Punch Card Management L.p. (Norbert Lou)
Basic Stats
Market Value
309.88M
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
6 (2)
Avg. Holding Period
11 years
Turnover
0.3%
Industry Breakdown
Fire, Marine & Casualty Insurance
34.1%
Services-business Services, Nec
29.6%
Rubber & Plastics Footwear
17.4%
Ordnance & Accessories, (no Vehicles/guided Missiles)
0.5%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 BRK-A | Berkshire Hathaway Inc Del | 105.68M | 34.1% | 145.0 | — | — | 728.80K | 0.0% |
 SGOV | Ishares Tr | 56.99M | 18.4% | 566.0K | -2.6% | -15.1K | 101.00 | 0.1% |
 CROX | Crocs Inc | 53.79M | 17.4% | 531.1K | New Buy | 531.1K | 101.00 | 0.9% |
 PYPL | Paypal Hldgs Inc | 48.34M | 15.6% | 650.4K | New Buy | 650.4K | 74.00 | 0.1% |
 PDD | Pdd Holdings Inc | 43.43M | 14.0% | 415.0K | 35.3% | 108.3K | 105.00 | 0.0% |
 SWBI | Smith & Wesson Brands Inc | 1.65M | 0.5% | 189.9K | -70.7% | -459.0K | 9.00 | 0.4% |