Lou Simpson

Last Update: 08-14-2018

Number of Stocks: 11
Number of New Stocks: 0

Total Value: $2,953 Mil
Q/Q Turnover: 7%

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
CHTR Charter Communications Inc 2018-06-30 Sold Out -6.63%$261.87 - $317.46
($287.77)
$ 332.5916%Sold Out0
BRK.B Berkshire Hathaway Inc 2018-06-30 Reduce-0.48%$184.91 - $201.2
($194.98)
$ 220.5213%Reduce -8.87%726,781
LBTYK Liberty Global PLC 2018-06-30 Reduce-0.37%$26.61 - $32.05
($29.23)
$ 28.25-3%Reduce -3.75%9,213,994
SCHW Charles Schwab Corp 2018-06-30 Reduce-0.13%$50.11 - $59.59
($55.39)
$ 51.84-6%Reduce -1.19%5,888,856
TYL Tyler Technologies Inc 2018-06-30 Reduce-0.08%$204.33 - $239.16
($224.8)
$ 241.357%Reduce -1.30%867,035
BAM Brookfield Asset Management Inc 2018-06-30 Reduce-0.07%$38.23 - $42.03
($40.01)
$ 44.2411%Reduce -0.56%8,789,588
ALSN Allison Transmission Holdings Inc 2018-06-30 Reduce-0.06%$38.05 - $44.35
($41.15)
$ 53.4430%Reduce -0.47%8,856,916
CABO Cable One Inc 2018-06-30 Reduce-0.04%$619 - $738.5
($678.98)
$ 880.0630%Reduce -0.50%363,101
AAPL Apple Inc 2018-06-30 Reduce-0.03%$162.32 - $193.98
($181.31)
$ 217.6620%Reduce -0.50%1,202,947
AXTA Axalta Coating Systems Ltd 2018-06-30 Sold Out -0.03%$29.7 - $32.65
($31.36)
$ 30.70-2%Sold Out0
SBAC SBA Communications Corp 2018-06-30 Sold Out -0.03%$155.85 - $171.69
($161.41)
$ 160.53-1%Sold Out0
HXL Hexcel Corp 2018-06-30 Sold Out -0.01%$63.37 - $73.26
($68.17)
$ 68.260%Sold Out0
KMX CarMax Inc 2018-06-30 Reduce-0.01%$58.77 - $80.19
($66.73)
$ 78.1717%Reduce -0.12%4,942,108
AXTA Axalta Coating Systems Ltd 2018-03-31 Reduce-8.03%$29.81 - $32.91
($31.25)
$ 30.70-2%Reduce -99.58%32,179
SBAC SBA Communications Corp 2018-03-31 Reduce-6.35%$152.91 - $174.73
($165.74)
$ 160.53-3%Reduce -99.57%5,125
HXL Hexcel Corp 2018-03-31 Reduce-2.41%$61.67 - $69.08
($65.86)
$ 68.264%Reduce -99.56%5,243
BRK.B Berkshire Hathaway Inc 2018-03-31 Reduce-1.55%$191.42 - $217.25
($205.28)
$ 220.527%Reduce -23.11%797,519
SCHW Charles Schwab Corp 2018-03-31 Reduce-0.26%$48.9 - $57.76
($53.56)
$ 51.84-3%Reduce -2.50%5,959,534
CHTR Charter Communications Inc 2018-03-31 Reduce-0.18%$306.26 - $387.5
($351.59)
$ 332.59-5%Reduce -2.51%624,609
AAPL Apple Inc 2018-03-31 Reduce-0.17%$155.15 - $181.72
($172.19)
$ 217.6626%Reduce -2.48%1,209,003
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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)
KMX4,942,108360,131
ALSN8,856,916358,617
BAM8,789,588356,332
LBRDK4,168,737315,657
SCHW5,888,856300,921
CABO363,101266,258
LBTYK9,213,994245,184
AAPL1,202,947222,678
ST4,179,554198,863
TYL867,035192,568
» More Current Portfolio

Lou Simpson's Sector Weightings:


SectorsSector Weightings (%)
Communication Services 28% 28%
Financial Services 26.8% 26.8%
Consumer Cyclical 24.3% 24.3%
Technology 0% 0%
Basic Materials 0% 0%
» More Sector Weightings

Lou Simpson's News:

» More Related News


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