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Norbert Lou

Punch Card Management

Punch Card Management Portfolio 13F

Norbert Lou Holdings Activity

Portfolio value:
$390.08M≈ (-$492K≈)
Previous value:
$390.57M≈
# of changes:
1
New positions:
0
Reported for:
31 Mar 2022 (Q1)
Latest filing date:
16 May 2022
Punch Card Management has disclosed a total of 1 change to the portfolio in the (2022 Q1) SEC report(s): increased the number of shares of 1 position(s).

What stocks did Norbert Lou buy in 2022 Q1?

During 2022 Q1 Norbert Lou has bought (WGO) Winnebago Industries Inc (added shares +12.94%).

What did Norbert Lou invest in during 2022 Q1?

Norbert Lou's holdings were (BRK-A) Berkshire Hathaway Inc (47.32%), (ALLY) Ally Financial Inc (36.68%) and (WGO) Winnebago Industries Inc (16.00%).
In the 2022 Q1 report(s) the following change has been made to the investments: (WGO) Winnebago Industries Inc (added shares +12.94%).
* 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.