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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.

1BRK-ABERKSHIRE HATHAWAY INC DEL40.27%-349$157.28M$450661.8952w: $340816.00 - $455910.00; reported $450661.89
2ALLYALLY FINL INC40.11%-3,290,300$156.65M$47.6152w: $35.30 - $56.61; reported $47.61
3WGOWINNEBAGO INDS INC19.62%-1,022,953$76.64M$74.9252w: $60.22 - $87.53; reported $74.92