Norbert Lou Portfolio Holdings

Punch Card Management L.P.

  • $322 Million
  • Q3 2025

Punch Card Management L.P., under direction of Norbert Lou has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $322 Million distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $109M, Ishares Trishares 0 3 Mnth Tre with a value of $57M, Pinduoduo Inc. with a value of $54.9M, Crocs, Inc. with a value of $52.8M, and Pay Pal Holdings, Inc. with a value of $43.6M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $310M to 322M.

Punch Card Management L.P. is based out at Winter Park, FL

Below you can find more details about Norbert Lou portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
Financial Services: $153 Million
Consumer Cyclical: $108 Million
ETFs: $57 Million
Technology: $4.63 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Norbert Lou

Norbert Lou

Norbert Lou is the founder and chief investment officer of Punch Card Management, a successful investment firm that focuses on value investing. Lou is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $322 Million
  • Prior Value $310 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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