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Norbert Lou 13F Holdings | Portfolio Q1 2026

Norbert Lou

Founder, Punch Card Management

AUM: $270.65MPositions: 5Latest: Q1 2026

Norbert Lou runs Punch Card Management, named after Buffett's '20-slot punch card' idea. Famous for legendary early bets (NVR at 10x earnings) and an extreme low-activity style — the portfolio often holds just 3-5 stocks and files nearly identical 13Fs for years.

Top 10 Holdings

BRK/A

BERKSHIRE HATHAWAY INC DEL

CL A

$104.13M

38.47% of portfolio

CROX

CROCS INC

COM

$49.36M

18.24% of portfolio

SGOV

ISHARES TR

0-3 MNTH TREASRY

$46.30M

17.11% of portfolio

PDD

PDD HOLDINGS INC

Other Investors

Bill Ackman Ray Dalio Michael Burry Ken Griffin Steve Cohen Jim Simons Dan Loeb Stanley Druckenmiller Stephen Mandel Andreas Halvorsen Philippe Laffont Chase Coleman