Norbert Lou Portfolio Holdings by Sector
Punch Card Management L.P.
- $338 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$213,672
63.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
SGOV 1 stocks |
$58,522
17.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Recreational Vehicles | Consumer Cyclical
WGO 1 stocks |
$54,014
15.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
SWBI 1 stocks |
$12,046
3.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|