Lou Simpson

Last Update: 08-15-2016

Number of Stocks: 14
Number of New Stocks: 2

Total Value: $2,363 Mil
Q/Q Turnover: 6%

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: 2016-06-30
Number of Stocks: 14
Total value: 2,363 Mil
Number of New Buys: 2
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 41.8% 41.8% -3.2% 41.5944540728%
Real Estate 16.9% 16.9% -1.3% 16.8977469671% 2.59965337955% 0.2%
Industrials 14.6% 14.6% -0.9% 11.698440208%
Consumer Cyclical 14% 14% -3.2% 41.5944540728% 71.4904679376% 5.5%
Communication Services 10.6% 10.6% -2% 25.9965337955%
ETF, options, preferred 2.1% 2.1%
Healthcare 2.1% 2.1% -0.2% 2.59965337955%

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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(%)
ALSN Allison Transmission Holdings IncAutos4,588,604129,5365.48%New Buy+5.48%2.74-7.77%+7.57%
BBU Brookfield Business Partners LPReal Estate Services243,0594,6320.2%New Buy+0.2%0.55+13.84%
BRK.A Berkshire Hathaway IncInsurance214,5560.19%000.00-1.01%+9.69%
LILAK LiLAC GroupCommunication Services212,1296,8920.29%-6.48%-0.02%0.12-22.82%-35.58%
VRX Valeant Pharmaceuticals International IncDrug Manufacturers2,427,90348,8682.07%-6.31%-0.16%0.70-10.22%-78.30%
WBC WABCO Holdings IncAutos1,399,310128,1355.42%-6.85%-0.41%2.51+0.80%-2.69%
USB US BancorpBanks1,548,00562,4312.64%-21.08%-0.63%0.09+5.38%+4.85%
WFC Wells Fargo & CoBanks5,820,464275,48311.66%-6.15%-0.69%0.12-6.79%-15.26%
SCHW Charles Schwab CorpBrokers & Exchanges11,560,900292,60612.39%-5.86%-0.75%0.87+15.47%-1.70%
AME AMETEK IncIndustrial Products7,456,694344,72314.59%-6.10%-0.91%3.21-4.67%-14.65%
BRK.B Berkshire Hathaway IncInsurance2,432,311352,17414.91%-8.39%-1.18%0.10-1.15%+9.43%
BAM Brookfield Asset Management IncReal Estate Services11,961,690395,28416.73%-7.57%-1.28%1.25+1.87%+16.59%
LBTYK Liberty Global GroupCommunication Services8,473,721242,96710.28%-15.96%-2.01%0.92+2.86%-14.59%
CCK Crown Holdings IncPackaging & Containers1,464,96174,2303.14%-50.53%-2.77%1.05+4.78%+8.01%
Premium Portfolio changes after 2016-06-30 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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