Lou Simpson

Last Update: 02-05-2016

Number of Stocks: 12
Number of New Stocks: 0

Total Value: $3,014 Mil
Q/Q Turnover: 4%

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%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
CCK Crown Holdings Inc 2015-12-31 Reduce-0.4%$47.04 - $53.97
($50.98)
$ 45.12-11%Reduce -7.65%3,147,736
UPS United Parcel Service Inc (UPS) 2015-12-31 Reduce-0.17%$96.23 - $106.8
($102.16)
$ 96.81-5%Reduce -3.32%1,509,570
BAM Brookfield Asset Management Inc 2015-12-31 Reduce-0.01%$31.25 - $35.44
($33.43)
$ 27.78-17%Reduce -0.09%13,429,115
LILAK Liberty Global PLC 2015-12-31 Reduce$33.83 - $43
($38.21)
$ 34.85-9%Reduce -0.32%245,792
PCP Precision Castparts Corp 2015-09-30 Reduce-8.33%$187.33 - $230.92
($214.64)
$ 234.959%Reduce -93.40%90,692
USB U.S. Bancorp 2015-09-30 Reduce-5.22%$39.76 - $46.02
($43.32)
$ 39.70-8%Reduce -65.50%1,951,093
CCK Crown Holdings Inc 2015-09-30 Reduce-1.24%$45.01 - $54.89
($50.61)
$ 45.12-11%Reduce -17.53%3,408,327
UPS United Parcel Service Inc (UPS) 2015-09-30 Reduce-0.03%$94.46 - $103.43
($98.75)
$ 96.81-2%Reduce -0.63%1,561,337
LILAK Liberty Global PLC 2015-09-30 Reduce$32.25 - $69.89
($40.05)
$ 34.85-13%Reduce -0.02%246,572
VRX Valeant Pharmaceuticals International Inc 2015-06-30 Reduce-1.16%$197.39 - $241.73
($221.34)
$ 88.04-60%Reduce -8.97%1,728,265
WFC Wells Fargo & Co 2015-06-30 Reduce-0.13%$53.94 - $57.91
($55.73)
$ 46.60-16%Reduce -1.18%6,068,500
CCK Crown Holdings Inc 2015-06-30 Reduce-0.12%$52.91 - $56.63
($55.05)
$ 45.12-18%Reduce -1.56%4,132,906
UPS United Parcel Service Inc (UPS) 2015-06-30 Reduce-0.08%$95.38 - $102.13
($99.32)
$ 96.81-3%Reduce -1.44%1,571,253
USB U.S. Bancorp 2015-06-30 Reduce-0.07%$42.44 - $45.1
($43.71)
$ 39.70-9%Reduce -0.87%5,654,957
LBTYK Liberty Global PLC 2015-06-30 Reduce-0.01%$44.92 - $50.69
($47.68)
$ 31.30-34%Reduce -0.14%4,932,270
ORCL Oracle Corp 2015-03-31 Reduce-8.27%$41.47 - $44.41
($43.34)
$ 35.59-18%Reduce -69.52%2,113,921
UPS United Parcel Service Inc (UPS) 2015-03-31 Reduce-0.14%$96.59 - $114.25
($102.61)
$ 96.81-6%Reduce -2.08%1,594,226
UPS United Parcel Service Inc (UPS) 2014-12-31 Reduce-3.72%$94.67 - $112.45
($105.7)
$ 96.81-8%Reduce -37.57%1,628,151
DTV Directv 2014-12-31 Reduce-0.16%$82.56 - $87.89
($86.05)
$ 93.559%Reduce -2.88%1,594,678
VRX Valeant Pharmaceuticals International Inc 2014-12-31 Reduce-0.11%$113.56 - $146.39
($134.66)
$ 88.04-35%Reduce -1.19%1,794,227
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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)
AME8,218,156440,411
BAM13,429,115423,158
SCHW12,553,775413,396
BRK.B2,768,922365,608
WFC6,451,411350,699
LBTYK8,307,414338,693
VRX2,698,614274,083
CCK3,147,736159,590
UPS1,509,570145,266
USB2,079,72588,742
» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 40.6% 40.6%
Technology 19.4% 19.4%
Real Estate 14% 14%
Communication Services 11.6% 11.6%
Healthcare 9.1% 9.1%
Consumer Cyclical 5.3% 5.3%
» More Sector Weightings

Lou Simpson's News:

» More Related News


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User Comments

Louienosuke
ReplyLouienosuke - 1 year ago
the avg cost for DTV is way off

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