Punch Card Management 13F, Q2 2023

Name: Punch Card Management 13F holdings, Q2 2023
Creator: Punch Card Management

Norbert Lou · quarter ending 30 June 2023 · filed 14 August 2023 · SEC CIK 1631664

$347.21M

Filed US book

Positions

52.0%

Largest position

Common stock only: shares the fund reported owning at the quarter end, valued as filed.

Largest positions, Q2 2023

Weights are against the whole filed book.

Company	Ticker	Value	% of book
BERKSHIRE HATHAWAY INC DEL	BRK/A	$180.72M	52.0%
ALLY FINL INC	ALLY	$89.08M	25.7%
WINNEBAGO INDS INC	WGO	$66.46M	19.1%
SMITH & WESSON BRANDS INC	SWBI	$10.95M	3.1%

This is the earliest Punch Card Management 13F we hold, so there is no earlier filing here to compare it with.

Other quarters

Q3 2023 →Norbert Lou's latest portfolio

Source: SEC Form 13F-HR, accession 0001398344-23-014860, filed by Punch Card Management L.P.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.