Norbert Lou Portfolio Update: March 2026 Holdings

Punch Card Management's portfolio valued at $270.6M as of March 31, 2026. Significant decrease in shares of SGOV.

By AI Generated.May 17, 2026, 12:55 AM
Norbert Lou Portfolio Update: March 2026 Holdings

Punch Card Management's portfolio, managed by Norbert Lou, was valued at $270.6 million as of March 31, 2026.

Lou's top holding is SGOV (ISHARES TR (SGOV)), which decreased by 18.73% in shares during the reporting period, representing a reduction of 106,000 shares. This position currently accounts for 17.11% of the total portfolio value.

SGOV is categorized under the sector: Not Available.