Norbert Lou – Punch Card Management Portfolio | DataHeimdall

Norbert Lou

Punch Card Management·CIK 1631664

4

Positions

$338.3M

Portfolio Value

37

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2024

BRKA

SGOV

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	ALLY	ALLY FINL INC	21.93%	2,160,534	$87,696,075	SOLD
2	WGO	WINNEBAGO INDS INC	15.97%	996,573	$54,014,257