Punch Card Management L.p. (Norbert Lou)
Basic Stats
Market Value
315.10M
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
4 (0)
Avg. Holding Period
16 years
Turnover
0.5%
Industry Breakdown
Fire, Marine & Casualty Insurance
75.4%
Services-business Services, Nec
4.0%
Ordnance & Accessories, (no Vehicles/guided Missiles)
2.1%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 BRK-A | Berkshire Hathaway Inc Del | 237.64M | 75.4% | 349.0 | — | — | 680.92K | 0.0% |
 SGOV | Ishares Tr | 58.30M | 18.5% | 581.1K | — | — | 100.00 | 0.2% |
 PDD | Pdd Holdings Inc | 12.61M | 4.0% | 130.0K | New Buy | 130.0K | 97.00 | 0.0% |
 SWBI | Smith & Wesson Brands Inc | 6.56M | 2.1% | 649.0K | -22.7% | -191.1K | 10.00 | 1.5% |
 WGO | Winnebago Inds Inc | — | — | — | Sold Out | -411.5K | 34.00 | — |