Lou Simpson

Last Update: 02-14-2017

Number of Stocks: 16
Number of New Stocks: 3

Total Value: $2,373 Mil
Q/Q Turnover: 19%

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
WFC Wells Fargo & Co 2016-12-31 Reduce-9.76%$43.75 - $57.29
($50.28)
$ 57.8115%Reduce -99.82%10,164
AAPL Apple Inc 2016-12-31 Buy 5.63%$105.71 - $118.25
($113.4)
$ 136.6621%New holding1,153,828
SCHW Charles Schwab Corp 2016-12-31 Reduce-5.3%$30.9 - $40.47
($35.73)
$ 41.1115%Reduce -38.20%6,821,241
CABO Cable One Inc 2016-12-31 Add4.89%$569.77 - $623.87
($593.76)
$ 637.377%Add 555.94%220,324
TYL Tyler Technologies Inc 2016-12-31 Buy 4.21%$141.13 - $171.15
($155.19)
$ 156.481%New holding700,149
AME AMETEK Inc 2016-12-31 Reduce-4.08%$44.1 - $51.05
($47.37)
$ 54.6315%Reduce -29.72%5,071,455
HXL Hexcel Corp 2016-12-31 Buy 3.49%$42.04 - $54.97
($48.09)
$ 54.2613%New holding1,610,367
BRK.B Berkshire Hathaway Inc 2016-12-31 Reduce-2.55%$142.95 - $166.62
($153.96)
$ 170.2211%Reduce -19.16%1,868,059
BAM Brookfield Asset Management Inc 2016-12-31 Reduce-2.15%$32.54 - $36.09
($34.17)
$ 36.356%Reduce -15.70%8,252,026
ALSN Allison Transmission Holdings Inc 2016-12-31 Reduce-1.16%$27.4 - $35.02
($31.12)
$ 36.7918%Reduce -17.00%4,975,971
WBC WABCO Holdings Inc 2016-12-31 Reduce-0.78%$96.6 - $113.51
($104.55)
$ 112.878%Reduce -12.61%1,189,107
ST Sensata Technologies Holding N.V. 2016-12-31 Add0.71%$35.48 - $41.14
($38.07)
$ 41.288%Add 19.02%2,718,858
LBTYK Liberty Global PLC 2016-12-31 Add0.34%$28.47 - $33.06
($30.72)
$ 36.2018%Add 3.27%8,486,630
LILAK LiLAC Group 2016-12-31 Reduce-0.28%$19.37 - $28.74
($23.43)
$ 25.278%Reduce -20.07%984,804
AXTA Axalta Coating Systems Ltd 2016-12-31 Add0.19%$24.53 - $28.11
($26.32)
$ 29.3812%Add 3.12%5,451,489
AXTA Axalta Coating Systems Ltd 2016-09-30 Buy 5.95%$26.05 - $28.97
($28)
$ 29.385%New holding5,286,522
ST Sensata Technologies Holding N.V. 2016-09-30 Buy 3.53%$34.5 - $39.9
($37.77)
$ 41.289%New holding2,284,420
CCK Crown Holdings Inc 2016-09-30 Sold Out -3.14%$49.75 - $57.09
($53.6)
$ 53.33-1%Sold Out0
BAM Brookfield Asset Management Inc 2016-09-30 Reduce-3.04%$32.54 - $35.49
($34.32)
$ 36.356%Reduce -18.17%9,788,595
USB US Bancorp 2016-09-30 Sold Out -2.64%$39.06 - $44.16
($42.48)
$ 55.1030%Sold Out0
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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.
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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:

» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 24.4% 24.4%
Communication Services 17.3% 17.3%
Technology 13.9% 13.9%
Consumer Cyclical 12.4% 12.4%
Real Estate 11.5% 11.5%
Basic Materials 6.2% 6.2%
» More Sector Weightings

Lou Simpson's News:

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