One name, Berkshire Hathaway Inc (BRK-A), is 42.42% of what Norbert Lou's Punch Card Management reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 145 shares worth about $108.6M, the largest of 5 stock positions. Norbert Lou left the share count unchanged from the prior quarter.
What did the 2026 Q2 filing report for BRK-A?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 42.42% |
| Shares | 145 |
| Reported value | $108.6M |
| Rank in portfolio | 1st of 5 |
| Next largest holding | CROX at 27.2% |
| Top three holdings | 82% of the book |
| Change this quarter | unchanged |
How concentrated is Norbert Lou in BRK-A?
BRK-A at 42.42% is 2.1 times the average stock position in the Norbert Lou portfolio, which is 20%. The next largest holding is CROX at 27.2%. The three largest stocks together are 82% of the reported book. A quarter earlier BRK-A was 38.47% of the book.
Where does BRK-A sit in the Norbert Lou portfolio?
BRK-A is the largest of 5 stock positions in the Norbert Lou portfolio at 42.42%, above the fund's average stock position of 20%. Across the 2026 Q2 portfolio, Norbert Lou reported 5 stock positions, with no position opened or closed. The total portfolio value is about $256M, down 5% from the prior quarter.
How long has Norbert Lou held BRK-A?
Norbert Lou first reported BRK-A in the quarter ended December 31, 2014. The weight peaked at 75.42% in 2024 Q4. The share count was unchanged the quarter before. Every reported trade is on the Norbert Lou BRK-A trade history page.
Did other funds buy or sell BRK-A in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 12 hold BRK-A. The largest buyers of BRK-A this quarter were Christopher Bloomstran and Bruce Berkowitz. The largest sellers were Thomas Russo, Christopher Davis and Francois Rochon. Every tracked holder of BRK-A is on the BRK-A ownership page.
FAQ
What share of the Norbert Lou portfolio is BRK-A?
BRK-A is 42.42% of the Norbert Lou portfolio as of 2026 Q2, the largest of 5 stock positions.
What is the BRK-A stake of Norbert Lou worth?
Norbert Lou holds 145 shares of BRK-A, worth about $108.6M at June 30, 2026 prices, 42.42% of the reported portfolio.
What are the largest holdings of Norbert Lou?
The largest stock positions of Norbert Lou as of 2026 Q2 are BRK-A (42.42%), CROX (27.2%) and PDD (12.37%), together 82% of the book.
Did Norbert Lou's Punch Card Management change its BRK-A position in 2026 Q2?
Norbert Lou left the share count unchanged from the prior quarter.