Norbert Lou - Punch Card Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    5
Portfolio value:    $270,645,674
Holdings Activity Buys Sells    History
History Stock Activity Share change % change to portfolio
Q3 2025
CROX - Crocs Inc. Add 19.04% 101,142 2.62
FISV - Fiserv Inc. Buy 37,000 1.48
Q2 2025
PDD - Pinduoduo Inc. Add 35.29% 108,253 3.66
CROX - Crocs Inc. Buy 531,108 17.36
PYPL - PayPal Holdings Inc. Buy 650,447 15.60
Q1 2025
PDD - Pinduoduo Inc. Add 135.96% 176,751 9.66
Q4 2024
PDD - Pinduoduo Inc. Buy 130,000 4.00
Q2 2024
SGOV - Ishares 0 3 Month Treasury B Add 2,215.14% 556,000 16.55
Q3 2023
SGOV - Ishares 0 3 Month Treasury B Buy 25,100 0.73
Q3 2022
SWBI - Smith & Wesson Brands Inc Add 60.31% 316,038 1.09
Q2 2022
ALLY - Ally Financial Inc. Add 6.05% 199,138 2.07
WGO - Winnebago Industries Inc. Add 0.16% 1,900 0.03
SWBI - Smith & Wesson Brands Inc Buy 524,000 2.13
Q1 2022
WGO - Winnebago Industries Inc. Add 12.94% 132,421 1.83
Q2 2020
ALLY - Ally Financial Inc. Add 84.48% 1,506,747 13.18
Q1 2020
WGO - Winnebago Industries Inc. Add 71.44% 994,190 13.94
ALLY - Ally Financial Inc. Buy 1,783,553 12.97
NVR - NVR Inc. Buy 2,531 3.28
Q2 2019
WGO - Winnebago Industries Inc. Add 30.27% 323,357 5.96
BIDU - Baidu Inc. Add 18.78% 50,000 2.80
Q1 2019
WGO - Winnebago Industries Inc. Buy 1,068,193 15.70
PCG - PG&E Corp. Buy 1,257,938 10.57
Q4 2018
WFC - Wells Fargo Add 254,494.74% 96,708 2.77
BIDU - Baidu Inc. Add 60.83% 100,718 9.93
Q2 2018
WFC - Wells Fargo Buy 38 0.00
Q1 2018
CVNA - Carvana Co. Buy 375,560 1.11
Q3 2016
WFC.WS - Wells Fargo & Co New Add 7.14% 104,279 0.65
Q1 2016
BIDU - Baidu Inc. Add 55.27% 194,420 17.95
Q3 2015
CRCM - Care Com Inc Add 245.69% 228,980 0.70
BIDU - Baidu Inc. Buy 351,759 28.97
TROW - T. Rowe Price Group Buy 232,800 9.70
Q2 2015
CRCM - Care Com Inc Buy 93,198 0.48
Q1 2015
BRK.B - Berkshire Hathaway CL B Buy 500 0.06
Q4 2014
BRK.A - Berkshire Hathaway CL A Buy 373 65.61
WFC.WS - Wells Fargo & Co New Buy 1,459,516 24.27
CTCM - Ctc Media Inc Buy 2,669,630 10.12