Norbert Lou - Punch Card Management Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Punch Card Management disclosed 5 stock positions valued at approximately $255.95M as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, CROCS INC, and PDD HOLDINGS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 5
- Portfolio Value
- $255.95M
Holdings by Sector
Punch Card Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 42.42% | 145 | - | - | $108,583,250 |
| CROCS INC | CROX | Consumer Cyclical | 27.20% | 577,170 | -17,400 | -2.93% | $69,629,789 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 12.37% | 415,004 | - | - | $31,656,505 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 10.61% | 628,907 | - | - | $27,156,204 |
| ISHARES TR | SGOV | Other | 7.39% | 188,000 | -272,000 | -59.13% | $18,925,960 |
Showing 5 of 5 holdings in the latest reporting period.