Norbert Lou Holdings Activity

Punch Card Management Portfolio 13F

Punch Card Management has disclosed a total of 2 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 1 position(s).

What stocks is Norbert Lou buying now?

In the recent quarter Norbert Lou has bought (PDD) PINDUODUO INC-ADR (added shares +135.96%).

What does Norbert Lou invest in?

Norbert Lou's holdings are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (53.44%), (SGOV) ISHARES 0-3 MONTH TREASURY B (27%), (PDD) PINDUODUO INC-ADR (16.76%) and (SWBI) SMITH & WESSON BRANDS INC (2.79%).

In the latest report(s) the following changes have been made to the investments: (BRK.A) BERKSHIRE HATHAWAY INC CL-A (reduced shares -58.45%) and (PDD) PINDUODUO INC-ADR (added shares +135.96%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q1 (2 results)
PDD
PINDUODUO INC-ADR
+135.96%
+90,143
+9.66%
$118.35
10.87% $105.49
16.76%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
-58.45%
-204
-75.19%
$798,441.60
8.18% $733,150.00
53.44%
2024 Q4 (3 results)
PDD
PINDUODUO INC-ADR
buy
+80,600
+4.00%
$96.99
8.76% $105.49
4.00%
SWBI
SMITH & WESSON BRANDS INC
-22.75%
-191,082
-0.61%
$10.11
14.00% $8.69
2.08%
WGO
WINNEBAGO INDUSTRIES
-100.00%
-335,356
-7.59%
$58.11
47.26% $30.65
0.00%
2024 Q3 (1 result)
WGO
WINNEBAGO INDUSTRIES
-58.71%
-476,850
-10.16%
$58.11
47.26% $30.65
0.00%
2024 Q2 (2 results)
SGOV
ISHARES 0-3 MONTH TREASURY B
+2,215.14%
+556,000
+16.55%
$100.71
0.34% $100.37
17.30%
ALLY
ALLY FINANCIAL INC
-100.00%
-2,160,534
-25.93%
$40.59
0.94% $40.21
0.00%
2024 Q1 (1 result)
ALLY
ALLY FINANCIAL INC
-28.22%
-849,202
-8.62%
$40.59
0.94% $40.21
0.00%
2023 Q4 (1 result)
ALLY
ALLY FINANCIAL INC
-8.74%
-288,181
-2.64%
$34.92
15.15% $40.21
27.58%
2023 Q3 (1 result)
SGOV
ISHARES 0-3 MONTH TREASURY B
buy
+25,100
+0.73%
$100.67
0.30% $100.37
0.73%
2023 Q2 (1 result)
ALLY
ALLY FINANCIAL INC
-5.49%
-191,521
-1.49%
$27.01
48.87% $40.21
25.66%
2022 Q3 (2 results)
SWBI
SMITH & WESSON BRANDS INC
+60.31%
+316,038
+1.09%
$10.37
16.20% $8.69
2.90%
WGO
WINNEBAGO INDUSTRIES
-13.89%
-131,774
-2.84%
$53.21
42.40% $30.65
17.63%
2022 Q2 (3 results)
SWBI
SMITH & WESSON BRANDS INC
buy
+524,000
+2.13%
$13.13
33.81% $8.69
2.13%
ALLY
ALLY FINANCIAL INC
+6.05%
+197,146
+2.07%
$33.51
19.99% $40.21
36.23%
WGO
WINNEBAGO INDUSTRIES
+0.16%
+1,852
+0.03%
$48.56
36.88% $30.65
17.41%
2022 Q1 (1 result)
WGO
WINNEBAGO INDUSTRIES
+12.94%
+132,421
+1.83%
$54.03
43.27% $30.65
16.00%
2020 Q2 (4 results)
ALLY
ALLY FINANCIAL INC
+84.48%
+1,356,072
+13.18%
$19.83
102.77% $40.21
28.78%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
-4.90%
-18
-2.12%
$267,300.86
174.28% $733,150.00
41.15%
WGO
WINNEBAGO INDUSTRIES
-57.12%
-1,362,787
-40.05%
$66.62
53.99% $30.65
30.06%
NVR
NVR INC
-100.00%
-2,531
-2.87%
$2,568.95
198.48% $7,667.85
0.00%
2020 Q1 (5 results)
ALLY
ALLY FINANCIAL INC
buy
+1,783,553
+12.97%
$14.43
178.65% $40.21
12.97%
NVR
NVR INC
buy
+2,531
+3.28%
$2,568.95
198.48% $7,667.85
0.00%
WGO
WINNEBAGO INDUSTRIES
+71.44%
+994,190
+13.93%
$27.81
10.21% $30.65
33.44%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
-1.61%
-5
-0.82%
$272,000.00
169.54% $733,150.00
50.31%
BIDU
BAIDU INC - SPON ADR
-100.00%
-316,295
-20.15%
$126.40
31.93% $86.04
0.00%
2019 Q2 (3 results)
WGO
WINNEBAGO INDUSTRIES
+30.27%
+323,357
+5.96%
$38.65
20.70% $30.65
25.65%
BIDU
BAIDU INC - SPON ADR
+18.78%
+50,000
+2.80%
$117.36
26.69% $86.04
17.71%
PCG
P G & E CORP
-100.00%
-1,226,489
-10.68%
$17.80
20.62% $14.13
0.00%
2019 Q1 (3 results)
PCG
P G & E CORP
buy
+1,226,489
+10.57%
$17.80
20.62% $14.13
0.00%
WGO
WINNEBAGO INDUSTRIES
buy
+1,068,193
+15.70%
$31.15
1.60% $30.65
15.70%
WFC
WELLS FARGO & CO
-100.00%
-95,778
-2.10%
$46.08
76.85% $81.49
0.00%
2018 Q4 (3 results)
WFC
WELLS FARGO & CO
+254,494.74%
+95,740
+2.77%
$46.08
76.85% $81.49
0.00%
BIDU
BAIDU INC - SPON ADR
+60.83%
+100,718
+9.93%
$158.60
45.75% $86.04
26.26%
WFC.WS
WELLS FARGO & CO-CW18
-100.00%
-140,342
-3.33%
$19.27
-
0.00%
2018 Q3 (1 result)
CVNA
CARVANA CO
-100.00%
-40,184
-1.92%
$41.60
713.04% $338.26
0.00%
2018 Q2 (2 results)
WFC
WELLS FARGO & CO
buy
+38
+0.00%
$52.63
54.83% $81.49
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
1K+% $338.26
1.11%
WFC.WS
WELLS FARGO & CO-CW18
-71.70%
-387,320
-8.69%
$19.20
-
3.43%
2017 Q3 (1 result)
BIDU
BAIDU INC - SPON ADR
-27.11%
-36,641
-9.26%
$247.69
65.26% $86.04
24.91%
2017 Q2 (1 result)
BIDU
BAIDU INC - SPON ADR
-58.41%
-194,602
-36.24%
$178.86
51.90% $86.04
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%
+133,177
+17.95%
$190.88
54.92% $86.04
50.43%
CRCM
CARECOM INC
-100.00%
-225,524
-1.12%
$7.16
-
0.00%
TROW
T ROWE PRICE GROUP INC
-100.00%
-232,800
-8.05%
$71.49
38.02% $98.67
0.00%
2015 Q4 (2 results)
CTCM
CTC MEDIA INC
-100.00%
-776,580
-0.72%
$1.75
-
0.00%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-100.00%
-500
-0.03%
$130.00
276.62% $489.61
0.00%
50 of 56

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.