Norbert Lou - Punch Card Management
| History | Stock | % of Portfolio |
Recent Activity |
Shares | Avg. Buy Price* |
Value | Current Price |
+/- Since Buy |
52 Week Low |
52 Week High |
|---|---|---|---|---|---|---|---|---|---|---|
| ☰ | BRK.A - Berkshire Hathaway CL A | 38.47 | 145 | $226,000.00 | $104,130,300 | $744,850.00 | 229.58% | $685,150.00 | $775,000.00 | |
| ☰ | CROX - Crocs, Inc. | 18.24 | 594,570 | $98.44 | $49,361,201 | $130.46 | 32.52% | $73.21 | $134.77 | |
| ☰ | SGOV - iShares 0-3 Month Treasury Bond ETF | 17.11 | Reduce 18.73% | 460,000 | $100.71 | $46,303,600 | $100.52 | -0.19% | $96.76 | $100.52 |
| ☰ | PDD - PDD Holdings Inc. | 15.67 | 415,004 | $108.09 | $42,405,109 | $84.56 | -21.77% | $71.94 | $139.41 | |
| ☰ | PYPL - PayPal Holdings, Inc. | 10.51 | 628,907 | $74.32 | $28,445,464 | $47.65 | -35.89% | $38.22 | $78.82 |
* Avg. Buy Price is an estimated cost basis: the share-weighted average of the quarter-end prices reported when this
manager first bought or later added to the position (average-cost method, reset after a full exit). 13F filings disclose only
quarter-end holdings, not actual trade prices, so this approximates — but does not exactly equal — what was paid.
Sector % analysis
Financial Services
48.98
Consumer Cyclical
33.91
Unknown
17.11