Norbert Lou's Punch Card Management Portfolio Highlights SGOV Reduction
As of March 31, 2026, Norbert Lou's Punch Card Management portfolio held significant exposure to SGOV, which saw a notable reduction in shares.
By Insiderset.May 16, 2026, 6:51 AM
As of March 31, 2026, Norbert Lou's Punch Card Management portfolio held a substantial position in SGOV, accounting for approximately 17.11% of the total portfolio value of $270.6 million.
The fund's stake in SGOV, represented by 460,000 shares valued at $46.3 million, experienced a significant reduction during the prior period. Lou decreased his holdings by 187,300 shares, marking an 18.73% decline in the position.
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