Norbert Lou
Punch Card Management
Punch Card Management Portfolio 13F
Norbert Lou Holdings Activity
- Portfolio value:
- $216.63M≈ (-$98M≈)
- Previous value:
- $315.10M≈
- # of changes:
- 2
- New positions:
- 0
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 15 May 2025
Punch Card Management has disclosed a total of 2 changes to the portfolio in the (2025 Q1) 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 2025 Q1?
During 2025 Q1 Norbert Lou has bought (PDD) PDD Holdings Inc (added shares +135.96%).
2 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
|
+135.96%
|
+176,751
|
306,751
|
+9.66%
|
$118.35
|
-30.13%($82.70)
|
16.76%
|
2024 Q4
|
≈ 0.50 years
|
|
|
|
Berkshire Hathaway Inc
|
-58.45%
|
-204
|
145
|
-51.69%
|
$798,441.60
|
-7.24%($740,609.00)
|
53.44%
|
2014 Q4
|
≈ 10.50 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.