Top Funds / Punch Card Management L.P.


Norbert Lou

2020Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q2 $ vs. 2020Q2
Berkshire Hathaway Inc CL A 349 $111,680,000 45.21% No Change +$18,392,000
Ally Financial Inc. 3,290,300 $82,488,000 33.39% No Change +$17,241,000
WINNEBAGO INDUSTRIES INC 1,022,953 $52,856,000 21.40% No Change -$15,293,000