Hide

FocusBar

FeedbackFeedback
Subscribe to Premium Member
Lou Simpson

Lou Simpson

SQ Advisors, LLC
Last Update: 2013-05-15

Number of Stocks: 15
Number of New Stocks: 0

Total Value: $1,586 Mil
Q/Q Turnover: 19%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Add to Personalized Guru List Email Alerts RSS Update
Please Subscribe to see portfolio changes after 2013-03-31.

Plans start from as little as $299/year. 7-Day FREE TRIAL

Lou Simpson Sold :

Top Buys | Top Sells | Top Holdings
Download this portfolio to ExcelDownload (PremiumPremium Members Only)


TickerCompanyDate Action
 Impactdown Price Range
(Average)* 		Current Price Change from Average Comment Current Shares
DELL Dell Inc 2013-03-31 Sold Out -2.2%$10.14 - $14.51
($13.32)		 $ 13.370%Sold Out0
LOW Lowe's Companies Inc... 2013-03-31 Reduce-1.64%$34.76 - $39.79
($37.83)		 $ 42.8113%Reduce -23.13%1,844,639
FISV Fiserv, Inc. 2012-12-31 Reduce-3.58%$72.58 - $81.11
($76.21)		 $ 89.3517%Reduce -33.48%1,121,321
DELL Dell Inc 2012-12-31 Reduce-2.81%$8.86 - $10.67
($9.77)		 $ 13.3737%Reduce -56.24%2,604,689
LOW Lowe's Companies Inc... 2012-12-31 Reduce-2.66%$30.29 - $36.09
($33.45)		 $ 42.8128%Reduce -29.93%2,399,799
OAK Oaktree Capital Grou... 2012-09-30 Sold Out -0.06%$35.36 - $41
($37.56)		 $ 54.946%Sold Out0
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.
Total Records: 6

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)
BRK.B1,583,384164,989
ORCL5,019,659162,304
DTV2,865,413162,176
TEL3,491,828146,412
WFC3,590,497132,812
SCHW7,301,813129,169
VRX1,678,038125,905
MCO2,022,576107,844
CCK2,586,486107,624
FISV1,120,21698,412
» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 33.9% 33.9%
Consumer Cyclical 11.2% 11.2%
Communication Services 10.2% 10.2%
Healthcare 7.9% 7.9%
Technology 6.2% 6.2%
Real Estate 5.6% 5.6%
Energy 5.4% 5.4%
» More Sector Weightings

Lou Simpson's News:

» More Related News


Add Notes, Comments or Ask Questions

Please log in first

Comments

No comment yet
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names
Free 7-day Trial
FEEDBACK