Lou Simpson

Last Update: 02-17-2015

Number of Stocks: 12
Number of New Stocks: 0

Total Value: $2,631 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

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
MCO Moody's Corporation 2014-12-31 Sold Out -5.5%$90.19 - $101.84
($97.12)
$ 104.407%Sold Out0
UPS United Parcel Service Inc (UPS) 2014-12-31 Reduce-3.72%$94.67 - $112.45
($105.7)
$ 95.38-11%Reduce -37.57%1,628,151
LBTYK Liberty Global PLC 2014-12-31 Add0.83%$40.35 - $49.92
($45.24)
$ 48.707%Add 10.66%4,670,392
BAM Brookfield Asset Management Inc 2014-12-31 Add0.83%$43.65 - $50.41
($48.11)
$ 57.3716%Add 10.84%4,468,564
USB U.S. Bancorp 2014-12-31 Add0.29%$38.94 - $45.91
($43.1)
$ 42.44-2%Add 3.36%5,286,776
DTV Directv 2014-12-31 Reduce-0.16%$82.56 - $87.89
($86.05)
$ 86.601%Reduce -2.88%1,594,678
WFC Wells Fargo & Co 2014-12-31 Add0.12%$47.85 - $55.71
($52.99)
$ 54.052%Add 0.96%5,810,016
VRX Valeant Pharmaceuticals International Inc 2014-12-31 Reduce-0.11%$113.56 - $146.39
($134.66)
$ 205.3234%Reduce -1.19%1,794,227
BRK.B Berkshire Hathaway Inc 2014-12-31 Reduce-0.09%$134.7 - $152.67
($144.49)
$ 140.70-3%Reduce -0.79%2,199,264
ORCL Oracle Corporation 2014-12-31 Add0.02%$37.56 - $46.23
($40.74)
$ 43.005%Add 0.18%6,936,506
LBTYK Liberty Global PLC 2014-09-30 Buy 6.7%$39.71 - $43.35
($41.64)
$ 48.7014%New holding4,220,678
TEL TE Connectivity Ltd 2014-09-30 Sold Out -5.4%$57.87 - $64.97
($62.28)
$ 69.7811%Sold Out0
VRX Valeant Pharmaceuticals International Inc 2014-09-30 Add1.01%$106.73 - $130.26
($118.9)
$ 205.3242%Add 12.40%1,815,916
USB U.S. Bancorp 2014-09-30 Add0.55%$40.68 - $43.59
($42.22)
$ 42.441%Add 7.05%5,114,744
SCHW Charles Schwab Corp 2014-09-30 Add0.44%$27.09 - $30.78
($28.34)
$ 30.256%Add 6.19%6,661,439
BAM Brookfield Asset Management Inc 2014-09-30 Add0.42%$43.7 - $48.41
($46.07)
$ 57.3720%Add 6.41%4,031,685
ORCL Oracle Corporation 2014-09-30 Add0.32%$38.44 - $41.9
($40.52)
$ 43.006%Add 3.21%6,924,339
WFC Wells Fargo & Co 2014-09-30 Add0.2%$49.7 - $53.36
($51.41)
$ 54.055%Add 1.78%5,754,537
CCK Crown Holdings Inc 2014-09-30 Add0.19%$44.91 - $51.47
($48.13)
$ 54.3311%Add 2.99%3,875,876
BRK.B Berkshire Hathaway Inc 2014-09-30 Add0.19%$125.43 - $141.28
($133.23)
$ 140.705%Add 1.64%2,216,667
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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.B2,199,264330,219
WFC5,810,016318,505
ORCL6,936,506311,935
VRX1,794,227256,978
USB5,286,776237,641
LBTYK4,670,392225,627
BAM4,468,564224,139
SCHW6,696,279202,161
CCK3,927,546199,912
UPS1,628,151181,002
» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 41.6% 41.6%
Communication Services 13.9% 13.9%
Healthcare 9.8% 9.8%
Real Estate 8.5% 8.5%
Consumer Cyclical 7.6% 7.6%
Technology 6.9% 6.9%
» 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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