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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 2026-06-06 from SEC 13F data.

Live quotes available for 5 of 6 rows. Rows without a quote are marked unavailable.

1BRK-ABERKSHIRE HATHAWAY INC DEL36.38%-145$109.45M$754800.0052w: $660640.00 - $812855.00; reported $754800.00
2SGOVISHARES TR18.88%-566,000$56.82M$100.3852w: $100.27 - $100.74; reported $100.38
3CROXCROCS INC16.90%Reduce -6.0%594,570$50.85M$85.5252w: $73.21 - $122.84; reported $85.52
4PDDPDD HOLDINGS INC15.64%-415,004$47.06M$113.3952w: $87.11 - $139.41; reported $113.39
5PYPLPAYPAL HLDGS INC12.20%Reduce -3.3%628,907$36.72M$58.3852w: $55.85 - $93.25; reported $58.38
6FIFISERV INC-Sold0$0No quoteNo quote