Punch Card Management · portfolio as of Q2 2026, filed Aug 14, 2026
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
2 of 4 holdings are Undervalued or On Sale by our valuation (59% of the money).
On Sale: PDD.
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 1 not valued.
Norbert Lou's portfolio holds 5 stocks worth $256.0M at the end of Q2 2026. The largest positions are BRK-A, CROX, PDD, PYPL and SGOV.
We didn't record any new positions or additions in Q2 2026.
In Q2 2026, Norbert Lou trimmed SGOV.
BRK-A and PDD are Undervalued or On Sale by our valuation.
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →