Punch Card Management (Norbert Lou)
Punch Card Management L.P. · CIK 0001631664 · WINTER PARK, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗Value Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$256.0M
2026 Q2
Positions
5
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
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Upgrade to ProRelated 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
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.