Punch Card Management Norbert Lou

Top positions activity

Value History

Quarterly report: Q4 2024

Total portfolio value: $315.1M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 237.6M 75.41% 349 =
SGOV
iShares Trust - iShares 0-3 Month Treasury Bond ETF 58.3M 18.5% 581.1K =
PDD
Pinduoduo Inc - ADR 12.6M 4% 130.0K +130.0K Newly Added
SWBI
Smith & Wesson Brands Inc 6.6M 2.08% 649.0K -191.1K ↓22.75%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
WGO
Winnebago Industries, Inc. 23.9M 7.14% 411.5K Sold Out