Norbert Lou
Punch Card Management. Holdings reported for Q2 2026, filed Aug 14, 2026.
- Portfolio
- $237.03M
- Stocks
- 4
- Top 10
- 100%
- Turnover
- 0%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | brk.aBerkshire Hathaway Inc | 45.8% | $108.58M | 0M | Unchanged | – |
| 2 | 29.4% | $69.63M | 1M | -3% | +24.8% | |
| 3 | 13.4% | $31.66M | 0M | Unchanged | +3.1% | |
| 4 | 11.5% | $27.16M | 1M | Unchanged | +32.0% |