Portfolio holdings of Norbert Lou - Punch Card Management. Norbert Lou - Punch Card Management stock picks:. Stock Holdings page.
Norbert Lou - Punch Card Management
Period: Q3 2024
Portfolio date: 30 Sep 2024
No. of stocks: 4
Portfolio value: $334,565,000
| History | Stock | % of Portfolio |
RecentActivity | Shares | ReportedPrice* | Value | Current Price |
+/-Reported Price |
52Week Low |
52Week High |
|
| ≡ | BRK.A - Berkshire Hathaway CL A | 72.10 | 349 | $691180.52 | $241,222,000 | $703299.99 | 1.75% | $533700.01 | $741971.39 | ||
| ≡ | SGOV - Ishares 0 3 Month Treasury B | 17.49 | 581,100 | $100.72 | $58,528,000 | $100.56 | -0.16% | $95.45 | $100.56 | ||
| ≡ | WGO - Winnebago Industries Inc. | 7.15 | Reduce 58.71% | 411,480 | $58.11 | $23,911,000 | $57.30 | -1.39% | $49.37 | $73.89 | |
| ≡ | SWBI - Smith & Wesson Brands | 3.26 | 840,038 | $12.98 | $10,904,000 | $12.99 | 0.08% | $11.55 | $17.71 |
* 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 | 72.10 | |
| 17.49 | ||
| Consumer Discretionary | 7.15 | |
| Industrials | 3.26 |