Norbert Lou Holdings Activity

Punch Card Management Portfolio 13F

Punch Card Management has not disclosed any changes to the portfolio in the latest (2023 Q1) SEC report(s).

What stocks is Norbert Lou buying now?

In the recent quarter Norbert Lou has not purchased any securities.

What does Norbert Lou invest in?

Norbert Lou's holdings are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (50.89%), (ALLY) ALLY FINANCIAL INC (27.86%), (WGO) WINNEBAGO INDUSTRIES (18.01%) and (SWBI) SMITH & WESSON BRANDS INC (3.24%).

In the latest report(s) no changes have been made to any of these investments.

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2022 Q3 (2 results)
SWBI
SMITH & WESSON BRANDS INC
+60.31%
+316,038
+1.09%
$10.37
11.96% $11.61
2.90%
WGO
WINNEBAGO INDUSTRIES
-13.89%
-160,701
-2.84%
$53.21
6.86% $56.86
17.63%
2022 Q2 (3 results)
SWBI
SMITH & WESSON BRANDS INC
buy
+524,000
+2.13%
$13.13
11.58% $11.61
2.13%
ALLY
ALLY FINANCIAL INC
+6.05%
+199,138
+2.07%
$33.51
19.07% $27.12
36.23%
WGO
WINNEBAGO INDUSTRIES
+0.16%
+1,900
+0.03%
$48.56
17.09% $56.86
17.41%
2022 Q1 (1 result)
WGO
WINNEBAGO INDUSTRIES
+12.94%
+132,421
+1.83%
$54.03
5.24% $56.86
16.00%
2020 Q2 (4 results)
ALLY
ALLY FINANCIAL INC
+84.48%
+1,506,747
+13.18%
$19.83
36.76% $27.12
28.78%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
-4.90%
-18
-2.12%
$267,300.86
84.06% $492,000.00
41.15%
WGO
WINNEBAGO INDUSTRIES
-57.12%
-1,362,787
-40.05%
$66.62
14.65% $56.86
30.06%
NVR
NVR INC
-100.00%
-2,531
-2.87%
$2,568.95
116.84% $5,570.61
0.00%
2020 Q1 (5 results)
ALLY
ALLY FINANCIAL INC
buy
+1,783,553
+12.97%
$14.43
87.94% $27.12
12.97%
NVR
NVR INC
buy
+2,531
+3.28%
$2,568.95
116.84% $5,570.61
0.00%
WGO
WINNEBAGO INDUSTRIES
+71.44%
+994,190
+13.93%
$27.81
104.46% $56.86
33.44%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
-1.61%
-6
-0.82%
$272,000.00
80.88% $492,000.00
50.31%
BIDU
BAIDU INC - SPON ADR
-100.00%
-316,295
-20.15%
$126.40
3.47% $130.79
0.00%
2019 Q2 (3 results)
WGO
WINNEBAGO INDUSTRIES
+30.27%
+323,357
+5.96%
$38.65
47.12% $56.86
25.65%
BIDU
BAIDU INC - SPON ADR
+18.78%
+50,000
+2.80%
$117.36
11.44% $130.79
17.71%
PCG
P G & E CORP
-100.00%
-1,257,938
-10.68%
$17.80
6.97% $16.56
0.00%
2019 Q1 (3 results)
WGO
WINNEBAGO INDUSTRIES
buy
+1,068,193
+15.70%
$31.15
82.54% $56.86
15.70%
PCG
P G & E CORP
buy
+1,257,938
+10.57%
$17.80
6.97% $16.56
0.00%
WFC
WELLS FARGO & CO
-100.00%
-96,746
-2.10%
$46.08
13.06% $40.06
0.00%
2018 Q4 (3 results)
WFC
WELLS FARGO & CO
+254,494.74%
+96,708
+2.77%
$46.08
13.06% $40.06
0.00%
BIDU
BAIDU INC - SPON ADR
+60.83%
+100,718
+9.93%
$158.60
17.53% $130.79
26.26%
WFC.WS
WELLS FARGO & CO-CW18
-100.00%
-277,905
-3.33%
$19.27
-
0.00%
2018 Q3 (1 result)
CVNA
CARVANA CO
-100.00%
-75,112
-1.92%
$41.60
62.02% $15.80
0.00%
2018 Q2 (2 results)
WFC
WELLS FARGO & CO
buy
+38
+0.00%
$52.63
23.89% $40.06
0.00%
WFC.WS
WELLS FARGO & CO-CW18
-0.04%
-100
-0.00%
$22.02
-
3.96%
2018 Q1 (2 results)
CVNA
CARVANA CO
buy
+75,112
+1.11%
$22.93
31.08% $15.80
1.11%
WFC.WS
WELLS FARGO & CO-CW18
-71.70%
-704,219
-8.69%
$19.20
-
3.43%
2017 Q3 (1 result)
BIDU
BAIDU INC - SPON ADR
-27.11%
-61,582
-9.26%
$247.69
47.20% $130.79
24.91%
2017 Q2 (1 result)
BIDU
BAIDU INC - SPON ADR
-58.41%
-319,020
-36.24%
$178.86
26.88% $130.79
25.81%
2017 Q1 (1 result)
WFC.WS
WELLS FARGO & CO-CW18
-37.19%
-581,571
-6.17%
$22.19
-
10.42%
2016 Q3 (1 result)
WFC.WS
WELLS FARGO & CO-CW18
+7.14%
+104,279
+0.65%
$12.48
-
9.78%
2016 Q1 (3 results)
BIDU
BAIDU INC - SPON ADR
+55.27%
+194,420
+17.95%
$190.88
31.48% $130.79
50.43%
TROW
T ROWE PRICE GROUP INC
-100.00%
-232,800
-8.05%
$71.49
51.60% $108.38
0.00%
CRCM
CARECOM INC
-100.00%
-322,178
-1.12%
$7.16
-
0.00%
2015 Q4 (2 results)
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-100.00%
-500
-0.03%
$130.00
148.55% $323.12
0.00%
CTCM
CTC MEDIA INC
-100.00%
-776,580
-0.72%
$1.75
-
0.00%
2015 Q3 (4 results)
TROW
T ROWE PRICE GROUP INC
buy
+232,800
+9.70%
$69.50
55.94% $108.38
9.70%
BIDU
BAIDU INC - SPON ADR
buy
+351,759
+28.97%
$137.41
4.82% $130.79
28.97%
CRCM
CARECOM INC
+245.69%
+228,980
+0.71%
$5.14
-
0.99%
CTCM
CTC MEDIA INC
-70.91%
-1,893,050
-1.99%
$1.75
-
0.00%
2015 Q2 (1 result)
CRCM
CARECOM INC
buy
+93,198
+0.48%
$5.92
-
0.48%
2015 Q1 (1 result)
BRK.B
BERKSHIRE HATHAWAY INC CL-B
buy
+500
+0.06%
$144.00
124.39% $323.12
0.06%
44 of 44

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.