Punch Card Management Norbert Lou

Top positions activity

Value History

Quarterly report: Q4 2023

Total portfolio value: $381.0M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 189.4M 49.7% 349 =
ALLY
Ally Financial Inc 105.1M 27.58% 3.0M -288.2K ↓8.74%
WGO
Winnebago Industries, Inc. 72.6M 19.06% 996.6K =
SWBI
Smith & Wesson Brands Inc 11.4M 2.98% 840.0K =
SGOV
iShares Trust - iShares 0-3 Month Treasury Bond ETF 2.5M 0.66% 25.1K =