Norbert Lou – Punch Card Management Portfolio | DataHeimdall

Norbert Lou

Punch Card Management·CIK 1631664

4

Positions

$347.2M

Portfolio Value

37

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2023

BRKA

ALLY

WGO

SWBI

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	BRKA	BERKSHIRE HATHAWAY INC DEL	52.05%	349	$180,715,690	▲ +1.2%
2	WGO	WINNEBAGO INDS INC	19.14%	996,573	$66,461,453