What Norbert Lou Bought in Q1 2026

Punch Card Management · Quarterly 13F recap as filed with the SEC.

Period: 2026-03-31 · Filed · Historical

$270.6M

Total Value

5

Holdings

0

New Buys

1

Reduced

In Q1 2026, Norbert Lou reported 5 long equity positions worth $270.6M in their Punch Card Management 13F filing.

RankTickerCompanySharesValue% PortfolioChange
1BRK.ABerkshire Hathaway Inc. Class A145$104.1M38.47%
2CROXCROCS INC594570$49.4M18.24%
3SGOVISHARES TR460000$46.3M17.11%-18.7%
4PDDPDD HOLDINGS INC415004$42.4M15.67%
5PYPLPAYPAL HLDGS INC628907$28.4M10.51%