Top Funds / Punch Card Management L.P.


Norbert Lou

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
BERKSHIRE HATHAWAY INC CL A 349 $121,387,000 40.46% No Change +$9,707,000
Ally Financial Inc. 3,290,300 $117,332,000 39.11% No Change +$34,844,000
WINNEBAGO INDUSTRIES INC 1,022,953 $61,316,000 20.44% No Change +$8,460,000