Historical Stock Holdings
Norbert Lou - Punch Card Management
| Period | Portfolio Value | Top 20 holdings history (left to right) | |||||||||||||||||||
| 2023 Q4 | $381 M |
BRK.A
Berkshire Hathaway CL A
49.70% of portfolio |
ALLY
Ally Financial Inc.
27.58% of portfolio |
WGO
Winnebago Industries Inc.
19.06% of portfolio |
SWBI
Smith & Wesson Brands
2.99% of portfolio |
SGOV
Ishares 0 3 Month Treasury B
0.66% of portfolio | |||||||||||||||
| 2023 Q3 | $346 M |
BRK.A
Berkshire Hathaway CL A
53.59% of portfolio |
ALLY
Ally Financial Inc.
25.42% of portfolio |
WGO
Winnebago Industries Inc.
17.12% of portfolio |
SWBI
Smith & Wesson Brands
3.13% of portfolio |
SGOV
Ishares 0 3 Month Treasury B
0.73% of portfolio | |||||||||||||||
| 2023 Q2 | $347 M |
BRK.A
Berkshire Hathaway CL A
52.05% of portfolio |
ALLY
Ally Financial Inc.
25.66% of portfolio |
WGO
Winnebago Industries Inc.
19.14% of portfolio |
SWBI
Smith & Wesson Brands
3.15% of portfolio | ||||||||||||||||
| 2023 Q1 | $319 M |
BRK.A
Berkshire Hathaway CL A
50.89% of portfolio |
ALLY
Ally Financial Inc.
27.86% of portfolio |
WGO
Winnebago Industries Inc.
18.01% of portfolio |
SWBI
Smith & Wesson Brands
3.24% of portfolio | ||||||||||||||||
| 2022 Q4 | $309 M |
BRK.A
Berkshire Hathaway CL A
52.99% of portfolio |
ALLY
Ally Financial Inc.
27.64% of portfolio |
WGO
Winnebago Industries Inc.
17.01% of portfolio |
SWBI
Smith & Wesson Brands
2.36% of portfolio | ||||||||||||||||
| 2022 Q3 | $301 M |
BRK.A
Berkshire Hathaway CL A
47.17% of portfolio |
ALLY
Ally Financial Inc.
32.29% of portfolio |
WGO
Winnebago Industries Inc.
17.63% of portfolio |
SWBI
Smith & Wesson Brands
2.90% of portfolio | ||||||||||||||||
| 2022 Q2 | $323 M |
BRK.A
Berkshire Hathaway CL A
44.22% of portfolio |
ALLY
Ally Financial Inc.
36.23% of portfolio |
WGO
Winnebago Industries Inc.
17.41% of portfolio |
SWBI
Smith & Wesson Brands
2.13% of portfolio | ||||||||||||||||
| 2022 Q1 | $390 M |
BRK.A
Berkshire Hathaway CL A
47.32% of portfolio |
ALLY
Ally Financial Inc.
36.68% of portfolio |
WGO
Winnebago Industries Inc.
16.00% of portfolio | |||||||||||||||||
| 2021 Q4 | $391 M |
BRK.A
Berkshire Hathaway CL A
40.27% of portfolio |
ALLY
Ally Financial Inc.
40.11% of portfolio |
WGO
Winnebago Industries Inc.
19.62% of portfolio | |||||||||||||||||
| 2021 Q3 | $386 M |
ALLY
Ally Financial Inc.
43.55% of portfolio |
BRK.A
Berkshire Hathaway CL A
37.23% of portfolio |
WGO
Winnebago Industries Inc.
19.22% of portfolio | |||||||||||||||||
| 2021 Q2 | $380 M |
ALLY
Ally Financial Inc.
43.20% of portfolio |
BRK.A
Berkshire Hathaway CL A
38.49% of portfolio |
WGO
Winnebago Industries Inc.
18.31% of portfolio | |||||||||||||||||
| 2021 Q1 | $362 M |
ALLY
Ally Financial Inc.
41.11% of portfolio |
BRK.A
Berkshire Hathaway CL A
37.20% of portfolio |
WGO
Winnebago Industries Inc.
21.69% of portfolio | |||||||||||||||||
| 2020 Q4 | $300 M |
BRK.A
Berkshire Hathaway CL A
40.46% of portfolio |
ALLY
Ally Financial Inc.
39.11% of portfolio |
WGO
Winnebago Industries Inc.
20.44% of portfolio | |||||||||||||||||
| 2020 Q3 | $247 M |
BRK.A
Berkshire Hathaway CL A
45.21% of portfolio |
ALLY
Ally Financial Inc.
33.39% of portfolio |
WGO
Winnebago Industries Inc.
21.40% of portfolio | |||||||||||||||||
| 2020 Q2 | $227 M |
BRK.A
Berkshire Hathaway CL A
41.15% of portfolio |
WGO
Winnebago Industries Inc.
30.06% of portfolio |
ALLY
Ally Financial Inc.
28.78% of portfolio | |||||||||||||||||
| 2020 Q1 | $198 M |
BRK.A
Berkshire Hathaway CL A
50.31% of portfolio |
WGO
Winnebago Industries Inc.
33.44% of portfolio |
ALLY
Ally Financial Inc.
12.97% of portfolio |
NVR
NVR Inc.
3.28% of portfolio | ||||||||||||||||
| 2019 Q4 | $240 M |
BRK.A
Berkshire Hathaway CL A
52.70% of portfolio |
WGO
Winnebago Industries Inc.
30.67% of portfolio |
BIDU
Baidu Inc.
16.63% of portfolio | |||||||||||||||||
| 2019 Q3 | $202 M |
BRK.A
Berkshire Hathaway CL A
57.53% of portfolio |
WGO
Winnebago Industries Inc.
26.40% of portfolio |
BIDU
Baidu Inc.
16.08% of portfolio | |||||||||||||||||
| 2019 Q2 | $210 M |
BRK.A
Berkshire Hathaway CL A
56.64% of portfolio |
WGO
Winnebago Industries Inc.
25.65% of portfolio |
BIDU
Baidu Inc.
17.71% of portfolio | |||||||||||||||||