Norbert Lou
Punch Card Management
Value
300.9M
Stocks
5 Stocks (0 new)
Turnover
1.81%
CIK
1631664
Top Holdings
BRK.A(36.38%) SGOV(18.88%) CROX(16.90%) PDD(15.64%) PYPL(12.20%)
About Investor
Established investor leading Punch Card Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Norbert Lou Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| BRK.A | - | BERKSHIRE HATHAWAY INC DEL | Financials | 109.4M | 145.0 | 36.4% | 0 | No Change | 1,076,597.8M |
| SGOV | - | ISHARES TR | Other | 56.8M | 566.0K | 18.9% | 0 | No Change | 70,885.7M |
| CROX | - | CROCS INC | Consumer Discretionary | 50.8M | 594.6K | 16.9% | -37,680 | -6.0% | 5,083.6M |
| PDD | - | PDD HOLDINGS INC | Consumer Discretionary | 47.1M | 415.0K | 15.6% | 0 | No Change | 146,642.4M |
| PYPL | - | PAYPAL HLDGS INC | Financials | 36.7M | 628.9K | 12.2% | -21,540 | -3.3% | 38,895.1M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
| No top buys data available | ||||||
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Consumer Discretionary | 31.4% | 32.5% | +1.2% |
| Financials | 49.7% | 48.6% | -1.1% |
| Industrials | 0.5% | 0.0% | -0.5% |
| Other | 18.4% | 18.9% | +0.5% |
