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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 4 rows. Rows without a quote are marked unavailable.

1BRK-ABERKSHIRE HATHAWAY INC DEL47.17%-349$141.86M$406469.9152w: $395202.00 - $544389.00; reported $406469.91
2ALLYALLY FINL INC32.29%-3,489,438$97.11M$27.8352w: $27.77 - $56.28; reported $27.83
3WGOWINNEBAGO INDS INC17.63%Reduce -13.9%996,573$53.03M$53.2152w: $43.05 - $80.30; reported $53.21
4SWBISMITH & WESSON BRANDS INC2.90%Add +60.3%840,038$8.71MNo quoteNo quote