One name, Crocs Inc (CROX), is 27.2% 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 577K shares worth about $69.6M, the 2nd largest of 5 stock positions. Norbert Lou trimmed the share count by 3% in 2026 Q2.
What did the 2026 Q2 filing report for CROX?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 27.2% |
| Shares | 577K |
| Reported value | $69.6M |
| Rank in portfolio | 2nd of 5 |
| Largest holding | BRK-A at 42.42% |
| Top three holdings | 82% of the book |
| Change this quarter | -3% shares |
How concentrated is Norbert Lou in CROX?
CROX at 27.2% is 1.4 times the average stock position in the Norbert Lou portfolio, which is 20%. The largest holding is BRK-A at 42.42%. The three largest stocks together are 82% of the reported book. A quarter earlier CROX was 18.24% of the book.
Where does CROX sit in the Norbert Lou portfolio?
CROX ranks 2nd of 5 stock positions in the Norbert Lou portfolio at 27.2%, above the fund's average stock position of 20%. The CROX cut was the 2nd largest of the quarter's 2 position changes by percent change to portfolio. 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 CROX?
Norbert Lou first reported CROX in the quarter ended June 30, 2025. The current weight is the highest the fund has reported for the name. The share count was unchanged the quarter before. Every reported trade is on the Norbert Lou CROX trade history page.
Did other funds buy or sell CROX in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 5 hold CROX. The largest buyers of CROX this quarter were Charles Jigarjian, Tweedy and Browne Co All Funds (US). The largest seller was Bill Miller. Every tracked holder of CROX is on the CROX ownership page.
FAQ
What share of the Norbert Lou portfolio is CROX?
CROX is 27.2% of the Norbert Lou portfolio as of 2026 Q2, the 2nd largest of 5 stock positions.
What is the CROX stake of Norbert Lou worth?
Norbert Lou holds 577K shares of CROX, worth about $69.6M at June 30, 2026 prices, 27.2% 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 CROX position in 2026 Q2?
Norbert Lou trimmed the share count by 3% in 2026 Q2.