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 2026-06-06 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 |