Quarterly Portfolio Trends for Norbert Lou at Punch Card Management (Q1 2026)
Norbert Lou's portfolio value decreased to $270.6 million as of March 31, 2026, following a significant reduction in shares of SGOV.
As of March 31, 2026, Norbert Lou's portfolio held a total value of $270.6 million, reflecting a quarterly performance marked by notable shifts in holdings.
The most significant change during this period was a reduction in shares of SGOV (ISHARES TR (SGOV)). Lou's stake in this ETF decreased by 18.73%, amounting to a reduction of 106,000 shares. This resulted in a lower valuation for this position within the portfolio.
SGOV represented a substantial 17.11% allocation of the total portfolio value as of the reporting date. Beyond this change, the data provided does not indicate other major shifts in Lou's top holdings during this quarter.
For more detailed information on Norbert Lou's investment activities, visit his profile on Insiderset: https://www.insiderset.com/investor/norbert-lou-punch-card-management. You can also explore the investment of SGOV (ISHARES TR (SGOV)) directly at https://www.insiders.com/investors/stocks/SGOV.