gains / 2 losses
Active vs. Exited
6 / 9
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc. | Financial Services | Dec 2014 | ACTIVE | $84.30K | $105.68M | $105.59M | +9,999%+ |
| ALLY | Ally Financial Inc. | Financial Services | Mar 2020 | EXITED | $25.74K | $87.70M | $87.67M | +9,999%+ |
| SGOV | iShares 0-3 Month Treasury Bond | N/A | Sep 2023 | ACTIVE | $2.53M | $56.99M | $54.46M | +2155.43% |
| PDD | PDD Holdings Inc. | Consumer Cyclical | Dec 2024 | ACTIVE | $12.61M | $43.43M | $30.83M | +244.48% |
| WGO | Winnebago Industries, Inc. | Consumer Cyclical | Mar 2019 | EXITED | $33.27K | $23.91M | $23.88M | +9,999%+ |
| SWBI | Smith & Wesson Brands, Inc. | Industrials | Jun 2022 | ACTIVE | $6.88K | $1.65M | $1.64M | +9,999%+ |
| WFC | Wells Fargo & Company | Financial Services | Jun 2018 | EXITED | $2.00 | $4.46K | $4.46K | +9,999%+ |
| CVNA | Carvana Co. | Consumer Cyclical | Mar 2018 | EXITED | $1.72K | $3.13K | $1.40K | +81.48% |
| TROW | T. Rowe Price Group, Inc. | Financial Services | Sep 2015 | EXITED | $16.18K | $16.64K | $463.00 | +2.86% |
| PYPL | PayPal Holdings, Inc. | Financial Services | Jun 2025 | ACTIVE | $48.34M | $48.34M | $0.00 | 0.00% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.