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Focused investors/Norbert Lou

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 2026-06-06 from SEC 13F data.

Live quotes available for 2 of 4 rows. Rows without a quote are marked unavailable.

1BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 08467010841.15%Reduce -4.9%349$93.29KNo quoteNo quote
2WGOWINNEBAGO INDS INC30.06%Reduce -57.1%1,022,953$68.15K$0.0752w: $16.94 - $72.65; reported $0.07
3ALLYALLY FINL INC28.78%Add +84.5%3,290,300$65.25K$0.0252w: $10.22 - $33.34; reported $0.02
4NVRNVR INC-Sold0$0No quoteNo quote