Norbert Lou's Portfolio

Punch Card Management 13F holdings

What is Norbert Lou's portfolio?

Punch Card Management has disclosed a total of 4 security holdings in their (2020 Q1) SEC 13F filing(s) with portfolio value of $198,410,000.

What stocks does Norbert Lou own?

In Norbert Lou's portfolio as of 31 Mar 2020, the 4 holdings are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (50.31%), (WGO) WINNEBAGO INDUSTRIES (33.44%), (ALLY) ALLY FINANCIAL INC (12.97%) and (NVR) NVR INC (3.28%).

To see the historical data of Punch Card Management's portfolio holdings please click on the "2020 Q1" dropdown menu and select the date.

To see Punch Card Management's original 13F reports (2020 Q1), please click on the "important" button.

Portfolio value: $198M+
Period: 2020 Q1
Number of stock: 4
Update: 15 May 2020
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ALLY
ALLY FINANCIAL INC
12.97%
1,783,553
$14.43
170.13% $38.98
$25,737,000
buy
+12.97%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
50.31%
367
$272,000.00
163.38% $716,399.00
$99,824,000
-1.61% (-6)
-0.82%
NVR
NVR INC
3.28%
2,531
$2,568.95
261.75% $9,293.06
$6,502,000
buy
+3.28%
WGO
WINNEBAGO INDUSTRIES
33.44%
2,385,740
$27.81
119.71% $61.10
$66,347,000
+71.44% (+994,190)
+13.93%
4 of 4

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
BIDU
BAIDU INC - SPON ADR
316,295
-20.15%

Shares, change to shares, sold shares - 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.