As of Q1 2026, this manager reported 5 long-equity positions worth $270.65M in aggregate.
As of Q1 2026, Norbert Lou's Punch Card Management held 5 long-equity positions with a reported value of $270.65M.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
The manager reported no buys this quarter.