Norbert Lou · Punch Card Management L.P.
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 5 |
| Portfolio value: | $301M |
| 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 | 36.38 | 145 | $754800.00 | $109,446,000 | $717387.00 | -4.96% | $685150.00 | $779853.00 | |
| 46436E718 · Ishares Tr | 18.88 | 566,000 | $100.38 | $56,815,080 | — | — | — | — | |
| CROX · Crocs Inc. | 16.90 | Reduce 5.96% | 594,570 | $85.52 | $50,847,626 | $103.63 | +21.18% | $73.21 | $122.84 |
| PDD · Pdd Holdings Inc. | 15.64 | 415,004 | $113.39 | $47,057,304 | $98.78 | -12.88% | $95.24 | $139.41 | |
| PYPL · Paypal Holdings, Inc. | 12.20 | Reduce 3.31% | 628,907 | $58.38 | $36,715,591 | $45.37 | -22.29% | $38.46 | $79.50 |
* 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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