Norbert Lou - Punch Card Management
Period: Q2 2026
Portfolio date: 30 Jun 2026
No. of stocks: 5
Portfolio value: $255,952,000
| History | Stock | % of Portfolio |
RecentActivity | Shares | ReportedPrice* | Value | Current Price |
+/-Reported Price |
52Week Low |
52Week High |
|
| ≡ | BRK.A - Berkshire Hathaway CL A | 42.42 | 145 | $748848.28 | $108,583,000 | $799137.94 | 6.72% | $698000.00 | $806102.81 | ||
| ≡ | CROX - Crocs Inc. | 27.20 | Reduce 2.93% | 577,170 | $120.64 | $69,630,000 | $119.14 | -1.24% | $73.21 | $141.28 | |
| ≡ | PDD - Pinduoduo Inc. | 12.37 | 415,004 | $76.28 | $31,657,000 | $81.23 | 6.49% | ||||
| ≡ | PYPL - PayPal Holdings Inc. | 10.61 | 628,907 | $43.18 | $27,156,000 | $56.44 | 30.71% | $38.12 | $78.34 | ||
| ≡ | SGOV - Ishares 0 3 Month Treasury B | 7.39 | Reduce 59.13% | 188,000 | $100.67 | $18,926,000 | $100.59 | -0.08% |
* 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 | 53.03 | |
| Consumer Discretionary | 27.20 | |
| Consumer Goods | 12.37 | |
| 7.39 |