Lou Simpson

Last Update: 11-14-2016

Number of Stocks: 13
Number of New Stocks: 3

Total Value: $2,512 Mil
Q/Q Turnover: 13%

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: 2016-09-30
Number of Stocks: 13
Total value: 2,512 Mil
Number of New Buys: 3
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 37.1% 37.1% -1.9% 26.003649635%
Industrials 13.7% 13.7% -0.5% 6.84306569343%
Real Estate 13.7% 13.7% -3% 41.0583941606%
Communication Services 13% 13% -0.3% 4.10583941606% 26.003649635% 1.9%
Consumer Cyclical 13% 13% -0.2% 2.73722627737% 21.897810219% 1.6%
Basic Materials 5.9% 5.9% 80.7481751825% 5.9%
ETF, options, preferred 3.6% 3.6%
Technology 3.5% 3.5% 47.901459854% 3.5%

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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(%)
AXTA Axalta Coating Systems LtdChemicals5,286,522149,4505.95%New Buy+5.95%2.20-8.20%-0.49%
ST Sensata Technologies Holding N.V.Computer Hardware2,284,42088,5903.53%New Buy+3.53%1.34+2.62%-15.94%
ALSN Allison Transmission Holdings IncAutos5,995,111171,9406.85%+30.65%+1.61%3.63+23.59%+34.07%
LILAK LiLAC GroupCommunication Services1,232,10434,5611.38%+480.83%+1.14%0.71-30.49%-52.70%
CABO Cable One IncCommunication Services33,58919,6160.78%New Buy+0.78%0.59+9.91%+42.70%
BRK.A Berkshire Hathaway IncInsurance214,5410.18%000.00+7.08%+22.26%
WBC WABCO Holdings IncAutos1,360,622154,4716.15%-2.76%-0.15%2.47+0.77%+6.00%
BBU Brookfield Business Partners LPReal Estate Services00 Sold Out-0.2%0.00+10.36%
LBTYK Liberty Global GroupCommunication Services8,217,679271,51210.81%-3.02%-0.31%0.91-9.80%-20.49%
AME AMETEK IncIndustrial Products7,215,840344,77313.73%-3.23%-0.47%3.12+1.59%-6.92%
WFC Wells Fargo & CoBanks5,549,293245,7239.78%-4.66%-0.54%0.11+11.88%+4.98%
SCHW Charles Schwab CorpBrokers & Exchanges11,038,493348,48513.87%-4.52%-0.56%0.83+28.02%+20.07%
BRK.B Berkshire Hathaway IncInsurance2,310,668333,82213.29%-5.00%-0.75%0.09+7.25%+22.19%
VRX Valeant Pharmaceuticals International IncDrug Manufacturers00 Sold Out-2.07%0.00-46.96%-84.62%
USB US BancorpBanks00 Sold Out-2.64%0.00+16.30%+20.74%
BAM Brookfield Asset Management IncReal Estate Services9,788,595344,23713.71%-18.17%-3.04%1.02-3.45%+7.98%
CCK Crown Holdings IncPackaging & Containers00 Sold Out-3.14%0.00-7.35%+2.37%
Premium Portfolio changes after 2016-09-30 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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