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← Norbert Lou

Norbert Lou's 2024Q3 portfolio

Norbert Lou (Punch Card Management) held 2 positions as of Sep 30, 2024, with the largest position at 72.1% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but 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 Sep 30, 2024 (2)

  1. 1BRK/ABerkshire Hathaway Inc-cl A
    % port
    72.1%
    +8.9pp vs prior Qnow 38.5%
  2. 2SGOVIshares 0-3 Month Treasury B
    % port
    17.5%
    +0.2pp 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.