Norbert Lou - Punch Card Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 4 | |
| Portfolio Value | $216.63M | |
| Portfolio Value | $216625620 |
Portfolio Overview
Comprehensive analysis of PCMU's investment portfolio
4
Total Holdings
$216.6M
Portfolio Value
Mar 31, 2025
Latest Filing
53.4%
Largest Position
Top Holdings
1
BRK-A
BERKSHIRE HATHAWAY INC DEL
$115.8M
53.4%
↓-0.6%
2
SGOV
ISHARES TR
$58.5M
27.0%
3
PDD
PDD HOLDINGS INC
$36.3M
16.8%
↑+1.4%
4
SWBI
SMITH & WESSON BRANDS INC
$6.0M
2.8%
Recent Activity
BRK-A
Berkshire Hathaway Inc.
-145
Jun 30, 2025
PDD
PDD Holdings Inc.
-306,751
Jun 30, 2025
SGOV
iShares 0-3 Month Treasury Bond
-581,100
Jun 30, 2025