Lou Simpson

Last Update: 02-14-2018

Number of Stocks: 14
Number of New Stocks: 2

Total Value: $3,075 Mil
Q/Q Turnover: 11%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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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 2017-12-31 Sold Out -5.89%$66.29 - $72.87
($69.62)
$ 76.5310%Sold Out0
HXL Hexcel Corp 2017-12-31 Reduce-2.96%$58.23 - $63.76
($60.77)
$ 65.858%Reduce -54.81%1,204,542
BRK.B Berkshire Hathaway Inc 2017-12-31 Reduce-1.85%$181.06 - $199.56
($189.83)
$ 200.386%Reduce -21.60%1,037,262
LBTYK Liberty Global PLC 2017-12-31 Reduce-0.23%$28.34 - $33.88
($30.72)
$ 30.870%Reduce -2.00%9,612,930
SCHW Charles Schwab Corp 2017-12-31 Reduce-0.12%$43.27 - $52.28
($46.95)
$ 53.6814%Reduce -1.26%6,112,229
BAM Brookfield Asset Management Inc 2017-12-31 Reduce-0.06%$41.1 - $44.01
($42.35)
$ 38.80-8%Reduce -0.56%7,686,014
SBAC SBA Communications Corp 2017-12-31 Reduce-0.03%$142.87 - $172.35
($158.68)
$ 165.614%Reduce -0.44%1,201,439
ALSN Allison Transmission Holdings Inc 2017-12-31 Reduce-0.01%$36.69 - $44.08
($40.73)
$ 41.662%Reduce -0.14%7,165,163
WBC WABCO Holdings Inc 2017-09-30 Sold Out -5.46%$127.41 - $150.98
($138.69)
$ 134.97-3%Sold Out0
BRK.B Berkshire Hathaway Inc 2017-09-30 Reduce-0.11%$169.24 - $183.82
($176.71)
$ 200.3813%Reduce -1.35%1,323,070
AME AMETEK Inc 2017-09-30 Reduce-0.05%$60.91 - $66.4
($63.19)
$ 76.5321%Reduce -0.86%2,527,700
AAPL Apple Inc 2017-09-30 Reduce-0.03%$142.73 - $164.05
($155.13)
$ 172.8011%Reduce -0.40%1,234,937
SCHW Charles Schwab Corp 2017-09-30 Reduce-0.03%$38.11 - $44.04
($41.53)
$ 53.6829%Reduce -0.33%6,189,953
TYL Tyler Technologies Inc 2017-09-30 Reduce-0.02%$167.49 - $181.33
($171.77)
$ 226.0032%Reduce -0.32%888,723
HXL Hexcel Corp 2017-09-30 Reduce-0.01%$51.04 - $57.92
($53.82)
$ 65.8522%Reduce -0.18%2,665,422
BAM Brookfield Asset Management Inc 2017-09-30 Reduce$38.24 - $40.71
($39.28)
$ 38.80-1%Reduce -0.04%7,729,017
AME AMETEK Inc 2017-06-30 Reduce-1.9%$53.2 - $62.86
($58.83)
$ 76.5330%Reduce -26.55%2,549,652
BRK.B Berkshire Hathaway Inc 2017-06-30 Reduce-0.94%$161.26 - $171.55
($166.27)
$ 200.3821%Reduce -9.90%1,341,189
SCHW Charles Schwab Corp 2017-06-30 Reduce-0.13%$37.53 - $43.01
($40)
$ 53.6834%Reduce -1.36%6,210,430
BAM Brookfield Asset Management Inc 2017-06-30 Reduce-0.09%$36.22 - $40.09
($37.67)
$ 38.803%Reduce -0.84%7,732,296
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*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.
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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)
BAM7,686,014334,817
LBTYK9,612,930325,302
SCHW6,112,229313,985
ALSN7,165,163308,604
CABO358,409252,087
AXTA7,657,287247,790
CHTR640,658215,235
AAPL1,239,748209,803
BRK.B1,037,262205,606
ST3,900,128199,336
» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Communication Services 33.2% 33.2%
Financial Services 16.9% 16.9%
Real Estate 10.9% 10.9%
Consumer Cyclical 10% 10%
Basic Materials 8.1% 8.1%
Technology 2.4% 2.4%
» More Sector Weightings

Lou Simpson's News:

» More Related News


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