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	$109,359 33.93% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SGOV 1 stocks	$56,996 17.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$54,851 17.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical CROX 1 stocks	$52,824 16.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$43,618 13.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$4,632 1.44% of portfolio	1	-	1	-	0 Calls 0 Puts

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