Punch Card Management L.P. (Norbert Lou)

13F Portfolio Filings

Latest portfolio report
Q4 2023 - Feb 14, 2024
Value $
$381M
Notable people
Norbert Lou
Signature - Title
Norbert Lou - Managing Member of the General Partner
Location
444 West New England Ave, Suite 117, Winter Park, Florida
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 5 $381M $0 -$10.1M -$10.1M BRKA, ALLY, WGO, SWBI, SGOV 13F-HR 2/14/2024, 04:11 PM
Q3 2023 5 $346M +$2.53M $0 +$2.53M BRKA, ALLY, WGO, SWBI, SGOV 13F-HR 11/14/2023, 04:10 PM
Q2 2023 4 $347M $0 -$5.17M -$5.17M BRKA, ALLY, WGO, SWBI 13F-HR 8/14/2023, 04:10 PM
Q1 2023 4 $319M BRKA, ALLY, WGO, SWBI 13F-HR 5/15/2023, 04:10 PM
Q4 2022 4 $309M BRKA, ALLY, WGO, SWBI 13F-HR 2/14/2023, 03:05 PM
Q3 2022 4 $301M +$3.28M -$8.55M -$5.27M BRKA, ALLY, WGO, SWBI 13F-HR 11/14/2022, 03:13 PM
Q2 2022 4 $323M +$13.6M +$13.6M BRKA, ALLY, WGO, SWBI 13F-HR 8/15/2022, 05:23 PM
Q1 2022 3 $390M +$7.15M +$7.15M BRKA, ALLY, WGO 13F-HR 5/16/2022, 04:09 PM
Q4 2021 3 $391M BRKA, ALLY, WGO 13F-HR 2/14/2022, 03:44 PM
Q3 2021 3 $386M ALLY, BRKA, WGO 13F-HR 11/15/2021, 03:16 PM
Q2 2021 3 $380M ALLY, BRKA, WGO 13F-HR 8/16/2021, 04:41 PM
Q1 2021 3 $362M ALLY, BRKA, WGO 13F-HR 5/17/2021, 04:23 PM
Q4 2020 3 $300M BRKA, ALLY, WGO 13F-HR 2/16/2021, 03:47 PM
Q3 2020 3 $247M BRKA, ALLY, WGO 13F-HR 11/16/2020, 03:08 PM
Q2 2020 3 $227M +$29.9M -$95.6M -$65.7M BRKA, WGO, ALLY 13F-HR 8/14/2020, 04:05 PM
Q1 2020 4 $198M +$59.9M -$1.63M +$58.3M BRKA, WGO, ALLY, NVR 13F-HR 5/15/2020, 04:17 PM
Q4 2019 3 $240M BRKA, WGO, BIDU 13F-HR 2/14/2020, 03:17 PM
Q3 2019 3 $202M BRKA, WGO, BIDU 13F-HR 11/14/2019, 03:20 PM
Q2 2019 3 $210M +$18.4M +$18.4M BRKA, WGO, BIDU 13F-HR 8/14/2019, 04:11 PM
Q1 2019 4 $212M +$55.7M +$55.7M BRKA, BIDU, WGO, PCG 13F-HR 5/15/2019, 04:04 PM
Q4 2018 3 $161M +$20.4M +$20.4M BRKA, BIDU, WFC 13F-HR 2/14/2019, 03:13 PM
Q3 2018 4 $163M BRKA, BIDU, WFCWS, WFC 13F-HR 11/14/2018, 03:16 PM
Q2 2018 5 $155M +$2K -$2.2K -$202 BRKA, BIDU, WFCWS, CVNA, WFC 13F-HR 8/14/2018, 04:14 PM
Q1 2018 4 $156M +$1.72M -$13.5M -$11.8M BRKA, BIDU, WFCWS, CVNA 13F-HR 5/15/2018, 04:10 PM
Q4 2017 3 $177M BRKA, BIDU, WFCWS 13F-HR 2/14/2018, 03:20 PM
Q3 2017 3 $165M -$15.3M -$15.3M BRKA, BIDU, WFCWS 13F-HR 11/14/2017, 03:29 PM
Q2 2017 3 $157M -$57.1M -$57.1M BRKA, BIDU, WFCWS 13F-HR 8/14/2017, 04:49 PM
Q1 2017 3 $209M -$12.9M -$12.9M BIDU, BRKA, WFCWS 13F-HR 5/15/2017, 04:18 PM
Q4 2016 3 $214M BRKA, BIDU, WFCWS 13F-HR 2/14/2017, 03:13 PM
Q3 2016 3 $200M +$1.3M +$1.3M BIDU, BRKA, WFCWS 13F-HR 11/14/2016, 03:39 PM
Q2 2016 3 $191M BIDU, BRKA, WFCWS 13F-HR 8/15/2016, 04:07 PM
Q1 2016 3 $207M +$37.1M +$37.1M BIDU, BRKA, WFCWS 13F-HR 5/16/2016, 04:06 PM
Q4 2015 5 $189M BRKA, BIDU, WFCWS, TROW, CRCM 13F-HR 2/16/2016, 03:04 PM
Q3 2015 7 $167M +$65.7M -$3.31M +$62.4M BRKA, BIDU, WFCWS, TROW, CRCM, CTCM 13F-HR 11/16/2015, 03:07 PM
Q2 2015 5 $116M +$552K +$552K BRKA, WFCWS, CTCM, CRCM, BRKB 13F-HR 8/14/2015, 04:04 PM
Q1 2015 4 $122M +$72K +$72K BRKA, WFCWS, CTCM, BRKB 13F-HR 5/15/2015, 03:08 PM
Q4 2014 3 $128M BRKA, WFCWS, CTCM 13F-HR 2/17/2015, 11:13 AM