Norbert Lou - Punch Card Management – Largest Position Reductions (2025 Q4)
This report summarizes the most meaningful reductions and sell-offs made by Norbert Lou - Punch Card Management in 2025 Q4. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| CROX | 594,570 | $85.52 | Reduced | -5.96% | 16.89% | $50.85M | 2025 Q4 |
| PYPL | 628,907 | $58.38 | Reduced | -3.31% | 12.20% | $36.72M | 2025 Q4 |
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