Lou Simpson

Last Update: 05-16-2016

Number of Stocks: 12
Number of New Stocks: 1

Total Value: $2,673 Mil
Q/Q Turnover: 7%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Lou Simpson Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
WBC WABCO Holdings Inc 2016-03-31 Buy 6.01%$84.83 - $107.02
($94.45)
$ 95.141%New holding1,502,238
UPS United Parcel Service Inc 2016-03-31 Sold Out -4.82%$88.7 - $106.1
($97.06)
$ 104.838%Sold Out0
LBTYK Liberty Global PLC 2016-03-31 Add0.92%$30.32 - $40.77
($35.04)
$ 29.04-17%Add 7.91%8,964,759
BAM Brookfield Asset Management Inc 2016-03-31 Reduce-0.51%$27.3 - $34.98
($30.62)
$ 33.249%Reduce -3.63%12,941,247
BRK.B Berkshire Hathaway Inc 2016-03-31 Reduce-0.5%$124.13 - $142.46
($132.4)
$ 140.956%Reduce -4.11%2,655,010
AME AMETEK Inc 2016-03-31 Reduce-0.49%$44.75 - $53.59
($47.71)
$ 45.33-5%Reduce -3.37%7,941,279
WFC Wells Fargo & Co 2016-03-31 Reduce-0.45%$45.16 - $54.36
($49.02)
$ 46.16-6%Reduce -3.86%6,202,092
VRX Valeant Pharmaceuticals International Inc 2016-03-31 Reduce-0.36%$26.3 - $102.4
($74.84)
$ 20.58-73%Reduce -3.97%2,591,399
CCK Crown Holdings Inc 2016-03-31 Reduce-0.31%$44.21 - $50.7
($46.94)
$ 50.658%Reduce -5.92%2,961,483
SCHW Charles Schwab Corp 2016-03-31 Reduce-0.3%$22.22 - $32.93
($26.45)
$ 26.32-0%Reduce -2.18%12,279,954
USB US Bancorp 2016-03-31 Reduce-0.17%$37.45 - $42.67
($39.92)
$ 40.331%Reduce -5.68%1,961,608
LILAK Liberty Global PLC 2016-03-31 Reduce-0.03%$34.22 - $43
($37.22)
$ 34.22-8%Reduce -7.72%226,820
VRX Valeant Pharmaceuticals International Inc 2015-12-31 Add2.51%$70.32 - $182.32
($111.15)
$ 20.58-81%Add 38.18%2,698,614
PCP Precision Castparts Corp 2015-12-31 Sold Out -0.7%$229.96 - $232.11
($231.16)
$ 234.952%Sold Out0
LBTYK Liberty Global PLC 2015-12-31 Add0.47%$37.5 - $44.54
($41.48)
$ 29.04-30%Add 4.32%8,307,414
CCK Crown Holdings Inc 2015-12-31 Reduce-0.4%$47.04 - $53.97
($50.98)
$ 50.65-1%Reduce -7.65%3,147,736
BRK.B Berkshire Hathaway Inc 2015-12-31 Add0.33%$129.53 - $138.4
($134.28)
$ 140.955%Add 2.78%2,768,922
WFC Wells Fargo & Co 2015-12-31 Add0.27%$51.26 - $55.97
($54.36)
$ 46.16-15%Add 2.36%6,451,411
USB US Bancorp 2015-12-31 Add0.18%$40.5 - $44.36
($42.79)
$ 40.33-6%Add 6.59%2,079,725
UPS United Parcel Service Inc 2015-12-31 Reduce-0.17%$96.23 - $106.8
($102.16)
$ 104.833%Reduce -3.32%1,509,570
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Lou Simpson's Profile:

Buffett met Simpson in 1996 when he was CEO of Geico's capital operations and Buffett was completing his purchase of Geico. Impressed with his track record, Buffett kept Simpson on as chief investment officer.

At his retirement from Berkshire subsidiary Geico in 2010, Simpson managed more than $4 billion worth of stocks. Throughout his time with Berkshire, Simpson and Buffett’s stock picks overlapped sometimes due to similarities in their thinking, but both men clearly had independent processes and disagreed with each other sometimes as well.

Before joining GEICO in 1979 as senior vice president and chief investment officer, Simpson was president and CEO of Western Asset Management, a partner at Stein Roe and Farnham, and an economics instructor at Princeton University.

» More Profile & Performance

Lou Simpson's Current Portfolio:

Ticker Shares Value ($1000)
BAM12,941,247450,550
AME7,941,279396,905
BRK.B2,655,010376,693
SCHW12,279,954344,084
LBTYK8,964,759336,716
WFC6,202,092299,933
WBC1,502,238160,619
CCK2,961,483146,860
USB1,961,60879,622
VRX2,591,39968,166
» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 41.3% 41.3%
Real Estate 16.9% 16.9%
Technology 14.9% 14.9%
Communication Services 12.9% 12.9%
Consumer Cyclical 11.5% 11.5%
Healthcare 2.5% 2.5%
» More Sector Weightings

Lou Simpson's News:

» More Related News


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