Norbert Lou
Punch Card Management
Punch Card Management Portfolio 13F
Norbert Lou Holdings Activity
- Portfolio value:
- $255.95M≈ (-$15M≈)
- Previous value:
- $270.65M≈
- # of changes:
- 2
- New positions:
- 0
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
Punch Card Management has disclosed a total of 2 changes to the portfolio in the latest (2026 Q2) SEC report(s): decreased the number of shares of 2 position(s).
What stocks is Norbert Lou buying now?
In the recent quarter Norbert Lou has not purchased any securities.
2 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Crocs Inc
|
-2.93%
|
-17,400
|
577,170
|
-0.78%
|
$120.64
|
+8.78%($131.24)
|
27.20%
|
2025 Q2
|
≈ 1.25 years
|
|
|
|
iShares 0-3 Month Treasury Bond ETF
|
-59.13%
|
-272,000
|
188,000
|
-10.12%
|
$100.67
|
-0.11%($100.56)
|
7.39%
|
2023 Q3
|
≈ 3.00 years
|
|
* 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.