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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 DEL75.42%-349$237.64M$680920.0052w: $539496.00 - $741971.00; reported $680920.00
2SGOVISHARES TR18.50%-581,100$58.3M$100.3252w: $100.15 - $100.75; reported $100.32
3PDDPDD HOLDINGS INC4.00%New130,000$12.61M$96.9952w: $88.01 - $164.69; reported $96.99
4SWBISMITH & WESSON BRANDS INC2.08%Reduce -22.8%648,956$6.56MNo quoteNo quote
5WGOWINNEBAGO INDS INC-Sold0$0No quoteNo quote