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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 4 rows. Rows without a quote are marked unavailable.

1BRK-ABERKSHIRE HATHAWAY INC DEL44.22%-349$142.72M$408951.2952w: $396500.00 - $544389.00; reported $408951.29
2ALLYALLY FINL INC36.23%Add +6.0%3,489,438$116.93M$33.5152w: $31.66 - $56.28; reported $33.51
3WGOWINNEBAGO INDS INC17.41%Add +0.2%1,157,274$56.2M$48.5652w: $43.05 - $80.30; reported $48.56
4SWBISMITH & WESSON BRANDS INC2.13%New524,000$6.88MNo quoteNo quote