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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 DEL40.46%-349$121.39M$347813.7552w: $239440.00 - $352500.00; reported $347813.75
2ALLYALLY FINL INC39.11%-3,290,300$117.33M$35.6652w: $10.22 - $35.92; reported $35.66
3WGOWINNEBAGO INDS INC20.44%-1,022,953$61.32M$59.9452w: $16.94 - $72.65; reported $59.94