Lou Simpson

Last Update: 11-14-2016

Number of Stocks: 13
Number of New Stocks: 3

Total Value: $2,512 Mil
Q/Q Turnover: 13%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Lou Simpson Bought 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
ALSN Allison Transmission Holdings Inc 2016-09-30 Add1.61%$26.9 - $30.41
($28.21)
$ 33.9320%Add 30.65%5,995,111
LILAK LiLAC Group 2016-09-30 Add1.14%$27.23 - $36.67
($31.25)
$ 20.37-35%Add 480.83%1,232,104
LBTYK Liberty Global Group 2016-03-31 Add0.92%$26.96 - $35.77
($31.16)
$ 28.65-8%Add 7.91%10,083,292
VRX Valeant Pharmaceuticals International Inc 2015-12-31 Add2.51%$70.32 - $182.32
($111.15)
$ 15.45-86%Add 38.18%2,698,614
LBTYK Liberty Global Group 2015-12-31 Add0.47%$33.34 - $39.6
($36.93)
$ 28.65-22%Add 4.32%9,343,930
BRK.B Berkshire Hathaway Inc 2015-12-31 Add0.33%$129.53 - $138.4
($134.28)
$ 159.3919%Add 2.78%2,768,922
WFC Wells Fargo & Co 2015-12-31 Add0.27%$51.26 - $55.97
($54.36)
$ 53.58-1%Add 2.36%6,451,411
USB US Bancorp 2015-12-31 Add0.18%$40.5 - $44.36
($42.79)
$ 50.0017%Add 6.59%2,079,725
AME AMETEK Inc 2015-12-31 Add0.15%$52.91 - $56.86
($54.91)
$ 48.01-13%Add 1.01%8,218,156
SCHW Charles Schwab Corp 2015-12-31 Add0.1%$27.6 - $34.51
($31.74)
$ 38.7622%Add 0.75%12,553,775
AME AMETEK Inc 2015-09-30 Add11.13%$50.83 - $57.5
($53.93)
$ 48.01-11%Add 351.47%8,135,680
LBTYK Liberty Global Group 2015-09-30 Add4.18%$36.19 - $44.65
($41.39)
$ 28.65-31%Add 61.45%8,956,922
BAM Brookfield Asset Management Inc 2015-09-30 Add2.91%$29.91 - $36.18
($33.2)
$ 32.54-2%Add 25.84%13,440,590
VRX Valeant Pharmaceuticals International Inc 2015-09-30 Add1.35%$158.08 - $262.52
($233.19)
$ 15.45-93%Add 13.00%1,952,983
BRK.B Berkshire Hathaway Inc 2015-09-30 Add0.7%$127.74 - $144.51
($137)
$ 159.3916%Add 6.32%2,694,091
SCHW Charles Schwab Corp 2015-09-30 Add0.41%$27.28 - $35.42
($32.09)
$ 38.7621%Add 3.58%12,460,227
WFC Wells Fargo & Co 2015-09-30 Add0.4%$50.02 - $58.52
($54.99)
$ 53.58-3%Add 3.85%6,302,428
SCHW Charles Schwab Corp 2015-06-30 Add4.13%$29.77 - $33.53
($31.58)
$ 38.7623%Add 47.91%12,029,706
BRK.B Berkshire Hathaway Inc 2015-06-30 Add0.97%$136.11 - $148.31
($142.66)
$ 159.3912%Add 9.51%2,533,937
BAM Brookfield Asset Management Inc 2015-06-30 Add0.53%$34.2 - $38.66
($36.25)
$ 32.54-10%Add 4.54%10,680,644
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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)
SCHW11,038,493348,485
AME7,215,840344,773
BAM9,788,595344,237
BRK.B2,310,668333,822
LBTYK8,217,679271,512
WFC5,549,293245,723
ALSN5,995,111171,940
WBC1,360,622154,471
AXTA5,286,522149,450
ST2,284,42088,590
» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 37.1% 37.1%
Real Estate 13.7% 13.7%
Technology 13.7% 13.7%
Consumer Cyclical 13% 13%
Communication Services 13% 13%
Basic Materials 5.9% 5.9%
Healthcare 0% 0%
» More Sector Weightings

Lou Simpson's News:

» More Related News


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