Lou Simpson

Last Update: 05-16-2016

Number of Stocks: 12
Number of New Stocks: 1

Total Value: $2,673 Mil
Q/Q Turnover: 7%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Lou Simpson's Portfolio

This page shows the Portfolio Holdings of Lou Simpson at SQ Advisors, LLC. It tells us what Lou Simpson holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2016-03-31
Number of Stocks: 12
Total value: 2,673 Mil
Number of New Buys: 1
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 41.3% 41.3% -1.4% 17.7065767285%
Real Estate 16.9% 16.9% -0.5% 6.32377740304%
Industrials 14.9% 14.9% -0.5% 6.32377740304%
Communication Services 12.9% 12.9% 11.3827993255% 0.9%
Consumer Cyclical 11.5% 11.5% -0.3% 3.79426644182% 75.8853288364% 6%
ETF, options, preferred 2.5% 2.5%
Healthcare 2.5% 2.5% -0.4% 5.05902192243%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%)YTD Change(%)
WBC WABCO Holdings IncAutos1,502,238160,6196.01%New Buy+6.01%2.69-12.30%-2.31%
LBTYK Liberty Global PLCCommunication Services8,964,759336,71612.6%+7.91%+0.92%0.95-10.67%-16.96%
BRK.A Berkshire Hathaway IncInsurance214,4820.17%000.00-2.32%+9.35%
LILAK Liberty Global PLCCommunication Services226,8208,5920.32%-7.72%-0.03%0.02-12.91%-17.49%
USB US BancorpBanks1,961,60879,6222.98%-5.68%-0.17%0.11-2.91%-0.35%
SCHW Charles Schwab CorpBrokers & Exchanges12,279,954344,08412.87%-2.18%-0.3%0.93-3.75%-12.42%
CCK Crown Holdings IncPackaging & Containers2,961,483146,8605.49%-5.92%-0.31%2.12-0.63%+5.78%
VRX Valeant Pharmaceuticals International IncDrug Manufacturers2,591,39968,1662.55%-3.97%-0.36%0.76-32.73%-76.89%
WFC Wells Fargo & CoBanks6,202,092299,93311.22%-3.86%-0.45%0.12-5.01%-10.31%
AME AMETEK IncIndustrial Products7,941,279396,90514.85%-3.37%-0.49%3.40-9.63%-11.57%
BRK.B Berkshire Hathaway IncInsurance2,655,010376,69314.09%-4.11%-0.5%0.11-2.31%+9.20%
BAM Brookfield Asset Management IncReal Estate Services12,941,247450,55016.85%-3.63%-0.51%1.35+1.93%+11.46%
UPS United Parcel Service IncTransportation & Logistics00 Sold Out-4.82%0.00+2.93%+14.68%
Premium Portfolio changes after 2016-03-31 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.

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