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	$105,676 34.1% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SGOV 1 stocks	$56,990 18.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical CROX 1 stocks	$53,790 17.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$48,341 15.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$43,434 14.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials SWBI 1 stocks	$1,648 0.53% of portfolio	-	1	-	-	0 Calls 0 Puts

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