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Punch Card Management (Norbert Lou) - FilingSpy
Punch Card Management
Norbert Lou
$319.28M
13F
2023 Q1
12 of 45 quarters
Overview
Activity
Holdings
AUM
$319.28M
Positions
4
Top Position
BRK.A 50.9%
Top 10
100%
Activity Summary
No activity this period.
Portfolio Composition
BRK.A
50.9%
ALLY
27.9%
WGO
18.0%
SWBI
3.2%
