Norbert Lou - Punch Card Management Portfolio

Period Date  Mar 31, 2025
Filing Date  May 15, 2025
Total Stocks  4
Portfolio Value  $216.63M

Portfolio Overview

Comprehensive analysis of Norbert Lou's investment portfolio

4
Total Holdings
$0.2B
Portfolio Value
Financial Services
Top Sector
4
Sectors

Investment Strategy Insights

  • Norbert Lou maintains a diversified portfolio across 4 sectors
  • • Top 5 holdings represent 100.0% of the portfolio
  • • Largest position: BERKSHIRE HATHAWAY INC DEL (BRK-A) at 53.4%

Trends by sector

Investment Adjustments from Previous Filing

Punch Card Management Holdings

SymbolPortfolio %Total Value
BRK-A
BERKSHIRE HATHAWAY INC DEL
53.44%$115,774,032
SGOV
ISHARES TR
27.00%$58,499,337
PDD
PDD HOLDINGS INC
16.76%$36,303,981
SWBI
SMITH & WESSON BRANDS INC
2.79%$6,048,270