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Norbert Lou
Punch Card Management
Concentrated value, Buffett-inspired
$256.0M
Portfolio Value
5
Holdings
Q2 '26
Period
2026-08-14
Filed
📈 Recent Activity
Changes from previous quarter
📊 Sector Breakdown
Portfolio allocation by sector
Financials 42.4%Unknown 34.6%Technology 23.0%
💼 Holdings
🔍
5 of 5 positions · $256.0M
This quarter: reduced 2. Net seller.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK.ABerkshire Hathaway Inc. Class A | 42.4% | Held | 145 | $748850.00 | $108.6M | — | — | — | — | 📄 | |
| 2 | CROXCROCS INC | 27.2% | Reduce 2.93% | 577170 | $120.64 | $69.6M | — | — | — | — | 📄 | |
| 3 | PDDPDD HOLDINGS INC | 12.4% | Held | 415004 | $76.28 | $31.7M | — | — | — | — | 📄 | |
| 4 | PYPLPAYPAL HLDGS INC | 10.6% | Held | 628907 | $43.18 | $27.2M | — | — | — | — | 📄 | |
| 5 | SGOVISHARES TR | 7.4% | Reduce 59.13% | 188000 | $100.67 | $18.9M | — | — | — | — | 📄 |