Lou Simpson

Last Update: 05-15-2015

Number of Stocks: 12
Number of New Stocks: 1

Total Value: $2,913 Mil
Q/Q Turnover: 19%

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
ORCL Oracle Corporation 2015-03-31 Reduce-8.27%$41.47 - $44.41
($43.34)
$ 43.931%Reduce 69.52%2,113,921
DTV Directv 2015-03-31 Sold Out -5.3%$84.57 - $88.95
($86.38)
$ 91.576%Sold Out0
UPS United Parcel Service Inc (UPS) 2015-03-31 Reduce-0.14%$96.59 - $114.25
($102.61)
$ 101.43-1%Reduce 2.08%1,594,226
MCO Moody's Corporation 2014-12-31 Sold Out -5.5%$90.19 - $101.84
($97.12)
$ 110.1113%Sold Out0
UPS United Parcel Service Inc (UPS) 2014-12-31 Reduce-3.72%$94.67 - $112.45
($105.7)
$ 101.43-4%Reduce 37.57%1,628,151
DTV Directv 2014-12-31 Reduce-0.16%$82.56 - $87.89
($86.05)
$ 91.576%Reduce 2.88%1,594,678
VRX Valeant Pharmaceuticals International Inc 2014-12-31 Reduce-0.11%$113.56 - $146.39
($134.66)
$ 237.5376%Reduce 1.19%1,794,227
BRK.B Berkshire Hathaway Inc 2014-12-31 Reduce-0.09%$134.7 - $152.67
($144.49)
$ 144.600%Reduce 0.79%2,199,264
TEL TE Connectivity Ltd 2014-09-30 Sold Out -5.4%$57.87 - $64.97
($62.28)
$ 69.9612%Sold Out0
BRK.A Berkshire Hathaway Inc 2014-06-30 Reduce-0.1%$182760 - $193483
($189816)
$ 217000.0014%Reduce 36.36%21
MCO Moody's Corporation 2014-03-31 Reduce-1.86%$72.65 - $83.58
($78.3)
$ 110.1141%Reduce 24.81%1,510,532
SCHW Charles Schwab Corp 2014-03-31 Reduce-1.8%$23.65 - $28.53
($26.1)
$ 31.4120%Reduce 19.34%6,068,306
VRX Valeant Pharmaceuticals International Inc 2014-03-31 Reduce-0.25%$112.62 - $148
($136.19)
$ 237.5374%Reduce 2.65%1,614,593
DTV Directv 2013-12-31 Reduce-4.07%$57.95 - $68.4
($63.98)
$ 91.5743%Reduce 43.25%1,664,476
TEL TE Connectivity Ltd 2013-12-31 Reduce-3.95%$49.91 - $54.58
($52.56)
$ 69.9633%Reduce 39.91%2,145,986
CVE Cenovus Energy Inc 2013-09-30 Sold Out -4.6%$28.18 - $31.43
($29.58)
$ 17.35-41%Sold Out0
FISV Fiserv Inc 2013-09-30 Sold Out -2.7%$43.43 - $51.48
($48.37)
$ 80.5767%Sold Out0
LOW Lowe's Companies Inc 2013-06-30 Sold Out -4.4%$37.32 - $43.23
($40.25)
$ 69.5473%Sold Out0
FISV Fiserv Inc 2013-06-30 Reduce-3.35%$42.42 - $45.555
($43.86)
$ 80.5784%Reduce 53.98%1,031,134
MCO Moody's Corporation 2013-06-30 Reduce-0.05%$52.23 - $68.62
($60.69)
$ 110.1181%Reduce 0.67%2,009,034
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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)
VRX1,898,540376,646
BAM10,216,317364,970
WFC6,140,747334,057
BRK.B2,313,799333,927
PCP1,352,140283,949
USB5,704,686249,124
SCHW8,132,923247,566
LBTYK4,939,071246,015
CCK4,198,521226,804
UPS1,594,226154,544
» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 40.1% 40.1%
Technology 15.1% 15.1%
Healthcare 12.9% 12.9%
Real Estate 12.5% 12.5%
Communication Services 8.4% 8.4%
Consumer Cyclical 7.8% 7.8%
» 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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