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User

Norbert Lou

Punch Card Management

Norbert Lou Crocs Inc stake

total: 19

Punch Card Management CROX trades

Total transactions:
3
New positions:
1
Added:
1
Reduced:
1
Held since:
2025 Q2
Held for:
4 quarters
Latest activity:
2025 Q4
According to 2026 Q1 report, Norbert Lou holds 594,570 Crocs Inc (CROX) shares with a market value of roughly $49.36M accounting for 18.24% of the overall portfolio. To date, the estimated cost basis is nearly $98.44 for "buy" trades and estimated average "sell" price is $85.52. Punch Card Management first purchased CROX in 2025 Q2, initially acquiring 531,108 shares. Since the initial investment in Crocs Inc (CROX), Punch Card Management has made 2 more transactions.

How many CROX shares does Norbert Lou currently hold?

According to 2026 Q1 report, Norbert Lou holds 594,570 shares of Crocs Inc (CROX), valued at around $49.36M.

When did Norbert Lou buy Crocs Inc (CROX)?

Norbert Lou first invested in Crocs Inc (CROX) in 2025 Q2 at the reported quarter-end price of $101.28 per share.

What's the cost basis of Punch Card Management's CROX stake?

The estimated cost basis for Crocs Inc (CROX) stake is around $98.44 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$98.44
Weighted AVG sell price:
$85.52

Norbert Lou's historical trades in Crocs Inc

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q4
16.90%
594,570
$85.52
$50,847,626
-5.96% (-37,680)
-1%
2025 Q3
16.38%
632,250
$83.55
$52,824,488
+19.04% (+101,142)
+2.62%
2025 Q2
17.36%
531,108
$101.28
$53,790,618
new
+17.36%
* Shares, change to shares, sold shares, shares held after: 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.