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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 2 of 7 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 39.01% | - | 373 | $73.78M | No quote | No quote |
| 2 | BIDU | BAIDU INC | 35.16% | - | 351,759 | $66.5M | $189.04 | No quote |
| 3 | WFCWS | WELLS FARGO & CO NEW | 15.81% | - | 1,459,516 | $29.91M | No quote | No quote |
| 4 | TROW | PRICE T ROWE GROUP INC | 8.80% | - | 232,800 | $16.64M | $71.49 | No quote |
| 5 | CRCM | CARE COM INC | 1.22% | - | 322,178 | $2.31M | No quote | No quote |
| 7 | CTCM | CTC MEDIA INC | - | Sold | 0 | $0 | No quote | No quote |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | - | Sold | 0 | $0 | No quote | No quote |