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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 2026-06-06 from SEC 13F data.

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

1BRK-ABERKSHIRE HATHAWAY INC DEL38.47%-145$104.13M$718140.0052w: $685150.00 - $812855.00; reported $718140.00
2CROXCROCS INC18.24%-594,570$49.36M$83.0252w: $73.21 - $122.84; reported $83.02
3SGOVISHARES TR17.11%Reduce -18.7%460,000$46.3M$100.6652w: $100.27 - $100.74; reported $100.66
4PDDPDD HOLDINGS INC15.67%-415,004$42.41M$102.1852w: $87.11 - $139.41; reported $102.18
5PYPLPAYPAL HLDGS INC10.51%-628,907$28.45M$45.2352w: $38.46 - $79.50; reported $45.23