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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Sectors
This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.
Sector breakdown
- Financial Services(2)49.0%
- Consumer Cyclical(2)33.9%
- Unclassified(1)17.1%