Lou Simpson

Last Update: 05-15-2017

Number of Stocks: 14
Number of New Stocks: 1

Total Value: $2,619 Mil
Q/Q Turnover: 9%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2017-03-31.

Plans start from as little as $399/year. 7-Day FREE TRIAL

Lou Simpson Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AME AMETEK Inc 2017-03-31 Reduce-3.28%$49.18 - $55.31
($52.74)
$ 60.9115%Reduce -31.55%3,471,417
BRK.B Berkshire Hathaway Inc 2017-03-31 Reduce-2.61%$158.81 - $177.28
($167.31)
$ 171.342%Reduce -20.31%1,488,575
SCHW Charles Schwab Corp 2017-03-31 Reduce-0.87%$39.17 - $43.53
($41.29)
$ 42.152%Reduce -7.70%6,296,263
BAM Brookfield Asset Management Inc 2017-03-31 Reduce-0.63%$32.94 - $37.37
($35.52)
$ 39.6712%Reduce -5.50%7,797,839
ALSN Allison Transmission Holdings Inc 2017-03-31 Reduce-0.19%$32.81 - $38.02
($35.64)
$ 37.044%Reduce -2.63%4,845,319
CABO Cable One Inc 2017-03-31 Reduce-0.03%$570 - $645.45
($625.27)
$ 739.9118%Reduce -0.58%219,047
LBTYK Liberty Global PLC 2017-03-31 Reduce-0.01%$29.8 - $36.63
($34.46)
$ 31.86-8%Reduce -0.10%8,477,888
WFC Wells Fargo & Co 2016-12-31 Reduce-9.76%USD 43.75 - USD 57.29
(USD 50.28)
USD 54.178%Reduce -99.82%10,164
SCHW Charles Schwab Corp 2016-12-31 Reduce-5.3%$30.9 - $40.47
($35.73)
$ 42.1518%Reduce -38.20%6,821,241
AME AMETEK Inc 2016-12-31 Reduce-4.08%$44.1 - $51.05
($47.37)
$ 60.9129%Reduce -29.72%5,071,455
BRK.B Berkshire Hathaway Inc 2016-12-31 Reduce-2.55%$142.95 - $166.62
($153.96)
$ 171.3411%Reduce -19.16%1,868,059
BAM Brookfield Asset Management Inc 2016-12-31 Reduce-2.15%$32.54 - $36.09
($34.17)
$ 39.6716%Reduce -15.70%8,252,026
ALSN Allison Transmission Holdings Inc 2016-12-31 Reduce-1.16%$27.4 - $35.02
($31.12)
$ 37.0419%Reduce -17.00%4,975,971
WBC WABCO Holdings Inc 2016-12-31 Reduce-0.78%$96.6 - $113.51
($104.55)
$ 140.5034%Reduce -12.61%1,189,107
LILAK LiLAC Group 2016-12-31 Reduce-0.28%$19.37 - $28.74
($23.43)
$ 25.509%Reduce -20.07%984,804
BAM Brookfield Asset Management Inc 2016-09-30 Reduce-3.04%$32.54 - $35.49
($34.32)
$ 39.6716%Reduce -18.17%9,788,595
BRK.B Berkshire Hathaway Inc 2016-09-30 Reduce-0.75%$141.91 - $150.72
($146.25)
$ 171.3417%Reduce -5.00%2,310,668
SCHW Charles Schwab Corp 2016-09-30 Reduce-0.56%$24.34 - $31.61
($29.32)
$ 42.1544%Reduce -4.52%11,038,493
WFC Wells Fargo & Co 2016-09-30 Reduce-0.54%USD 44.28 - USD 50.8
(USD 47.85)
USD 54.1713%Reduce -4.66%5,549,293
AME AMETEK Inc 2016-09-30 Reduce-0.47%$44.94 - $49.82
($47.63)
$ 60.9128%Reduce -3.23%7,215,840
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

Lou Simpson's Profile:

Buffett met Simpson in 1996 when he was CEO of Geico's capital operations and Buffett was completing his purchase of Geico. Impressed with his track record, Buffett kept Simpson on as chief investment officer.

At his retirement from Berkshire subsidiary Geico in 2010, Simpson managed more than $4 billion worth of stocks. Throughout his time with Berkshire, Simpson and Buffett’s stock picks overlapped sometimes due to similarities in their thinking, but both men clearly had independent processes and disagreed with each other sometimes as well.

Before joining GEICO in 1979 as senior vice president and chief investment officer, Simpson was president and CEO of Western Asset Management, a partner at Stein Roe and Farnham, and an economics instructor at Princeton University.

» More Profile & Performance

Lou Simpson's Current Portfolio:

Ticker Shares Value ($1000)
LBTYK8,477,888297,065
BAM7,797,839284,143
SCHW6,296,263256,950
BRK.B1,488,575248,116
AXTA6,110,726196,765
AME3,471,417187,734
AAPL1,236,424177,625
ALSN4,845,319174,722
WBC1,197,230140,579
SBAC1,159,699139,593
» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Communication Services 21.9% 21.9%
Financial Services 19.3% 19.3%
Consumer Cyclical 12% 12%
Technology 11.3% 11.3%
Real Estate 10.9% 10.9%
Basic Materials 7.5% 7.5%
» More Sector Weightings

Lou Simpson's News:

» More Related News


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}