Norbert Lou · Punch Card Management L.P.
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 6 |
| Portfolio value: | $310M |
Viewing historical Q2 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| BRK-A · Berkshire Hathaway Inc. Del | 34.10 | 145 | $728800.00 | $105,676,000 | $717387.00 | -1.57% | $685150.00 | $779853.00 | |
| 46436E718 · Ishares Tr | 18.39 | Reduce 2.60% | 566,000 | $100.69 | $56,990,540 | — | — | — | — |
| CROX · Crocs Inc. | 17.36 | New | 531,108 | $101.28 | $53,790,618 | $103.63 | +2.32% | $73.21 | $122.84 |
| PYPL · Paypal Holdings, Inc. | 15.60 | New | 650,447 | $74.32 | $48,341,221 | $45.37 | -38.95% | $38.46 | $79.50 |
| PDD · Pdd Holdings Inc. | 14.02 | Add 35.29% | 415,004 | $104.66 | $43,434,319 | $98.78 | -5.62% | $95.24 | $139.41 |
| SWBI · Smith & Wesson Brands Inc. | 0.53 | Reduce 70.73% | 189,933 | $8.68 | $1,648,618 | — | — | — | — |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
3 sectors represented
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Ranked by number of overlapping positions in current portfolios
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