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Norbert Lou

Punch Card Management

Punch Card Management Portfolio 13F

Norbert Lou Holdings Activity

Portfolio value:
$334.57M≈ (-$4M≈)
Previous value:
$338.26M≈
# of changes:
1
New positions:
0
Reported for:
30 Sep 2024 (Q3)
Latest filing date:
14 Nov 2024
Punch Card Management has disclosed a total of 1 change to the portfolio in the (2024 Q3) SEC report(s): decreased the number of shares of 1 position(s).

What stocks did Norbert Lou buy in 2024 Q3?

During 2024 Q3 Norbert Lou has not purchased any securities.

What did Norbert Lou invest in during 2024 Q3?

Norbert Lou's holdings were (BRK-A) Berkshire Hathaway Inc (72.10%), (SGOV) iShares 0-3 Month Treasury Bond ETF (17.49%), (WGO) Winnebago Industries Inc (7.15%) and (SWBI) Smith & Wesson Brands Inc (3.26%).
In the 2024 Q3 report(s) the following change has been made to the investments: (WGO) Winnebago Industries Inc (reduced shares -58.71%).
* 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.