Norbert Lou Holdings Activity

Punch Card Management Portfolio 13F

Punch Card Management has disclosed a total of 1 change to the portfolio in the latest (2024 Q1) SEC report(s): decreased the number of shares of 1 position(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 (55.36%), (ALLY) ALLY FINANCIAL INC (21.93%), (WGO) WINNEBAGO INDUSTRIES (18.44%), (SWBI) SMITH & WESSON BRANDS INC (3.65%) and (SGOV) ISHARES 0-3 MONTH TREASURY B (0.63%).

In the latest report(s) the following change has been made to the investments: (ALLY) ALLY FINANCIAL INC (reduced shares -28.22%).

2024 Q1 (1 result)
ALLY
-28.22%
-849,202
-8.62%
$40.59
4.41% $38.80
21.93%
2023 Q4 (1 result)
ALLY
-8.74%
-288,181
-2.64%
$34.92
11.11% $38.80
27.58%
2023 Q3 (1 result)
SGOV
buy
+25,100
+0.73%
$100.67
0.01% $100.68
0.73%
2023 Q2 (1 result)
ALLY
-5.49%
-191,521
-1.49%
$27.01
43.65% $38.80
25.66%
2022 Q3 (2 results)
SWBI
+60.31%
+316,038
+1.09%
$10.37
55.35% $16.11
2.90%
WGO
-13.89%
-160,701
-2.84%
$53.21
12.50% $59.86
17.63%
2022 Q2 (3 results)
SWBI
buy
+524,000
+2.13%
$13.13
22.70% $16.11
2.13%
ALLY
+6.05%
+199,138
+2.07%
$33.51
15.79% $38.80
36.23%
WGO
+0.16%
+1,900
+0.03%
$48.56
23.27% $59.86
17.41%
2022 Q1 (1 result)
WGO
+12.94%
+132,421
+1.83%
$54.03
10.79% $59.86
16.00%
2020 Q2 (4 results)
ALLY
+84.48%
+1,506,747
+13.18%
$19.83
95.66% $38.80
28.78%
BRK.A
-4.90%
-18
-2.12%
$267,300.86
130.41% $615,900.00
41.15%
WGO
-57.12%
-1,362,787
-40.05%
$66.62
10.15% $59.86
30.06%
NVR
-100.00%
-2,531
-2.87%
$2,568.95
188.69% $7,416.32
0.00%
2020 Q1 (5 results)
NVR
buy
+2,531
+3.28%
$2,568.95
188.69% $7,416.32
0.00%
ALLY
buy
+1,783,553
+12.97%
$14.43
168.88% $38.80
12.97%
WGO
+71.44%
+994,190
+13.93%
$27.81
115.25% $59.86
33.44%
BRK.A
-1.61%
-6
-0.82%
$272,000.00
126.43% $615,900.00
50.31%
BIDU
-100.00%
-316,295
-20.15%
$126.40
20.67% $100.28
0.00%
2019 Q2 (3 results)
WGO
+30.27%
+323,357
+5.96%
$38.65
54.88% $59.86
25.65%
BIDU
+18.78%
+50,000
+2.80%
$117.36
14.55% $100.28
17.71%
PCG
-100.00%
-1,257,938
-10.68%
$17.80
3.71% $18.46
0.00%
2019 Q1 (3 results)
PCG
buy
+1,257,938
+10.57%
$17.80
3.71% $18.46
0.00%
WGO
buy
+1,068,193
+15.70%
$31.15
92.17% $59.86
15.70%
WFC
-100.00%
-96,746
-2.10%
$46.08
30.67% $60.21
0.00%
2018 Q4 (3 results)
WFC
+254,494.74%
+96,708
+2.77%
$46.08
30.67% $60.21
0.00%
BIDU
+60.83%
+100,718
+9.93%
$158.60
36.77% $100.28
26.26%
WFC.WS
-100.00%
-277,905
-3.33%
$19.27
-
0.00%
2018 Q3 (1 result)
CVNA
-100.00%
-75,112
-1.92%
$41.60
162.35% $109.15
0.00%
2018 Q2 (2 results)
WFC
buy
+38
+0.00%
$52.63
14.40% $60.21
0.00%
WFC.WS
-0.04%
-100
-0.00%
$22.02
-
3.96%
2018 Q1 (2 results)
CVNA
buy
+75,112
+1.11%
$22.93
376.10% $109.15
1.11%
WFC.WS
-71.70%
-704,219
-8.69%
$19.20
-
3.43%
2017 Q3 (1 result)
BIDU
-27.11%
-61,582
-9.26%
$247.69
59.51% $100.28
24.91%
2017 Q2 (1 result)
BIDU
-58.41%
-319,020
-36.24%
$178.86
43.93% $100.28
25.81%
2017 Q1 (1 result)
WFC.WS
-37.19%
-581,571
-6.17%
$22.19
-
10.42%
2016 Q3 (1 result)
WFC.WS
+7.14%
+104,279
+0.65%
$12.48
-
9.78%
2016 Q1 (3 results)
BIDU
+55.27%
+194,420
+17.95%
$190.88
47.46% $100.28
50.43%
CRCM
-100.00%
-322,178
-1.12%
$7.16
-
0.00%
TROW
-100.00%
-232,800
-8.05%
$71.49
65.34% $118.20
0.00%
2015 Q4 (2 results)
CTCM
-100.00%
-776,580
-0.72%
$1.75
-
0.00%
BRK.B
-100.00%
-500
-0.03%
$130.00
213.39% $407.41
0.00%
2015 Q3 (4 results)
TROW
buy
+232,800
+9.70%
$69.50
70.07% $118.20
9.70%
BIDU
buy
+351,759
+28.97%
$137.41
27.02% $100.28
28.97%
CRCM
+245.69%
+228,980
+0.71%
$5.14
-
0.99%
CTCM
-70.91%
-1,893,050
-1.99%
$1.75
-
0.00%
2015 Q2 (1 result)
CRCM
buy
+93,198
+0.48%
$5.92
-
0.48%
2015 Q1 (1 result)
BRK.B
buy
+500
+0.06%
$144.00
182.92% $407.41
0.06%
48 of 48

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.