Norbert Lou Portfolio Holdings by Sector
Punch Card Management L.P.
- $334 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$240,955
72.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SGOV 1 stocks |
$58,528
17.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
WGO 1 stocks |
$23,911
7.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
SWBI 1 stocks |
$10,903
3.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|