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Focused investors/Norbert Lou

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 3 rows. Rows without a quote are marked unavailable.

1ALLYALLY FINL INC41.11%-3,290,300$148.75K$0.0552w: $11.90 - $47.30; reported $0.05
2BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 08467010837.20%-349$134.61KNo quoteNo quote
3WGOWINNEBAGO INDS INC21.69%-1,022,953$78.47K$0.0852w: $25.55 - $87.53; reported $0.08