Lou Simpson

Last Update: 11-16-2015

Number of Stocks: 13
Number of New Stocks: 0

Total Value: $2,977 Mil
Q/Q Turnover: 21%

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: 2015-09-30
Number of Stocks: 13
Total value: 2,977 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 37.4% 37.4% -5.2% 55.1626591231% 15.9123055163% 1.5%
Industrials 20.2% 20.2% -8.4% 89.1089108911% 117.75106082% 11.1%
Real Estate 14.2% 14.2% 30.7637906648% 2.9%
Healthcare 11.7% 11.7% 14.8514851485% 1.4%
Communication Services 11.3% 11.3% 44.5544554455% 4.2%
ETF, options, preferred 5.2% 5.2%
Consumer Cyclical 5.2% 5.2% -1.2% 12.729844413%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
AME Ametek IncIndustrial Products8,135,680425,65914.3%+351.47%+11.13%3.42
LBTYK Liberty Global PLCCommunication Services7,963,336326,65610.97%+61.45%+4.18%0.93
BAM Brookfield Asset Management IncReal Estate Services13,440,590422,27714.19%+25.84%+2.91%1.40
VRX Valeant Pharmaceuticals International IncDrug Manufacturers1,952,983348,09711.69%+13.00%+1.35%0.57
BRK.B Berkshire Hathaway IncInsurance2,694,091351,30911.8%+6.32%+0.7%0.11
SCHW Charles Schwab CorpBrokers & Exchanges12,460,227355,86411.95%+3.58%+0.41%0.95
WFC Wells Fargo & CoBanks6,302,428323,63010.87%+3.85%+0.4%0.12
LILAK Liberty Global PLCCommunication Services246,5728,4430.28%-0.02%00.03
BRK.A Berkshire Hathaway IncInsurance214,1000.14%000.00
UPS United Parcel Service Inc (UPS)Transportation & Logistics1,561,337154,0885.18%-0.63%-0.03%0.18
CCK Crown Holdings IncPackaging & Containers3,408,327155,9315.24%-17.53%-1.24%2.44
USB U.S. BancorpBanks1,951,09380,0142.69%-65.50%-5.22%0.11
PCP Precision Castparts CorpIndustrial Products90,69220,8330.7%-93.40%-8.33%0.07
Premium Portfolio changes after 2015-09-30 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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User Comments

ReplyLouienosuke - 1 year ago
the avg cost for DTV is way off

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