Norbert Lou | Punch Card Management L.p.

Norbert Lou is the managing partner of Punch Card Management L.p.. The 13F filing for 2020 Q1 included $198.41M in managed 13F securities and a top 10 holdings concentration of 100.00%. Punch Card Management L.p.'s largest holding is Berkshire Hathaway Inc Del with shares held of 367. 10kreader has 31 13F filings available for Punch Card Management L.p..

2019 Q4

2020 Q2

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Company	Ticker	Market Value	% Portfolio	Shares	Change	Chg. Shares	Quarter End Price	Current Price	Yearly High	Yearly Low	Market Cap	% Owned
Berkshire Hathaway Inc Del		99.82M	50.31%	367	-1.61%	-6	$272,000.00
Winnebago Industries, Inc.	WGO	66.35M	33.44%	2.39M	71.44%	994.19K	$27.81	$58.10	$80.3	$43.05	1.84B	7.51%
Ally Financial Inc.	ALLY	25.74M	12.97%	1.78M	New	1.78M	$14.43	$32.65	$56.28	$31.17	10.07B	0.58%
NVR, Inc.	NVR	6.50M	3.28%	2.53K	New	2.53K	$2,568.95	$4,007.50	$5982.45	$3576.01	13.16B	0.08%
Baidu, Inc.	BIDU		0.00%	0	Sold All	-316.30K		$127.31	$182.6	$101.62	44.70B

Holdings Breakdown

Disclaimer: Investor holdings are derived from 13F filings which are required to be filed by all institutional investment managers with at least $100 million in assets under management. Limitations to this data include but are not limited to: (1) SEC does not review 13Fs for accuracy or completeness, (2) cash, foreign stocks, short positions, and a variety of other assets are not required to be reported, (3) 13Fs are often filed 45 days after the end of the quarter, by which time a manager's positions and outlook could have changed significantly, (4) the market value does not tell us at what price the manager acquired the asset, and (5) data is only available starting mid 2013. Please do your own research before drawing any conclusions from this data.