Lou Simpson

Last Update: 2015-02-17

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:
Please Subscribe to see portfolio changes after 2014-12-31.

Plans start from as little as $349/year. 7-Day FREE TRIAL

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
LBTYK Liberty Global PLC 2014-12-31 Add0.83%$40.35 - $49.92
($45.24)
$ 52.1715%Add 10.66%4,670,392
BAM Brookfield Asset Man... 2014-12-31 Add0.83%$43.65 - $50.41
($48.11)
$ 54.2813%Add 10.84%4,468,564
USB U.S. Bancorp 2014-12-31 Add0.29%$38.94 - $45.91
($43.1)
$ 44.614%Add 3.36%5,286,776
WFC Wells Fargo & Co 2014-12-31 Add0.12%$47.85 - $55.71
($52.99)
$ 54.793%Add 0.96%5,810,016
VRX Valeant Pharmaceutic... 2014-09-30 Add1.01%$106.73 - $130.26
($118.9)
$ 197.4866%Add 12.4%1,815,916
USB U.S. Bancorp 2014-09-30 Add0.55%$40.68 - $43.59
($42.22)
$ 44.616%Add 7.05%5,114,744
SCHW Charles Schwab Corp 2014-09-30 Add0.44%$27.09 - $30.78
($28.34)
$ 29.344%Add 6.19%6,661,439
BAM Brookfield Asset Man... 2014-09-30 Add0.42%$43.7 - $48.41
($46.07)
$ 54.2818%Add 6.41%4,031,685
ORCL Oracle Corporation 2014-09-30 Add0.32%$38.44 - $41.9
($40.52)
$ 43.828%Add 3.21%6,924,339
WFC Wells Fargo & Co 2014-09-30 Add0.2%$49.7 - $53.36
($51.41)
$ 54.797%Add 1.78%5,754,537
CCK Crown Holdings Inc 2014-09-30 Add0.19%$44.91 - $51.47
($48.13)
$ 5310%Add 2.99%3,875,876
BRK.B Berkshire Hathaway I... 2014-09-30 Add0.19%$125.43 - $141.28
($133.23)
$ 147.4111%Add 1.64%2,216,667
BRK.B Berkshire Hathaway I... 2014-06-30 Add0.59%$121.7 - $129.06
($126.57)
$ 147.4116%Add 5.48%2,180,950
WFC Wells Fargo & Co 2014-06-30 Add0.52%$47.71 - $52.98
($50.23)
$ 54.799%Add 4.48%5,654,012
USB U.S. Bancorp 2014-06-30 Add0.51%$40.15 - $43.82
($41.71)
$ 44.617%Add 6.46%4,777,853
ORCL Oracle Corporation 2014-06-30 Add0.43%$38.98 - $42.81
($41.16)
$ 43.826%Add 4.07%6,708,783
CCK Crown Holdings Inc 2014-06-30 Add0.42%$44.19 - $50.68
($47.94)
$ 5311%Add 5.84%3,763,275
BAM Brookfield Asset Man... 2014-06-30 Add0.35%$40.84 - $44.51
($42.71)
$ 54.2827%Add 5.44%3,788,811
UPS United Parcel Servic... 2014-06-30 Add0.25%$95.78 - $104.08
($100.38)
$ 101.731%Add 2.29%2,625,929
SCHW Charles Schwab Corp 2014-06-30 Add0.22%$24.81 - $27.9
($26.24)
$ 29.3412%Add 3.37%6,272,954
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)
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


Add Notes, Comments

If you want to ask a question, or report a bug, please create a support ticket.

User Comments

Louienosuke
ReplyLouienosuke - 10 months ago
the avg cost for DTV is way off
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK