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Focused investors/Norbert Lou

Norbert Lou - Punch Card Management

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

As of Q1 2026, Norbert Lou's Punch Card Management held 5 long-equity positions with a reported value of $270.65M.

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Updated 2026-05-30 from SEC 13F data.

Live quotes available for 3 of 5 rows. Rows without a quote are marked unavailable.

1BRK-ABERKSHIRE HATHAWAY INC DEL63.17%-349$213.67M$612241.0052w: $502000.00 - $741971.00; reported $612241.00
2SGOVISHARES TR17.30%Add +2215.1%581,100$58.52M$100.7152w: $100.04 - $100.75; reported $100.71
3WGOWINNEBAGO INDS INC15.97%-996,573$54.01M$54.2052w: $51.02 - $75.42; reported $54.20
4SWBISMITH & WESSON BRANDS INC3.56%-840,038$12.05MNo quoteNo quote
5ALLYALLY FINL INC-Sold0$0No quoteNo quote