Norbert Lou Portfolio Holdings by Sector
Punch Card Management L.P.
- $400 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$221,419
55.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
ALLY 1 stocks |
$87,696
21.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Recreational Vehicles | Consumer Cyclical
WGO 1 stocks |
$73,746
18.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
SWBI 1 stocks |
$14,583
3.65% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
SGOV 1 stocks |
$2,527
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|