Punch Card Management (Norbert Lou)
Punch Card Management (Norbert Lou) (Punch Card Management L.P.) reported 5 positions worth $256.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: BRK-A (42.4%). Biggest move: reduce SGOV ($27.4M).
Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Himalaya Capital (Li Lu) | 18.2% | CROX, PDD |
| Greenlea Lane Capital (Josh Tarasoff) | 15.4% | BRK-A, SGOV |
| Aquamarine (Guy Spier) | 9.1% | BRK-A |
| Chou Associates (Francis Chou) | 5.9% | BRK-A, PYPL |
| Fairholme Capital (Bruce Berkowitz) | 5.9% | BRK-A |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Punch Card Management (Norbert Lou) hold as of Q2 2026?
Punch Card Management (Norbert Lou) reported 5 positions worth $256.0M in its Q2 2026 13F filing. Largest positions: BRK-A (42.4%), CROX (27.2%), PDD (12.4%), PYPL (10.6%) and SGOV (7.4%).
What did Punch Card Management (Norbert Lou) buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Punch Card Management (Norbert Lou) sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.