Skip to main content
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.

Get email alerts when Norbert Lou files a new 13F — sign in or create a free account.

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 DEL47.32%-349$184.59M$528919.7752w: $385702.00 - $544389.00; reported $528919.77
2ALLYALLY FINL INC36.67%-3,290,300$143.06M$43.4852w: $39.85 - $56.61; reported $43.48
3WGOWINNEBAGO INDS INC16.00%Add +12.9%1,155,374$62.43M$54.0352w: $51.94 - $85.15; reported $54.03