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Norbert Lou
Punch Card Management
Concentrated value, Buffett-inspired
$300.9M
Portfolio Value
5
Holdings
Q4 '25
Period
2026-02-17
Filed
📈 Recent Activity
Changes from previous quarter
📊 Sector Breakdown
Portfolio allocation by sector
Financials 36.4%Unknown 35.8%Technology 27.8%
💼 Holdings
🔍
5 of 5 positions · $300.9M
This quarter: reduced 2, sold 1. Net seller.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK.ABerkshire Hathaway Inc. Class A | 36.4% | Held | 145 | $754800.00 | $109.4M | — | — | — | — | |
| 2 | SGOVISHARES TR | 18.9% | Held | 566000 | $100.38 | $56.8M | — | — | — | — | |
| 3 | CROXCROCS INC | 16.9% | Reduce 5.96% | 594570 | $85.52 | $50.8M | — | — | — | — | |
| 4 | PDDPDD HOLDINGS INC | 15.6% | Held | 415004 | $113.39 | $47.1M | — | — | — | — | |
| 5 | PYPLPAYPAL HLDGS INC | 12.2% | Reduce 3.31% | 628907 | $58.38 | $36.7M | — | — | — | — |