Norbert Lou - Punch Card Management Portfolio Stock Holdings
Punch Card Management disclosed 5 stock positions valued at approximately $270.6 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, CROCS INC, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 5
- Portfolio Value
- $270.6M
Holdings by Sector
Punch Card Management Portfolio Holdings in Q1 2026
5 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 38.47% | 145 | - | - | $104,130,300 |
| CROCS INC | CROX | Consumer Cyclical | 18.24% | 594,570 | - | - | $49,361,201 |
| ISHARES TR | SGOV | Other | 17.11% | 460,000 | -106,000 | -18.73% | $46,303,600 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 15.67% | 415,004 | - | - | $42,405,109 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 10.51% | 628,907 | - | - | $28,445,464 |