Lou Simpson

Last Update: 2014-08-14

Number of Stocks: 13
Number of New Stocks: 0

Total Value: $2,453 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2014-06-30.

Plans start from as little as $349/year. 7-Day FREE TRIAL

Lou Simpson Latest Trades these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
BRK.B Berkshire Hathaway I... 2014-06-30 Add0.59%$121.7 - $129.06
($126.57)
$ 137.258%Add 5.48%2,180,950
WFC Wells Fargo & Co 2014-06-30 Add0.52%$47.71 - $52.98
($50.23)
$ 51.442%Add 4.48%5,654,012
USB U.S. Bancorp 2014-06-30 Add0.51%$40.15 - $43.82
($41.71)
$ 42.281%Add 6.46%4,777,853
ORCL Oracle Corporation 2014-06-30 Add0.43%$38.98 - $42.81
($41.16)
$ 41.531%Add 4.07%6,708,783
CCK Crown Holdings Inc 2014-06-30 Add0.42%$44.19 - $50.68
($47.94)
$ 48.271%Add 5.84%3,763,275
BAM Brookfield Asset Man... 2014-06-30 Add0.35%$40.84 - $44.51
($42.71)
$ 47.7512%Add 5.44%3,788,811
UPS United Parcel Servic... 2014-06-30 Add0.25%$95.78 - $104.08
($100.38)
$ 97.33-3%Add 2.29%2,625,929
SCHW Charles Schwab Corp 2014-06-30 Add0.22%$24.81 - $27.9
($26.24)
$ 28.519%Add 3.37%6,272,954
BRK.A Berkshire Hathaway I... 2014-06-30 Reduce-0.1%$182760 - $193483
($189816)
$ 2058808%Reduce -36.36%21
BRK.B Berkshire Hathaway I... 2014-03-31 Add1.7%$108.78 - $125.2
($116.77)
$ 137.2518%Add 17.86%2,067,741
WFC Wells Fargo & Co 2014-03-31 Add1.32%$44.23 - $49.29
($46.49)
$ 51.4411%Add 12.68%5,411,418
USB U.S. Bancorp 2014-03-31 Add1.11%$38.78 - $43.42
($41.04)
$ 42.283%Add 15.28%4,487,836
ORCL Oracle Corporation 2014-03-31 Add1%$35.84 - $39.57
($38.02)
$ 41.539%Add 9.5%6,446,290
CCK Crown Holdings Inc 2014-03-31 Add0.93%$40.12 - $45.02
($43.45)
$ 48.2711%Add 15.59%3,555,521
BAM Brookfield Asset Man... 2014-03-31 Add0.81%$36.64 - $40.97
($38.88)
$ 47.7523%Add 14.43%3,593,327
UPS United Parcel Servic... 2014-03-31 Add0.8%$93.62 - $105.08
($97.71)
$ 97.330%Add 7.92%2,567,106
BRK.A Berkshire Hathaway I... 2014-03-31 Add0.1%$164075 - $187850
($175388)
$ 20588017%Add 57.14%33
MCO Moody's Corporation 2014-03-31 Reduce-1.86%$72.65 - $83.58
($78.3)
$ 93.5720%Reduce -24.81%1,510,532
SCHW Charles Schwab Corp 2014-03-31 Reduce-1.8%$23.65 - $28.53
($26.1)
$ 28.519%Reduce -19.34%6,068,306
VRX Valeant Pharmaceutic... 2014-03-31 Reduce-0.25%$112.62 - $148
($136.19)
$ 117.3-14%Reduce -2.65%1,614,593
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)
WFC5,654,012297,175
BRK.B2,180,950276,021
ORCL6,708,783271,907
UPS2,625,929269,578
USB4,777,853206,977
VRX1,615,549200,765
CCK3,763,275187,261
SCHW6,272,954168,931
BAM3,788,811166,877
DTV1,646,368139,958
» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 44.3% 44.3%
Technology 11% 11%
Healthcare 8.2% 8.2%
Consumer Cyclical 7.6% 7.6%
Real Estate 6.8% 6.8%
Communication Services 5.7% 5.7%
» More Sector Weightings

Lou Simpson's News:

» More Related News


Add Notes, Comments or Ask Questions

User Comments

Louienosuke
ReplyLouienosuke - 4 months ago
the avg cost for DTV is way off
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK