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%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
TEL TE Connectivity Ltd 2014-09-30 Sold Out -5.4%$57.87 - $64.97
($62.28)
$ 63.021%Sold Out0
BRK.A Berkshire Hathaway I... 2014-06-30 Reduce-0.1%$182760 - $193483
($189816)
$ 21993516%Reduce -36.36%21
MCO Moody's Corporation 2014-03-31 Reduce-1.86%$72.65 - $83.58
($78.3)
$ 100.9429%Reduce -24.81%1,510,532
SCHW Charles Schwab Corp 2014-03-31 Reduce-1.8%$23.65 - $28.53
($26.1)
$ 28.288%Reduce -19.34%6,068,306
VRX Valeant Pharmaceutic... 2014-03-31 Reduce-0.25%$112.62 - $148
($136.19)
$ 145.377%Reduce -2.65%1,614,593
DTV Directv 2013-12-31 Reduce-4.07%$57.95 - $68.4
($63.98)
$ 87.4337%Reduce -43.25%1,664,476
TEL TE Connectivity Ltd 2013-12-31 Reduce-3.95%$49.91 - $54.58
($52.56)
$ 63.0220%Reduce -39.91%2,145,986
CVE Cenovus Energy, Inc. 2013-09-30 Sold Out -4.6%$28.18 - $31.43
($29.58)
$ 25.44-14%Sold Out0
FISV Fiserv, Inc. 2013-09-30 Sold Out -2.7%$43.43 - $51.48
($48.41)
$ 70.0645%Sold Out0
LOW Lowe's Companies Inc... 2013-06-30 Sold Out -4.4%$37.32 - $43.23
($40.25)
$ 63.2657%Sold Out0
FISV Fiserv, Inc. 2013-06-30 Reduce-3.35%$42.42 - $45.56
($43.86)
$ 70.0660%Reduce -53.98%515,567
DELL Dell Inc 2013-03-31 Sold Out -2.2%$10.14 - $14.51
($13.32)
$ 13.864%Sold Out0
LOW Lowe's Companies Inc... 2013-03-31 Reduce-1.64%$34.76 - $39.79
($37.83)
$ 63.2667%Reduce -23.13%1,844,639
FISV Fiserv, Inc. 2012-12-31 Reduce-3.58%$36.29 - $40.56
($38.11)
$ 70.0684%Reduce -33.48%1,121,321
DELL Dell Inc 2012-12-31 Reduce-2.81%$8.86 - $10.67
($9.77)
$ 13.8642%Reduce -56.24%2,604,689
LOW Lowe's Companies Inc... 2012-12-31 Reduce-2.66%$30.29 - $36.09
($33.45)
$ 63.2689%Reduce -29.93%2,399,799
OAK Oaktree Capital Grou... 2012-09-30 Sold Out -0.06%$35.36 - $41
($37.56)
$ 46.4724%Sold Out0
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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)
BRK.B2,216,667306,210
WFC5,754,537298,488
ORCL6,924,339265,064
UPS2,608,081256,348
VRX1,815,916238,296
USB5,114,744213,950
SCHW6,661,439195,780
BAM4,031,685181,290
LBTYK4,220,678173,111
CCK3,875,876172,554
» 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:

» More Related News


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User Comments

Louienosuke
ReplyLouienosuke - 7 months ago
the avg cost for DTV is way off
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