Punch Card Management L.P., under direction of Norbert Lou has filed its 13F form on February 14, 2024 for Q4 2023 where it was disclosed a total value porftolio of $381 Million distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $189M, Ally Financial Inc. with a value of $105M, Winnebago Industries Inc with a value of $72.6M, Smith & Wesson Brands, Inc. with a value of $11.4M, and Ishares Trishares 0 3 Mnth Tre with a value of $2.52M.

Examining the 13F form we can see an increase of $34.9M in the current position value, from $346M to 381M.

Punch Card Management L.P. is based out at Winter Park, FL

Below you can find more details about Norbert Lou portfolio as well as his latest detailed transactions.

Portfolio value $381 Million
Financial Services: $294 Million
Consumer Cyclical: $72.6 Million
Industrials: $11.4 Million
ETFs: $2.52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Norbert Lou

Norbert Lou

Norbert Lou is the founder and chief investment officer of Punch Card Management, a successful investment firm that focuses on value investing. Lou is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $381 Million
  • Prior Value $346 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 14, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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