Norbert Lou's Portfolio

Punch Card Management 13F holdings

What is Norbert Lou's portfolio?

Punch Card Management has disclosed a total of 6 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $309,881,316.

What stocks does Norbert Lou own?

In Norbert Lou's portfolio as of 30 Jun 2025, the top 5 holdings are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (34.10%), (SGOV) ISHARES 0-3 MONTH TREASURY B (18.39%), (CROX) CROCS INC (17.36%), (PYPL) PAYPAL HOLDINGS INC (15.60%) and (PDD) PINDUODUO INC-ADR (14.02%).

To see the historical data of Punch Card Management's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Punch Card Management's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $309M+
Period: 2025 Q2
Number of stock: 6
Update: 14 Aug 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
34.10%
145
$728,800.00
0.59% $733,080.00
$105,676,000
CROX
CROCS INC
17.36%
531,108
$101.28
17.25% $83.81
$53,790,618
buy
+17.36%
SGOV
ISHARES 0-3 MONTH TREASURY B
18.39%
566,000
$100.69
0.09% $100.60
$56,990,540
-2.60% (-15,100)
-0.49%
PYPL
PAYPAL HOLDINGS INC
15.60%
650,447
$74.32
9.11% $67.55
$48,341,221
buy
+15.60%
PDD
PINDUODUO INC-ADR
14.02%
415,004
$104.66
17.49% $122.96
$43,434,319
+35.29% (+108,253)
+3.66%
SWBI
SMITH & WESSON BRANDS INC
0.53%
189,933
$8.68
8.41% $7.95
$1,648,618
-70.73% (-459,023)
-1.29%
6 of 6

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.