Latticework
← Norbert Lou

Norbert Lou's 2024Q2 portfolio

Norbert Lou (Punch Card Management) held 2 positions as of Jun 30, 2024, with the largest position at 63.2% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (2)

  1. 1BRK/ABerkshire Hathaway Inc-cl A
    % port
    63.2%
    +7.8pp vs prior Qnow 38.5%
  2. 2SGOVIshares 0-3 Month Treasury B
    % port
    17.3%
    +16.7pp vs prior Qnow 17.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.