Lou Simpson

Last Update: 08-14-2015

Number of Stocks: 13
Number of New Stocks: 1

Total Value: $3,080 Mil
Q/Q Turnover: 9%

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
SCHW Charles Schwab Corp 2015-06-30 Add4.13%$29.77 - $33.53
($31.58)
$ 30.70-3%Add 47.91%12,029,706
AME Ametek Inc 2015-06-30 Buy 3.21%$51.71 - $55.38
($53.61)
$ 54.772%New holding1,802,037
ORCL Oracle Corporation 2015-06-30 Sold Out -3.13%$40.3 - $44.91
($43.37)
$ 37.46-14%Sold Out0
VRX Valeant Pharmaceuticals International Inc 2015-06-30 Reduce-1.16%$197.39 - $241.73
($221.34)
$ 236.127%Reduce 8.97%1,728,265
BRK.B Berkshire Hathaway Inc 2015-06-30 Add0.97%$136.11 - $148.31
($142.66)
$ 135.74-5%Add 9.51%2,533,937
BAM Brookfield Asset Management Inc 2015-06-30 Add0.53%$34.2 - $38.66
($36.25)
$ 32.04-12%Add 4.54%10,680,644
PCP Precision Castparts Corp 2015-06-30 Add0.15%$199.87 - $220.22
($209.95)
$ 229.9810%Add 1.67%1,374,773
WFC Wells Fargo & Co 2015-06-30 Reduce-0.13%$53.94 - $57.91
($55.73)
$ 53.54-4%Reduce 1.18%6,068,500
CCK Crown Holdings Inc 2015-06-30 Reduce-0.12%$52.91 - $56.63
($55.05)
$ 50.74-8%Reduce 1.56%4,132,906
UPS United Parcel Service Inc (UPS) 2015-06-30 Reduce-0.08%$95.38 - $102.13
($99.32)
$ 98.64-1%Reduce 1.44%1,571,253
USB U.S. Bancorp 2015-06-30 Reduce-0.07%$42.44 - $45.1
($43.71)
$ 42.59-3%Reduce 0.87%5,654,957
LBTYK Liberty Global PLC 2015-06-30 Reduce-0.01%$44.92 - $50.69
($47.68)
$ 45.79-4%Reduce 0.14%4,932,270
PCP Precision Castparts Corp 2015-03-31 Buy 9.75%$199.63 - $238.44
($212.18)
$ 229.988%New holding1,352,140
ORCL Oracle Corporation 2015-03-31 Reduce-8.27%$41.47 - $44.41
($43.34)
$ 37.46-14%Reduce 69.52%2,113,921
DTV Directv 2015-03-31 Sold Out -5.3%$84.57 - $88.95
($86.38)
$ 93.558%Sold Out0
BAM Brookfield Asset Management Inc 2015-03-31 Add4.31%$32.85 - $36.8
($35.3)
$ 32.04-9%Add 52.42%10,216,317
SCHW Charles Schwab Corp 2015-03-31 Add1.5%$25.96 - $31.05
($28.99)
$ 30.706%Add 21.45%8,132,923
VRX Valeant Pharmaceuticals International Inc 2015-03-31 Add0.71%$142.83 - $204.69
($177.4)
$ 236.1233%Add 5.81%1,898,540
USB U.S. Bancorp 2015-03-31 Add0.63%$40.94 - $45.12
($43.79)
$ 42.59-3%Add 7.90%5,704,686
WFC Wells Fargo & Co 2015-03-31 Add0.62%$50.72 - $56.17
($54.04)
$ 53.54-1%Add 5.69%6,140,747
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*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)
SCHW12,029,706392,770
VRX1,728,265383,849
BAM10,680,644373,125
BRK.B2,533,937344,894
WFC6,068,500341,292
PCP1,374,773274,776
USB5,654,957245,425
LBTYK4,932,270240,113
CCK4,132,906218,672
UPS1,571,253152,270
» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 43.1% 43.1%
Technology 17.1% 17.1%
Healthcare 12.5% 12.5%
Real Estate 12.1% 12.1%
Communication Services 8.1% 8.1%
Consumer Cyclical 7.1% 7.1%
» More Sector Weightings

Lou Simpson's News:

» More Related News


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User Comments

Louienosuke
ReplyLouienosuke - 1 year ago
the avg cost for DTV is way off
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