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
Holding/activity history for  Winnebago Industries Inc. (WGO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 7.15 SEC
2024   Q3 411,480 7.15 Reduce 58.71% 9.38 $58.11 $23,911,103 SEC
2024   Q2 996,573 15.97 $54.20 $54,014,257 SEC
2024   Q1 996,573 18.44 $74.00 $73,746,402 SEC
2023   Q4 996,573 19.06 $72.88 $72,630,240 SEC
2023   Q3 996,573 17.12 $59.45 $59,246,265 SEC
2023   Q2 996,573 19.14 $66.69 $66,461,453 SEC
2023   Q1 996,573 18.01 $57.70 $57,502,262 SEC
2022   Q4 996,573 17.01 $52.70 $52,519,397 SEC
2022   Q3 996,573 17.63 Reduce 13.89% 2.42 $53.21 $53,028,000 SEC
2022   Q2 1,157,274 17.41 Add 0.16% 0.03 $48.56 $56,197,000 SEC
2022   Q1 1,155,374 16.00 Add 12.94% 1.83 $54.03 $62,425,000 SEC
2021   Q4 1,022,953 19.62 $74.92 $76,640,000 SEC
2021   Q3 1,022,953 19.22 $72.45 $74,113,000 SEC
2021   Q2 1,022,953 18.31 $67.96 $69,520,000 SEC
2021   Q1 1,022,953 21.69 $76.71 $78,471,000 SEC
2020   Q4 1,022,953 20.44 $59.94 $61,316,000 SEC
2020   Q3 1,022,953 21.40 $51.67 $52,856,000 SEC
2020   Q2 1,022,953 30.06 Reduce 57.12% 19.10 $66.62 $68,149,000 SEC
2020   Q1 2,385,740 33.44 Add 71.44% 13.94 $27.81 $66,347,000 SEC
2019   Q4 1,391,550 30.67 $52.98 $73,724,000 SEC
2019   Q3 1,391,550 26.40 $38.35 $53,366,000 SEC
2019   Q2 1,391,550 25.65 Add 30.27% 5.96 $38.65 $53,783,000 SEC
2019   Q1 1,068,193 15.70 Buy 15.70 $31.15 $33,274,000 SEC