Norbert Lou's Portfolio

Punch Card Management 13F holdings

What is Norbert Lou's portfolio?

Punch Card Management has disclosed a total of 4 security holdings in their (2024 Q4) SEC 13F filing(s) with portfolio value of $315,103,432.

What stocks does Norbert Lou own?

In Norbert Lou's portfolio as of 31 Dec 2024, the 4 holdings are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (75.42%), (SGOV) ISHARES 0-3 MONTH TREASURY B (18.50%), (PDD) PINDUODUO INC-ADR (4.00%) and (SWBI) SMITH & WESSON BRANDS INC (2.08%).

To see the historical data of Punch Card Management's portfolio holdings please click on the "2024 Q4" dropdown menu and select the date.

To see Punch Card Management's original 13F reports (2024 Q4), please click on the "important" button.

Portfolio value: $315M+
Period: 2024 Q4
Number of stock: 4
Update: 14 Feb 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BRK.A
BERKSHIRE HATHAWAY INC CL-A
75.42%
349
$680,920.00
9.21% $743,631.75
$237,641,080
SGOV
ISHARES 0-3 MONTH TREASURY B
18.50%
581,100
$100.32
0.04% $100.36
$58,295,952
PDD
PINDUODUO INC-ADR
4.00%
130,000
$96.99
16.92% $113.40
$12,608,700
buy
+4.00%
SWBI
SMITH & WESSON BRANDS INC
2.08%
648,956
$10.11
6.38% $10.75
$6,557,700
-22.75% (-191,082)
-0.61%
4 of 4

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
WGO
WINNEBAGO INDUSTRIES
411,480
-7.59%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.