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 2026-06-06 from SEC 13F data.
Live quotes available for 5 of 7 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 33.92% | - | 145 | $109.36M | $754200.00 | |
| 2 | SGOV | ISHARES TR | 17.68% | - | 566,000 | $57M | $100.70 | |
| 3 | PDD | PDD HOLDINGS INC | 17.01% | - | 415,004 | $54.85M | $132.17 | |
| 4 | CROX | CROCS INC | 16.38% | Add +19.0% | 632,250 | $52.82M | $83.55 | |
| 5 | PYPL | PAYPAL HLDGS INC | 13.53% | - | 650,447 | $43.62M | $67.06 | |
| 6 | FI | FISERV INC | 1.48% | New | 37,000 | $4.77M | No quote | No quote |
| 7 | SWBI | SMITH & WESSON BRANDS INC | - | Sold | 0 | $0 | No quote | No quote |