Punch Card Management Norbert Lou

Top positions activity

Value History

Quarterly report: Q1 2024

Total portfolio value: $400.0M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 221.4M 55.35% 349 =
ALLY
Ally Financial Inc 87.7M 21.92% 2.2M -849.2K ↓28.22%
WGO
Winnebago Industries, Inc. 73.7M 18.43% 996.6K =
SWBI
Smith & Wesson Brands Inc 14.6M 3.64% 840.0K =
SGOV
iShares Trust - iShares 0-3 Month Treasury Bond ETF 2.5M 0.63% 25.1K =