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 2026-05-11 from SEC 13F data.
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