Norbert Lou Portfolio Concentration: 17.11% in SGOV
Analysis of Norbert Lou's Punch Card Management portfolio as of March 31, 2026, highlighting a significant position in SGOV.
As of March 31, 2026, Norbert Lou's portfolio at Punch Card Management shows a notable concentration in a single holding. The largest position is in SGOV, which accounts for 17.11% of the total portfolio value.
ISHARES TR (SGOV) is the dominant holding in this portfolio. The fund holds 460,000 shares, valued at $46,303,600. This position represents a significant allocation within the $270,645,674 portfolio.
For detailed information on Norbert Lou's investment activities, visit his profile at InsiderSet. To learn more about the SGOV holding, see the stock details at InsiderSet.
The data indicates a reduction in the number of SGOV shares held compared to the previous reporting period. The position decreased by 106,000 shares, representing an 18.73% reduction in the share count of this holding.