Norbert Lou - Punch Card Management
As of Q2 2026, Norbert Lou reported 5 long-equity positions worth $255.95M in aggregate.
Copy-investor backtest
- Latest quarter
- +11.65%
- 1-year
- +6.11%
- 3-year
- +33.26%
- 5-year
- +15.37%
- 3-year vs S&P 500
- -39.98%
- 5-year vs S&P 500
- -58.31%
- 5-year top 5
- +15.32%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | Reduce -59.1% | 7.39% | 188,000 | $18.93M | $100.67 | $100.38 - $100.68(97%)$100.39 -> $100.67 |
| CROX | CROCS INC | Reduce -2.9% | 27.20% | 577,170 | $69.63M | $120.64 | $81.13 - $129.79(81%)$83.56 -> $120.64 |