Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
User

Norbert Lou

Punch Card Management

Punch Card Management Portfolio 13F

Norbert Lou Holdings Activity

Portfolio value:
$226.68M≈ (+$28M≈)
Previous value:
$198.41M≈
# of changes:
4
New positions:
0
Reported for:
30 Jun 2020 (Q2)
Latest filing date:
14 Aug 2020
Punch Card Management has disclosed a total of 4 changes to the portfolio in the (2020 Q2) SEC report(s): increased the number of shares of 1, decreased the number of shares of 2 and completely sold out 1 position(s).

What stocks did Norbert Lou buy in 2020 Q2?

During 2020 Q2 Norbert Lou has bought (ALLY) Ally Financial Inc (added shares +84.48%).

What did Norbert Lou invest in during 2020 Q2?

Norbert Lou's holdings were (BRK-A) Berkshire Hathaway Inc (41.15%), (WGO) Winnebago Industries Inc (30.06%) and (ALLY) Ally Financial Inc (28.78%).
In the 2020 Q2 report(s) the following changes have been made to the investments: (BRK-A) Berkshire Hathaway Inc (reduced shares -4.90%), (WGO) Winnebago Industries Inc (reduced shares -57.12%) and (ALLY) Ally Financial Inc (added shares +84.48%).
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.