What Norbert Lou Bought in Q2 2026

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

Period: 2026-06-30 · Filed

$256.0M

Total Value

5

Holdings

0

New Buys

2

Reduced

In Q2 2026, Norbert Lou reported 5 long equity positions worth $256.0M in their Punch Card Management 13F filing.

RankTickerCompanySharesValue% PortfolioChange
1BRK.ABerkshire Hathaway Inc. Class A145$108.6M42.42%
2CROXCROCS INC577170$69.6M27.20%-2.9%
3PDDPDD HOLDINGS INC415004$31.7M12.37%
4PYPLPAYPAL HLDGS INC628907$27.2M10.61%
5SGOVISHARES TR188000$18.9M7.39%-59.1%