Lou Simpson

Last Update: 2014-11-14

Number of Stocks: 13
Number of New Stocks: 1

Total Value: $2,589 Mil
Q/Q Turnover: 10%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Lou Simpson Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

TickerCompanyDate Action
Impactdown Price Range
Current Price Change from Average Comment Current Shares
BRK.A Berkshire Hathaway I... 2014-06-30 Reduce-0.1%$182760 - $193483
$ 22375118%Reduce -36.36%21
MCO Moody's Corporation 2014-03-31 Reduce-1.86%$72.65 - $83.58
$ 93.7820%Reduce -24.81%1,510,532
SCHW Charles Schwab Corp 2014-03-31 Reduce-1.8%$23.65 - $28.53
$ 27.194%Reduce -19.34%6,068,306
VRX Valeant Pharmaceutic... 2014-03-31 Reduce-0.25%$112.62 - $148
$ 159.6617%Reduce -2.65%1,614,593
DTV Directv 2013-12-31 Reduce-4.07%$57.95 - $68.4
$ 85.2333%Reduce -43.25%1,664,476
TEL TE Connectivity Ltd 2013-12-31 Reduce-3.95%$49.91 - $54.58
$ 62.8920%Reduce -39.91%2,145,986
FISV Fiserv, Inc. 2013-06-30 Reduce-3.35%$42.42 - $45.56
$ 74.0669%Reduce -53.98%515,567
LOW Lowe's Companies Inc... 2013-03-31 Reduce-1.64%$34.76 - $39.79
$ 69.7184%Reduce -23.13%1,844,639
FISV Fiserv, Inc. 2012-12-31 Reduce-3.58%$36.29 - $40.56
$ 74.0694%Reduce -33.48%1,121,321
DELL Dell Inc 2012-12-31 Reduce-2.81%$8.86 - $10.67
$ 13.8642%Reduce -56.24%2,604,689
LOW Lowe's Companies Inc... 2012-12-31 Reduce-2.66%$30.29 - $36.09
$ 69.71108%Reduce -29.93%2,399,799
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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)
» More Current Portfolio

Lou Simpson's Sector Weightings:

SectorsSector Weightings (%)
Financial Services 39.4% 39.4%
Technology 15.4% 15.4%
Communication Services 12.2% 12.2%
Healthcare 9.2% 9.2%
Real Estate 7% 7%
Consumer Cyclical 6.7% 6.7%
» More Sector Weightings

Lou Simpson's News:

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User Comments

ReplyLouienosuke - 9 months ago
the avg cost for DTV is way off
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