Lou Simpson

Last Update: 02-17-2015

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 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
UPS United Parcel Service Inc (UPS) 2014-12-31 Reduce-3.72%$94.67 - $112.45
$ 96.59-9%Reduce -37.57%1,628,151
DTV Directv 2014-12-31 Reduce-0.16%$82.56 - $87.89
$ 85.32-1%Reduce -2.88%1,594,678
VRX Valeant Pharmaceuticals International Inc 2014-12-31 Reduce-0.11%$113.56 - $146.39
$ 197.8432%Reduce -1.19%1,794,227
BRK.A Berkshire Hathaway Inc 2014-06-30 Reduce-0.1%$182760 - $193483
$ 217000.1013%Reduce -36.36%21
MCO Moody's Corporation 2014-03-31 Reduce-1.86%$72.65 - $83.58
$ 102.4924%Reduce -24.81%1,510,532
SCHW Charles Schwab Corp 2014-03-31 Reduce-1.8%$23.65 - $28.53
$ 30.2314%Reduce -19.34%6,068,306
VRX Valeant Pharmaceuticals International Inc 2014-03-31 Reduce-0.25%$112.62 - $148
$ 197.8431%Reduce -2.65%1,614,593
DTV Directv 2013-12-31 Reduce-4.07%$57.95 - $68.4
$ 85.3225%Reduce -43.25%1,664,476
TEL TE Connectivity Ltd 2013-12-31 Reduce-3.95%$49.91 - $54.58
$ 70.5425%Reduce -39.91%2,145,986
FISV Fiserv Inc 2013-06-30 Reduce-3.35%$42.42 - $45.56
$ 78.4044%Reduce -53.98%515,567
LOW Lowe's Companies Inc 2013-03-31 Reduce-1.64%$34.76 - $39.79
$ 73.6749%Reduce -23.13%1,844,639
FISV Fiserv Inc 2012-12-31 Reduce-3.58%$36.29 - $40.56
$ 78.4051%Reduce -33.48%1,121,321
DELL Dell Inc 2012-12-31 Reduce-2.81%$8.86 - $10.67
$ 13.8630%Reduce -56.24%2,604,689
LOW Lowe's Companies Inc 2012-12-31 Reduce-2.66%$30.29 - $36.09
$ 73.6755%Reduce -29.93%2,399,799
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)
» More Current Portfolio

Lou Simpson's Sector Weightings:

select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 156 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
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

ReplyLouienosuke - 11 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