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
- +11.65%
- 1-year
- +6.11%
- 3-year
- +33.26%
- 5-year
- +15.37%
- 3-year vs S&P 500
- -39.98%
- 5-year vs S&P 500
- -58.31%
- 5-year top 5
- +15.32%
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 2026-05-30 from SEC 13F data.
Live quotes available for 5 of 6 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 34.10% | - | 145 | $105.68M | $728800.00 | |
| 2 | SGOV | ISHARES TR | 18.39% | Reduce -2.6% | 566,000 | $56.99M | $100.69 | |
| 3 | CROX | CROCS INC | 17.36% | New | 531,108 | $53.79M | $101.28 | |
| 4 | PYPL | PAYPAL HLDGS INC | 15.60% | New | 650,447 | $48.34M | $74.32 | |
| 5 | PDD | PDD HOLDINGS INC | 14.02% | Add +35.3% | 415,004 | $43.43M | $104.66 | |
| 6 | SWBI | SMITH & WESSON BRANDS INC | 0.53% | Reduce -70.7% | 189,933 | $1.65M | No quote | No quote |