Lou Simpson

Last Update: 02-05-2016

Number of Stocks: 12
Number of New Stocks: 0

Total Value: $3,014 Mil
Q/Q Turnover: 4%

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: 2015-12-31
Number of Stocks: 12
Total value: 3,014 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 40.6% 40.6% 14.0332640333% 0.9%
Industrials 19.4% 19.4% -0.2% 3.1185031185% 3.1185031185% 0.2%
Real Estate 14% 14%
Communication Services 11.6% 11.6% 7.79625779626% 0.5%
Healthcare 9.1% 9.1% 38.9812889813% 2.5%
ETF, options, preferred 5.3% 5.3%
Consumer Cyclical 5.3% 5.3% -0.4% 6.23700623701%

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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(%)
VRX Valeant Pharmaceuticals International IncDrug Manufacturers2,698,614274,0839.09%+38.18%+2.51%0.79-62.00%-64.79%
LBTYK Liberty Global PLCCommunication Services8,307,414338,69311.24%+4.32%+0.47%0.98+6.53%-10.74%
BRK.B Berkshire Hathaway IncInsurance2,768,922365,60812.13%+2.78%+0.33%0.11+14.73%+9.69%
WFC Wells Fargo & CoBanks6,451,411350,69911.63%+2.36%+0.27%0.13+5.04%-7.33%
USB US BancorpBanks2,079,72588,7422.94%+6.59%+0.18%0.12+8.85%+0.20%
AME AMETEK IncIndustrial Products8,218,156440,41114.61%+1.01%+0.15%3.49+4.30%-10.77%
SCHW Charles Schwab CorpBrokers & Exchanges12,553,775413,39613.71%+0.75%+0.1%0.95+15.09%-14.79%
LILAK Liberty Global PLCCommunication Services245,79210,5690.35%-0.32%00.03+7.23%-7.23%
BRK.A Berkshire Hathaway IncInsurance214,1540.14%000.00+14.48%+9.89%
BAM Brookfield Asset Management IncReal Estate Services13,429,115423,15814.04%-0.09%-0.01%1.36+15.83%+6.28%
UPS United Parcel Service IncTransportation & Logistics1,509,570145,2664.82%-3.32%-0.17%0.17+10.31%+9.28%
CCK Crown Holdings IncPackaging & Containers3,147,736159,5905.29%-7.65%-0.4%2.26+19.89%+5.68%
PCP Precision Castparts CorpIndustrial Products00 Sold Out-0.7%0.00+1.81%+1.27%
Premium Portfolio changes after 2015-12-31 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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