Punch Card Management Norbert Lou

Top positions activity

Value History

Quarterly report: Q3 2024

Total portfolio value: $334.6M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 241.2M 72.1% 349 =
SGOV
iShares Trust - iShares 0-3 Month Treasury Bond ETF 58.5M 17.49% 581.1K =
WGO
Winnebago Industries, Inc. 23.9M 7.14% 411.5K -585.1K ↓58.71%
SWBI
Smith & Wesson Brands Inc 10.9M 3.25% 840.0K =