Portfolio holdings of Norbert Lou - Punch Card Management. Norbert Lou - Punch Card Management stock picks:. Stock Holdings page.
Norbert Lou - Punch Card Management
Period: Q4 2023
Portfolio date: 31 Dec 2023
No. of stocks: 5
Portfolio value: $381,014,000
History | Stock | % of Portfolio |
RecentActivity | Shares | ReportedPrice* | Value | Current Price |
+/-Reported Price |
52Week Low |
52Week High |
|
≡ | BRK.A - Berkshire Hathaway CL A | 49.70 | 349 | $542624.64 | $189,376,000 | $605761.06 | 11.64% | $482500.00 | $647039.00 | ||
≡ | ALLY - Ally Financial Inc. | 27.58 | Reduce 8.74% | 3,009,736 | $34.92 | $105,100,000 | $39.37 | 12.74% | $21.91 | $41.24 | |
≡ | WGO - Winnebago Industries Inc. | 19.06 | 996,573 | $72.88 | $72,630,000 | $62.72 | -13.94% | $53.72 | $74.75 | ||
≡ | SWBI - Smith & Wesson Brands | 2.99 | 840,038 | $13.56 | $11,391,000 | $17.18 | 26.70% | $9.96 | $18.05 | ||
≡ | SGOV - Ishares 0 3 Month Treasury B | 0.66 | 25,100 | $100.28 | $2,517,000 | $100.37 | 0.09% | $93.56 | $100.37 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
Sector % analysis
Financials | 77.28 | |
Consumer Discretionary | 19.06 | |
Industrials | 2.99 | |
0.66 |