Norbert Lou Portfolio Holdings by Sector

Punch Card Management L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$115,774 53.44% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs SGOV 1 stocks	$58,499 27.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$36,303 16.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials SWBI 1 stocks	$6,048 2.79% of portfolio	-	-	-	-	0 Calls 0 Puts

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