PUNCH CARD MANAGEMENT other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm


Number of Employees:

4

of those in investment advisory functions:

4


Registration:

SEC, Approved, 4/22/2014

Other registrations (1)
AUM:

588,346,236 10.69%

of that, discretionary:

588,346,236 10.69%

Private Fund GAV:

588,346,236 10.69%

Avg Account Size:

588,346,236 10.69%


SMA’s:

NO

Private Funds:

1

Contact Info

407 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
711M 609M 508M 406M 305M 203M 102M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Top-Performing Punch Card Buys a New Holding
08/24/2022

The hedge fund has added to its concentrated portfolioRelated Stocks: ALLY, BRK.A, BRK.B, SWBI, WGO,

gurufocus.com

YMCA gives late April events update, announces return of several programs
04/05/2021

The race is a fundraiser to benefit the annual campaign, which funds various programs and scholarships provided ... Non-members can purchase a punch card for $30, which is good for 10 visits. Tee ball and baseball is making a return as the registration ...

kentuckynewera.com

Havasu Chamber expo on healthy biz practices coming up
04/01/2021

With the workforce getting ready to head back into the workplace after over a year of working at home the Lake Havasu Chamber of Commerce is holding an event to

havasunews.com

My Own Votes, Four of Them, Were Flipped Yesterday Before My Very Eyes
04/01/2021

As a fairly well-known Election Integrity journalist who has personally covered, for years, the myriad election woes of thousands (if not millions) of voters around the country who have tried to bring seemingly endless stories of votes flipped on e-voting ...

bradblog.com

Voting machine concerns persist
03/31/2021

Topeka? After the hanging chads of the 2000 presidential election, many states got rid of their punch-card ballot systems in favor of touchscreen computer voting machines. But now, across the ...

www2.ljworld.com

Best Online Payroll Services For Companies And Small Business 2021
03/30/2021

Payroll-Experts.org Has Listed ADP And Paychex Flex As The Best Payroll Software Services for 2021, Ensure Accuracy with the Best Payroll Services By Payroll Experts. Payroll Experts is on a mission to make the payroll dilemma of small scale businesses easier and helps them make an excellent choice to boost loyalty in employees.

ipsnews.net


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $588,346,236

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
084670108 BERKSHIRE HATHAWAY INC DEL $213,672,109 63.00% -3.00% 0.00%
46436E718 ISHARES TR $58,522,581 17.00% 2215.00% 2215.00%
974637100 WINNEBAGO INDS INC $54,014,257 16.00% -27.00% 0.00%
831754106 SMITH & WESSON BRANDS INC $12,046,145 4.00% -17.00% 0.00%

Brochure Summary

Overview

Advisory Services 4. A. Advisory Firm Description Punch Card Management, LP (“Punch Card”) was formed in 2004 as an investment adviser to a private fund, Punch Card Capital, LP (the “Fund”). Norbert Lou is the principal owner of Punch Card. 4.B Types of Advisory Services Punch Card provides investment advisory and management services on a discretionary basis to the Fund, which is a private pooled investment vehicle organized as a domestic limited partnership. 4.C. Client Investment Objectives/Restrictions Investments for the Fund are
managed in accordance with the Fund’s specific investment objectives, strategies and restrictions. Investments are not tailored to the individualized needs of any particular investor in the Fund (each, an “Investor”). Investors may not impose restrictions on investing in certain securities or certain types of securities. 4.D. Wrap-Fee Programs Punch Card does not participate in any wrap fee programs. 4.E. Assets Under Management As of December 31, 2023, Punch Card had $588,346,236 in assets under management. All assets are managed on a discretionary basis.