Punch Card Management L.p. (Norbert Lou)
Basic Stats
Market Value
322.42M
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
6 (0)
Avg. Holding Period
10 years
Turnover
0.3%
Industry Breakdown
Fire, Marine & Casualty Insurance
33.9%
Services-business Services, Nec
32.0%
Rubber & Plastics Footwear
16.4%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 BRK-A | Berkshire Hathaway Inc Del | 109.36M | 33.9% | 145.0 | — | — | 754.20K | 0.0% |
 SGOV | Ishares Tr | 57.00M | 17.7% | 566.0K | — | — | 101.00 | 0.1% |
 PDD | Pdd Holdings Inc | 54.85M | 17.0% | 415.0K | — | — | 132.00 | 0.0% |
 CROX | Crocs Inc | 52.82M | 16.4% | 632.3K | 19.0% | 101.1K | 84.00 | 1.1% |
 PYPL | Paypal Hldgs Inc | 43.62M | 13.5% | 650.4K | — | — | 67.00 | 0.1% |
 FI | Fiserv Inc | 4.77M | 1.5% | 37.0K | New Buy | 37.0K | 129.00 | 0.0% |
 SWBI | Smith & Wesson Brands Inc | — | — | — | Sold Out | -189.9K | 9.00 | — |