Norbert Lou, revealed in a recent regulatory filing his newest positions. In his Punch Card Management’s portfolio you can find the top 3 holdings based on Lou’s 13F filings as of December 31, 2021.
I also made more detailed analysis of the top 5 holdings. Check here for latest Norbert Lou Portfolio Analysis.
|No.||Stock||Class||Value||% of total portfolio||Shares||Price per share*|
|1||BERKSHIRE HATHAWAY INC DEL||CL A||157,281,000||40.3||349||450661.89|
|2||ALLY FINL INC||COM||156,651,000||40.1||3,290,300||47.61|
|3||WINNEBAGO INDS INC||COM||76,640,000||19.6||1,022,953||74.92|
*Price per share is the stock price on the date of the portfolio.