Norbert Lou's Portfolio

Punch Card Management 13F holdings

What is Norbert Lou's portfolio?

Punch Card Management has disclosed a total of 5 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $270,645,674.

What stocks does Norbert Lou own?

In Norbert Lou's portfolio as of 31 Mar 2026, the 5 holdings are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (38.47%), (CROX) CROCS INC (18.24%), (SGOV) ISHARES 0-3 MONTH TREASURY B (17.11%), (PDD) PINDUODUO INC-ADR (15.67%) and (PYPL) PAYPAL HOLDINGS INC (10.51%).

To see the historical data of Punch Card Management's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Punch Card Management's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $270M+
Period: 2026 Q1
Number of stock: 5
Update: 15 May 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BRK.A
BERKSHIRE HATHAWAY INC CL-A
38.47%
145
$718,140.00
-
$104,130,300
CROX
CROCS INC
18.24%
594,570
$83.02
43.76% $119.35
$49,361,201
SGOV
ISHARES 0-3 MONTH TREASURY B
17.11%
460,000
$100.66
0.21% $100.45
$46,303,600
-18.73% (-106,000)
-3.94%
PYPL
PAYPAL HOLDINGS INC
10.51%
628,907
$45.23
8.71% $41.29
$28,445,464
PDD
PINDUODUO INC-ADR
15.67%
415,004
$102.18
-
$42,405,109
5 of 5

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.