Punch Card Management Norbert Lou

Top positions activity

Value History

Quarterly report: Q2 2024

Total portfolio value: $338.3M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 213.7M 63.16% 349 =
SGOV
iShares Trust - iShares 0-3 Month Treasury Bond ETF 58.5M 17.3% 581.1K +556.0K ↑2215.14%
WGO
Winnebago Industries, Inc. 54.0M 15.96% 996.6K =
SWBI
Smith & Wesson Brands Inc 12.0M 3.56% 840.0K =
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
ALLY
Ally Financial Inc 87.7M 21.92% 2.2M Sold Out