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
Q1 2026
SGOV - Ishares 0 3 Month Treasury B Reduce 18.73% 106,000 3.54
Q4 2025
PYPL - PayPal Holdings Inc. Reduce 3.31% 21,540 0.45
CROX - Crocs Inc. Reduce 5.96% 37,680 0.98
FISV - Fiserv Inc. Sell 100.00% 37,000 1.48
Q3 2025
SWBI - Smith & Wesson Brands Inc Sell 100.00% 189,933 0.53
Q2 2025
SGOV - Ishares 0 3 Month Treasury B Reduce 2.60% 15,100 0.70
SWBI - Smith & Wesson Brands Inc Reduce 70.73% 459,023 1.97
Q1 2025
BRK.A - Berkshire Hathaway CL A Reduce 58.45% 204 44.09
Q4 2024
SWBI - Smith & Wesson Brands Inc Reduce 22.75% 191,082 0.74
WGO - Winnebago Industries Inc. Sell 100.00% 411,480 7.15
Q3 2024
WGO - Winnebago Industries Inc. Reduce 58.71% 585,093 9.38
Q2 2024
ALLY - Ally Financial Inc. Sell 100.00% 2,160,534 21.93
Q1 2024
ALLY - Ally Financial Inc. Reduce 28.22% 849,202 7.78
Q4 2023
ALLY - Ally Financial Inc. Reduce 8.74% 288,181 2.22
Q2 2023
ALLY - Ally Financial Inc. Reduce 5.49% 191,521 1.53
Q3 2022
WGO - Winnebago Industries Inc. Reduce 13.89% 160,701 2.42
Q2 2020
BRK.A - Berkshire Hathaway CL A Reduce 4.90% 18 2.47
WGO - Winnebago Industries Inc. Reduce 57.12% 1,362,787 19.10
NVR - NVR Inc. Sell 100.00% 2,531 3.28
Q1 2020
BRK.A - Berkshire Hathaway CL A Reduce 1.61% 6 0.85
BIDU - Baidu Inc. Sell 100.00% 316,295 16.63
Q2 2019
PCG - PG&E Corp. Sell 100.00% 1,257,938 10.57
Q1 2019
WFC - Wells Fargo Sell 100.00% 96,746 2.77
Q4 2018
WFC.WS - Wells Fargo Co New Sell 100.00% 277,905 3.29
Q3 2018
CVNA - Carvana Co. Sell 100.00% 375,560 2.02
Q2 2018
WFC.WS - Wells Fargo Co New Reduce 0.04% 100 0.00
Q1 2018
WFC.WS - Wells Fargo Co New Reduce 71.70% 704,219 10.95
Q3 2017
BIDU - Baidu Inc. Reduce 27.11% 61,582 7.00
Q2 2017
BIDU - Baidu Inc. Reduce 58.41% 319,020 26.31
Q1 2017
WFC.WS - Wells Fargo & Co New Reduce 37.19% 581,571 5.79
Q1 2016
TROW - T. Rowe Price Group Sell 100.00% 232,800 8.80
CRCM - Care Com Inc Sell 100.00% 322,178 1.22
Q4 2015
CTCM - Ctc Media Inc Sell 100.00% 776,580 0.81
BRK.B - Berkshire Hathaway CL B Sell 100.00% 500 0.04
Q3 2015
CTCM - Ctc Media Inc Reduce 70.91% 1,893,050 3.71