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Focused investors/Norbert Lou

Norbert Lou - Punch Card Management

As of Q1 2026, Norbert Lou reported 5 long-equity positions worth $270.65M in aggregate.

Latest quarter
-2.61%
1-year
-8.49%
3-year
+32.56%
3-year top 5
+32.51%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Updated 2026-05-10 from SEC 13F data.

Live quotes available for 4 of 5 rows. Rows without a quote are marked unavailable.

1BRK-ABERKSHIRE HATHAWAY INC DEL53.59%-349$185.49M$531477.0052w: $393012.00 - $566570.00; reported $531477.00
2ALLYALLY FINL INC25.42%-3,297,917$87.99M$26.6852w: $21.59 - $35.78; reported $26.68
3WGOWINNEBAGO INDS INC17.12%-996,573$59.25M$59.4552w: $51.15 - $70.53; reported $59.45
4SWBISMITH & WESSON BRANDS INC3.13%-840,038$10.84MNo quoteNo quote
5SGOVISHARES TR0.73%New25,100$2.53M$100.6752w: $99.96 - $100.68; reported $100.67