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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
+11.65%
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 2026-05-30 from SEC 13F data.

Live quotes available for 3 of 4 rows. Rows without a quote are marked unavailable.

1BRK-ABERKSHIRE HATHAWAY INC DEL72.10%-349$241.22M$691180.0052w: $502000.00 - $741971.00; reported $691180.00
2SGOVISHARES TR17.49%-581,100$58.53M$100.7252w: $100.04 - $100.75; reported $100.72
3WGOWINNEBAGO INDS INC7.15%Reduce -58.7%411,480$23.91M$58.1152w: $49.68 - $75.42; reported $58.11
4SWBISMITH & WESSON BRANDS INC3.26%-840,038$10.9MNo quoteNo quote