What did Norbert Lou buy in Q2 2026?

Norbert Lou disclosed no new buys in the Q2 2026 13F.

What did Norbert Lou sell in Q2 2026?

Norbert Lou exited 5 positions (BRK/A, CROX, SGOV, PDD, PYPL) and trimmed 0.

What Norbert Lou bought and sold in Q2 2026

In Q2 2026, Norbert Lou (Punch Card Management) exited 5 (BRK/A, CROX, SGOV).

0New0Added0Trimmed5Exited

Share𝕏 in

Exited (5)

BRK/ABerkshire Hathaway Inc-cl Awas 38.5% of book
CROXCrocs Incwas 18.2% of book
SGOVIshares 0-3 Month Treasury Bwas 17.1% of book
PDDPdd Holdings Incwas 15.7% of book
PYPLPaypal Holdings Incwas 10.5% of book

Norbert Lou's other filings

Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Norbert Lou's full portfolio →The whole cohort in Q2 2026 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.