Norbert Lou - Punch Card Management Portfolio Holdings
As of Jun 30, 2025, the Punch Card Management portfolio holdings is valued at approximately $309,881,316.00 featuring 6 publicly traded holdings. This in-depth profile highlights the top investments led by BERKSHIRE HATHAWAY INC DEL (BRK-A), ISHARES TR (SGOV), CROCS INC (CROX), PAYPAL HLDGS INC (PYPL), and others based on the company's latest SEC filings reported on Aug 14, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Punch Card Management's stock portfolio spans 6 holdings across 4 sectors, with a total market value of $309,881,316.00. The Financial Services sector represents the largest allocation, while the top holdings account for nearly 100% of the total portfolio value. BERKSHIRE HATHAWAY INC DEL remains the single largest position at 34.1% of all equity investments.
Complete Holdings
Showing 6 of 6 holdings.
| # | Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 34.10% | 145 | - | - | $105,676,000.00 |
| 2 | ISHARES TR | SGOV | Other | 18.39% | 566,000 | -15,100 | -2.60% | $56,990,540.00 |
| 3 | CROCS INC | CROX | Consumer Cyclical | 17.36% | 531,108 | +531,108 | +100.00% | $53,790,618.00 |
| 4 | PAYPAL HLDGS INC | PYPL | Financial Services | 15.60% | 650,447 | +650,447 | +100.00% | $48,341,221.00 |
| 5 | PDD HOLDINGS INC | PDD | Consumer Cyclical | 14.02% | 415,004 | +108,253 | +35.29% | $43,434,319.00 |
| 6 | SMITH & WESSON BRANDS INC | SWBI | Industrials | 0.53% | 189,933 | -459,023 | -70.73% | $1,648,618.00 |
Holdings by Sector
| Sector | Allocation | Value |
|---|---|---|
| Financial Services | 49.70% | $154,017,221.00 |
| Consumer Cyclical | 31.37% | $97,224,937.00 |
| Other | 18.39% | $56,990,540.00 |
| Industrials | 0.53% | $1,648,618.00 |
Portfolio insights
As of Jun 30, 2025, the Punch Card Management portfolio holds 6 securities valued at $309,881,316.00. The Financial Services sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.