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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
+11.89%
1-year
+6.35%
3-year
+33.55%
5-year
+15.62%
3-year vs S&P 500
-39.70%
5-year vs S&P 500
-58.07%
5-year top 5
+15.57%

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 2026-09-19 from SEC 13F data.

Live quotes available for 3 of 3 rows. Rows without a quote are marked unavailable.

1ALLYALLY FINL INC43.20%-3,290,300$163.99M$49.8452w: $18.72 - $56.61; reported $49.84
2BRK-ABERKSHIRE HATHAWAY INC DEL38.49%-349$146.09M$418601.7252w: $266357.00 - $445000.00; reported $418601.72
3WGOWINNEBAGO INDS INC18.31%-1,022,953$69.52M$67.9652w: $44.33 - $87.53; reported $67.96