← All Managers
Norbert Lou
Punch Card Management
Concentrated value, Buffett-inspired
$270.6M
Portfolio Value
5
Holdings
Q1 '26
Period
2026-05-15
Filed
📈 Recent Activity
Changes from previous quarter
SGOVREDUCED
17.1% of portfolio
-19% shares-1.8pp
📊 Sector Breakdown
Portfolio allocation by sector
Financials 38.5%Unknown 35.3%Technology 26.2%
💼 Holdings
🔍
5 of 5 positions · $270.6M
This quarter: reduced 1. Net seller.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK.ABerkshire Hathaway Inc. Class A | 38.5% | Held | 145 | $718140.00 | $104.1M | — | — | — | — | 📄 | |
| 2 | CROXCROCS INC | 18.2% | Held | 594570 | $83.02 | $49.4M | — | — | — | — | 📄 | |
| 3 | SGOVISHARES TR | 17.1% | Reduce 18.73% | 460000 | $100.66 | $46.3M | — | — | — | — | 📄 | |
| 4 | PDDPDD HOLDINGS INC | 15.7% | Held | 415004 | $102.18 | $42.4M | — | — | — | — | 📄 | |
| 5 | PYPLPAYPAL HLDGS INC | 10.5% | Held | 628907 | $45.23 | $28.4M | — | — | — | — | 📄 |