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Focused investors/Norbert Lou

Norbert Lou - Punch Card Management

As of Q1 2026, this manager reported 5 long-equity positions worth $270.65M in aggregate.

As of Q1 2026, Norbert Lou's Punch Card Management held 5 long-equity positions with a reported value of $270.65M.

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Updated 2026-05-30 from SEC 13F data.

Live quotes available for 4 of 5 rows. Rows without a quote are marked unavailable.

1BRK-ABERKSHIRE HATHAWAY INC DEL55.36%-349$221.42M$634440.0052w: $464694.00 - $647039.00; reported $634440.00
2ALLYALLY FINL INC21.93%Reduce -28.2%2,160,534$87.7M$40.5952w: $22.54 - $41.56; reported $40.59
3WGOWINNEBAGO INDS INC18.44%-996,573$73.75M$74.0052w: $54.70 - $75.42; reported $74.00
4SWBISMITH & WESSON BRANDS INC3.65%-840,038$14.58MNo quoteNo quote
5SGOVISHARES TR0.63%-25,100$2.53M$100.7152w: $100.04 - $100.74; reported $100.71