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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:
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Lou Simpson Latest Trades :

Top Buys | Top Sells | Top Holdings
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Total Records: 33   Page:1 2 Next Page
TickerCompanyDate Action
 Impactdown Price Range
(Average)* 		Current Price Change from Average Comment Current Shares
DTV Directv 2013-03-31 Add4.02%$47.77 - $57.24
($51.9)		 $ 63.9723%Add 64.93%2,865,413
ORCL Oracle Corporation 2013-03-31 Add3.97%$31.25 - $36.34
($34.76)		 $ 34.12-2%Add 63.69%5,019,659
MCO Moody's Corporation 2013-03-31 Add2.89%$43.37 - $55.35
($50.8)		 $ 66.9832%Add 73.97%2,022,576
WFC Wells Fargo & Co 2013-03-31 Add1.88%$34.18 - $38.2
($35.63)		 $ 40.112%Add 28.79%3,590,497
CCK Crown Holdings Inc 2013-03-31 Add1.12%$36.81 - $41.61
($39.01)		 $ 43.7212%Add 19.76%2,586,486
BRK.B Berkshire Hathaway I... 2013-03-31 Add1.11%$89.7 - $104.2
($98.85)		 $ 111.8513%Add 11.98%1,583,384
BAM Brookfield Asset Man... 2013-03-31 Add1%$34.279 - $37.484
($36.21)		 $ 37.383%Add 21.77%2,430,551
VRX Valeant Pharmaceutic... 2013-03-31 Add0.91%$59.77 - $75.02
($67.07)		 $ 74.8212%Add 12.98%1,678,038
SCHW Charles Schwab Corp 2013-03-31 Add0.86%$14.36 - $18.11
($16.54)		 $ 19.0615%Add 11.84%7,301,813
CVE Cenovus Energy, Inc. 2013-03-31 Add0.85%$30.77 - $34.25
($32.62)		 $ 29.91-8%Add 18.67%2,765,467
TEL TE Connectivity Ltd 2013-03-31 Add0.85%$36.88 - $42.54
($40)		 $ 45.514%Add 10.24%3,491,828
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)		 $ 42.9714%Reduce -23.13%1,844,639
MCO Moody's Corporation 2012-12-31 Buy 4.9%$43.98 - $51.54
($47.21)		 $ 66.9842%New holding, 1162592 sh.1,162,592
ORCL Oracle Corporation 2012-12-31 Add2.62%$29.58 - $34.09
($31.49)		 $ 34.128%Add 44.58%3,066,630
BAM Brookfield Asset Man... 2012-12-31 Add0.19%$32.87 - $37.14
($34.64)		 $ 37.388%Add 3.14%1,995,948
VRX Valeant Pharmaceutic... 2012-12-31 Add0.15%$53.32 - $61.03
($56.64)		 $ 74.8232%Add 2.02%1,485,191
SCHW Charles Schwab Corp 2012-12-31 Add0.13%$12.5 - $14.47
($13.37)		 $ 19.0643%Add 1.76%6,528,961
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
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: 33   Page:1 2 Next Page

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


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