Lou Simpson

Last Update: 2014-11-14

Number of Stocks: 13
Number of New Stocks: 1

Total Value: $2,589 Mil
Q/Q Turnover: 10%

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
LBTYK Liberty Global PLC 2014-09-30 Buy 6.7%$39.71 - $43.35
($41.64)
$ 48.5316%New holding, 4220678 sh.4,220,678
VRX Valeant Pharmaceutic... 2014-09-30 Add1.01%$106.73 - $130.26
($118.9)
$ 146.0623%Add 12.4%1,815,916
USB U.S. Bancorp 2014-09-30 Add0.55%$40.68 - $43.59
($42.22)
$ 45.27%Add 7.05%5,114,744
SCHW Charles Schwab Corp 2014-09-30 Add0.44%$27.09 - $30.78
($28.34)
$ 29.96%Add 6.19%6,661,439
BAM Brookfield Asset Man... 2014-09-30 Add0.42%$43.7 - $48.41
($46.07)
$ 49.227%Add 6.41%4,031,685
ORCL Oracle Corporation 2014-09-30 Add0.32%$38.44 - $41.9
($40.52)
$ 4614%Add 3.21%6,924,339
WFC Wells Fargo & Co 2014-09-30 Add0.2%$49.7 - $53.36
($51.41)
$ 54.456%Add 1.78%5,754,537
CCK Crown Holdings Inc 2014-09-30 Add0.19%$44.91 - $51.47
($48.13)
$ 51.086%Add 2.99%3,875,876
BRK.B Berkshire Hathaway I... 2014-09-30 Add0.19%$125.43 - $141.28
($133.23)
$ 151.5614%Add 1.64%2,216,667
TEL TE Connectivity Ltd 2014-09-30 Sold Out -5.4%$57.87 - $64.97
($62.28)
$ 63.572%Sold Out0
BRK.B Berkshire Hathaway I... 2014-06-30 Add0.59%$121.7 - $129.06
($126.57)
$ 151.5620%Add 5.48%2,180,950
WFC Wells Fargo & Co 2014-06-30 Add0.52%$47.71 - $52.98
($50.23)
$ 54.458%Add 4.48%5,654,012
USB U.S. Bancorp 2014-06-30 Add0.51%$40.15 - $43.82
($41.71)
$ 45.28%Add 6.46%4,777,853
ORCL Oracle Corporation 2014-06-30 Add0.43%$38.98 - $42.81
($41.16)
$ 4612%Add 4.07%6,708,783
CCK Crown Holdings Inc 2014-06-30 Add0.42%$44.19 - $50.68
($47.94)
$ 51.086%Add 5.84%3,763,275
BAM Brookfield Asset Man... 2014-06-30 Add0.35%$40.84 - $44.51
($42.71)
$ 49.2215%Add 5.44%3,788,811
UPS United Parcel Servic... 2014-06-30 Add0.25%$95.78 - $104.08
($100.38)
$ 110.9610%Add 2.29%2,625,929
SCHW Charles Schwab Corp 2014-06-30 Add0.22%$24.81 - $27.9
($26.24)
$ 29.914%Add 3.37%6,272,954
BRK.A Berkshire Hathaway I... 2014-06-30 Reduce-0.1%$182760 - $193483
($189816)
$ 22788620%Reduce -36.36%21
BRK.B Berkshire Hathaway I... 2014-03-31 Add1.7%$108.78 - $125.2
($116.77)
$ 151.5630%Add 17.86%2,067,741
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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)
BRK.B2,216,667306,210
WFC5,754,537298,488
ORCL6,924,339265,064
UPS2,608,081256,348
VRX1,815,916238,296
USB5,114,744213,950
SCHW6,661,439195,780
BAM4,031,685181,290
LBTYK4,220,678173,111
CCK3,875,876172,554
» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 39.4% 39.4%
Technology 15.4% 15.4%
Communication Services 12.2% 12.2%
Healthcare 9.2% 9.2%
Real Estate 7% 7%
Consumer Cyclical 6.7% 6.7%
» More Sector Weightings

Lou Simpson's News:

» More Related News


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User Comments

Louienosuke
ReplyLouienosuke - 8 months ago
the avg cost for DTV is way off
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