Lou Simpson

Last Update: 2014-05-15

Number of Stocks: 13
Number of New Stocks: 0

Total Value: $2,298 Mil
Q/Q Turnover: 8%

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:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
BRK.B Berkshire Hathaway I... 2014-03-31 Add1.7%$108.78 - $125.2
($116.77)
$ 128.5810%Add 17.86%2,067,741
WFC Wells Fargo & Co 2014-03-31 Add1.32%$44.23 - $49.29
($46.49)
$ 51.0510%Add 12.68%5,411,418
USB U.S. Bancorp 2014-03-31 Add1.11%$38.78 - $43.42
($41.04)
$ 42.123%Add 15.28%4,487,836
ORCL Oracle Corporation 2014-03-31 Add1%$35.84 - $39.57
($38.02)
$ 40.015%Add 9.5%6,446,290
CCK Crown Holdings Inc 2014-03-31 Add0.93%$40.12 - $45.02
($43.45)
$ 51.4718%Add 15.59%3,555,521
BAM Brookfield Asset Man... 2014-03-31 Add0.81%$36.64 - $40.97
($38.88)
$ 44.3514%Add 14.43%3,593,327
UPS United Parcel Servic... 2014-03-31 Add0.8%$93.62 - $105.08
($97.71)
$ 104.066%Add 7.92%2,567,106
BRK.A Berkshire Hathaway I... 2014-03-31 Add0.1%$164075 - $187850
($175388)
$ 19303010%Add 57.14%33
MCO Moody's Corporation 2014-03-31 Reduce-1.86%$72.65 - $83.58
($78.3)
$ 90.3415%Reduce -24.81%1,510,532
SCHW Charles Schwab Corp 2014-03-31 Reduce-1.8%$23.65 - $28.53
($26.1)
$ 27.756%Reduce -19.34%6,068,306
VRX Valeant Pharmaceutic... 2014-03-31 Reduce-0.25%$112.62 - $148
($136.19)
$ 125.54-8%Reduce -2.65%1,614,593
USB U.S. Bancorp 2013-12-31 Add3.88%$35.7 - $40.6
($38.35)
$ 42.1210%Add 107.08%3,892,954
ORCL Oracle Corporation 2013-12-31 Add1.06%$32.19 - $37.99
($34.33)
$ 40.0116%Add 11.03%5,887,075
WFC Wells Fargo & Co 2013-12-31 Add1%$40.24 - $45.54
($43.18)
$ 51.0518%Add 10.58%4,802,387
UPS United Parcel Servic... 2013-12-31 Add0.9%$88.7 - $104.92
($98.5)
$ 104.066%Add 8.16%2,378,662
CCK Crown Holdings Inc 2013-12-31 Add0.72%$40.26 - $44.63
($42.77)
$ 51.4720%Add 12.38%3,076,100
BRK.B Berkshire Hathaway I... 2013-12-31 Add0.65%$111.37 - $118.04
($115.61)
$ 128.5811%Add 7.07%1,754,366
BAM Brookfield Asset Man... 2013-12-31 Add0.54%$37.29 - $40.69
($38.89)
$ 44.3514%Add 10.31%3,140,076
DTV Directv 2013-12-31 Reduce-4.07%$57.95 - $68.4
($63.98)
$ 86.936%Reduce -43.25%1,664,476
TEL TE Connectivity Ltd 2013-12-31 Reduce-3.95%$49.91 - $54.58
($52.56)
$ 64.322%Reduce -39.91%2,145,986
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.

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)
WFC5,411,418269,164
ORCL6,446,290263,718
BRK.B2,067,741258,406
UPS2,567,106249,985
VRX1,614,593212,826
USB4,487,836192,349
SCHW6,068,306165,847
CCK3,555,521159,074
BAM3,593,327146,749
TEL2,127,838128,117
» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 44% 44%
Technology 10.9% 10.9%
Healthcare 9.3% 9.3%
Consumer Cyclical 6.9% 6.9%
Real Estate 6.4% 6.4%
Communication Services 5.5% 5.5%
» More Sector Weightings

Lou Simpson's News:

» More Related News


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User Comments

Louienosuke
ReplyLouienosuke - 3 months ago
the avg cost for DTV is way off
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