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Norbert Lou

Punch Card Management

Punch Card Management Portfolio 13F

Norbert Lou Holdings Activity

Portfolio value:
$300.71M≈ (-$22M≈)
Previous value:
$322.73M≈
# of changes:
2
New positions:
0
Reported for:
30 Sep 2022 (Q3)
Latest filing date:
14 Nov 2022
Punch Card Management has disclosed a total of 2 changes to the portfolio in the (2022 Q3) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 1 position(s).

What stocks did Norbert Lou buy in 2022 Q3?

During 2022 Q3 Norbert Lou has bought (SWBI) Smith & Wesson Brands Inc (added shares +60.31%).

What did Norbert Lou invest in during 2022 Q3?

Norbert Lou's holdings were (BRK-A) Berkshire Hathaway Inc (47.17%), (ALLY) Ally Financial Inc (32.29%), (WGO) Winnebago Industries Inc (17.63%) and (SWBI) Smith & Wesson Brands Inc (2.90%).
In the 2022 Q3 report(s) the following changes have been made to the investments: (WGO) Winnebago Industries Inc (reduced shares -13.89%) and (SWBI) Smith & Wesson Brands Inc (added shares +60.31%).
* 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.