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CROX position history

The shares of Crocs (CROX) that Punch Card Management LP reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 531,108 shares, $54M, 17.4% of portfolio, New
  2. 2025 Q3: 632,250 shares, $53M, 16.4% of portfolio, Add +19.0%
  3. 2025 Q4: 594,570 shares, $51M, 16.9% of portfolio, Reduce −6.0%
  4. 2026 Q1: 594,570 shares, $49M, 18.2% of portfolio
  5. 2026 Q2: 577,170 shares, $70M, 27.2% of portfolio, Reduce −2.9%
Holdings date Value % of holdings Shares Filing date All 13F holders