$BRKA — investor discussion on X

Most active voices on $BRKA

@hedgevision · Hedge Vision · 2 mentions · 23.5K followers
@mikezaccardi · Mike Zaccardi, CFA, CMT 🍖 · 2 mentions · 78.9K followers
@deepvaluebagger · DVB · 1 mentions · 54.1K followers
@koyfincharts · Koyfin · 1 mentions · 74.5K followers
@maverick_equity · Maverick Equity Research · 1 mentions · 9.9K followers
@don7spy · DON7SPY · 1 mentions · 8.9K followers
@ragingventures · Raging Capital Ventures · 1 mentions · 58.1K followers
@brettgardner_10 · Brett G · 1 mentions · 3.9K followers

Market feed · Market voices · SpikePanel

$BRKA — investor discussion on X

Most active voices on $BRKA

@hedgevision · Hedge Vision · 2 mentions · 23.5K followers
@mikezaccardi · Mike Zaccardi, CFA, CMT 🍖 · 2 mentions · 78.9K followers
@deepvaluebagger · DVB · 1 mentions · 54.1K followers
@koyfincharts · Koyfin · 1 mentions · 74.5K followers
@maverick_equity · Maverick Equity Research · 1 mentions · 9.9K followers
@don7spy · DON7SPY · 1 mentions · 8.9K followers
@ragingventures · Raging Capital Ventures · 1 mentions · 58.1K followers
@brettgardner_10 · Brett G · 1 mentions · 3.9K followers

Market feed · Market voices · SpikePanel

$BRKA

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Community

AI synthesis + sources

A concentrated 13F filing shows a significant holding in $BRKA, indicating a strong conviction from the fund manager. The filing details the fund's top positions and recent portfolio adjustments.

Main discussion

Norbert Lou's Punch Card fund holds $BRKA as its largest position at 42.42% in its Q2 13F filing.
The fund's portfolio is extremely concentrated with only five total positions listed.

View 1 source posts· AI-organized · For reference only, not investment advice

@hedgevision· 23.5K followers
Norbert Lou’s Punch Card files its Q2 13F, remains extremely concentrated with just one change. 5 Total Positions: 1. $BRKA, 42.42% 2. $CROX, 27.20% 3. $PDD, 12.37% 4. $PYPL, 10.61% 5. $SGOV, 7.39% -Top Buys: None -Top Sales: $SGOV -Top New Positions: None Entire Portfolio 🔽 http

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