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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
+11.89%
1-year
+6.35%
3-year
+33.55%
5-year
+15.62%
3-year vs S&P 500
-39.70%
5-year vs S&P 500
-58.07%
5-year top 5
+15.57%

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 2026-09-19 from SEC 13F data.

Live quotes available for 3 of 3 rows. Rows without a quote are marked unavailable.

1BRK-ABERKSHIRE HATHAWAY INC DEL45.21%-349$111.68M$320000.0052w: $239440.00 - $347400.00; reported $320000.00
2ALLYALLY FINL INC33.39%-3,290,300$82.49M$25.0752w: $10.22 - $33.34; reported $25.07
3WGOWINNEBAGO INDS INC21.40%-1,022,953$52.86M$51.6752w: $16.94 - $72.65; reported $51.67