Norbert Lou - Punch Card Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 5
Portfolio value: $270,645,674
Holding/activity history for Carvana Co. (CVNA)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2018 Q3 |
0 |
0.00 |
Sell 100.00%
|
2.02 |
|
|
SEC |
| 2018 Q2 |
375,560 |
2.02 |
|
|
$8.32 |
$3,125,000 |
SEC |
| 2018 Q1 |
375,560 |
1.11 |
Buy
|
1.11 |
$4.59 |
$1,722,000 |
SEC |