Norbert Lou
Punch Card Management
Punch Card Management Portfolio 13F
Norbert Lou Holdings Activity
- Portfolio value:
- $315.10M≈ (-$19M≈)
- Previous value:
- $334.57M≈
- # of changes:
- 3
- New positions:
- 1
- Reported for:
- 31 Dec 2024 (Q4)
- Latest filing date:
- 14 Feb 2025
Punch Card Management has disclosed a total of 3 changes to the portfolio in the (2024 Q4) SEC report(s): bought 1 totally new, decreased the number of shares of 1 and completely sold out 1 position(s).
What stocks did Norbert Lou buy in 2024 Q4?
During 2024 Q4 Norbert Lou has bought (PDD) PDD Holdings Inc (new buy).
3 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
PDD Holdings Inc
|
new
|
+130,000
|
130,000
|
+4%
|
$96.99
|
-14.74%($82.70)
|
4.00%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
Smith & Wesson Brands Inc
|
-22.75%
|
-191,082
|
648,956
|
-0.58%
|
$10.10
|
+45.57%($14.71)
|
2.08%
|
2022 Q2
|
≈ 2.75 years
|
|
|
|
Winnebago Industries Inc
|
-100%
|
-411,480
|
0
|
-7.15%
|
$58.11
|
-46.91%($30.85)
|
0.00%
|
2019 Q1
|
≈ 5.75 years
|
|
* 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.