Lou Simpson
Lou Simpson
13F
SQ Advisors, LLC
Last update 2019-08-15 0 Stocks (0 new)
Value $- Turnover 0 %
Top Holdings:
Portfolio Report

Lou Simpson Profile

Lou Simpson met Warren Buffett 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. Simpson’s SQ Advisors stopped managing outside money and converted to a family office after the second quarter of 2019.

Lou Simpson Investing Philosophy

Buffett frequently sang the praises of Lou Simpson. Once, in his 2004 investor letter, Buffett called him “a cinch to be inducted into the investment Hall of Fame” based on his return performance history. From 1980 to 2004, Simpson produced an average annual gain of 20.3%, compared to 13.5% for the S&P 500. In that time, he had only three negative years, and only four years of less than double-digit returns. In a rare interview in 2010, Simpson told the Chicago Tribune, "My approach is eclectic. I try to read all company documents carefully. We try to talk to competitors. We try to find people more knowledgeable about the business than we are. We do not rely on Wall Street-generated research. We do our own research. We try to meet with top management."

Lou Simpson Portfolio and Latest Trades

Type:
Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares Share Change
LBRDK
Liberty Broadband Corp2019-06-30Sold Out
-15.74%
91.98 ($98.55) 104.22
$116.37
18.08%
Sold Out
0
-2,261,946
BAM
Brookfield Asset Management Inc2019-06-30Sold Out
-13.55%
30.57 ($31.61) 32.25
$53.56
69.44%
Sold Out
0
-3,828,355
ALSN
Allison Transmission Holdings Inc2019-06-30Sold Out
-12.92%
41.39 ($45.31) 48.51
$38.80
-14.37%
Sold Out
0
-3,790,722
CABO
Cable One Inc2019-06-30Sold Out
-11.51%
988.72 ($1091.9) 1182.88
$1,343.21
23.02%
Sold Out
0
-154,609
KMX
CarMax Inc2019-06-30Sold Out
-11.33%
69.07 ($78.16) 86.86
$101.70
30.12%
Sold Out
0
-2,138,822
AAPL
Apple Inc2019-06-30Sold Out
-9.68%
43.33 ($48.7) 52.94
$168.49
245.98%
Sold Out
0
-672,007
SCHW
Charles Schwab Corp2019-06-30Sold Out
-9.57%
39.15 ($43.61) 46.26
$72.57
66.41%
Sold Out
0
-2,949,418
TYL
Tyler Technologies Inc2019-06-30Sold Out
-6.05%
206.87 ($216.93) 231.91
$407.22
87.72%
Sold Out
0
-390,263
ST
Sensata Technologies Holding PLC2019-06-30Sold Out
-5.67%
42.69 ($47.61) 51.79
$45.03
-5.42%
Sold Out
0
-1,661,297
BRK.B
Berkshire Hathaway Inc2019-06-30Sold Out
-3.97%
197.42 ($206.89) 218.6
$296.47
43.30%
Sold Out
0
-260,282
ALSN
Allison Transmission Holdings Inc2019-03-31Reduce
-7.55%
43.24 ($47.49) 51.69
$38.80
-18.30%
Reduce -54.3%
3,790,722
-4,503,293
LBRDK
Liberty Broadband Corp2019-03-31Reduce
-7.46%
72.03 ($84.79) 94.34
$116.37
37.24%
Reduce -54.53%
2,261,946
-2,712,748
BAM
Brookfield Asset Management Inc2019-03-31Reduce
-6.66%
25.26 ($29.03) 31.1
$53.56
84.50%
Reduce -54.31%
5,742,532.50
-4,551,100
ST
Sensata Technologies Holding PLC2019-03-31Reduce
-6.36%
43.51 ($47.43) 51.1
$45.03
-5.06%
Reduce -69.11%
1,661,297
-3,717,402
CABO
Cable One Inc2019-03-31Reduce
-5.92%
803.24 ($905.69) 985.99
$1,343.21
48.31%
Reduce -55.01%
154,609
-189,029
KMX
CarMax Inc2019-03-31Reduce
-5.85%
58.38 ($61.66) 69.8
$101.70
64.94%
Reduce -53.32%
2,138,822
-2,443,304
SCHW
Charles Schwab Corp2019-03-31Reduce
-5.21%
40.72 ($45.15) 47.98
$72.57
60.73%
Reduce -52.72%
2,949,418
-3,289,125
AAPL
Apple Inc2019-03-31Reduce
-4.60%
35.55 ($42.32) 48.77
$168.49
298.13%
Reduce -53.19%
2,688,028
-763,601
TYL
Tyler Technologies Inc2019-03-31Reduce
-2.97%
176.63 ($198.02) 216.04
$407.22
105.65%
Reduce -51.79%
390,263
-419,291
BRK.B
Berkshire Hathaway Inc2019-03-31Reduce
-2.93%
191.66 ($201.99) 209.19
$296.47
46.77%
Reduce -59.14%
260,282
-376,785
LBTYK
Liberty Global PLC2018-12-31Sold Out
-5.30%
19.55 ($23.79) 27.45
$22.99
-3.36%
Sold Out
0
-6,104,893
ST
Sensata Technologies Holding PLC2018-12-31Add
+1.82%
41.17 ($45.16) 49.16
$45.03
-0.29%
Add 24.7%
5,378,699
1,065,535
AAPL
Apple Inc2018-12-31Add
+1.56%
36.71 ($48.04) 58.02
$168.49
250.73%
Add 22.02%
5,742,432
259,053
SCHW
Charles Schwab Corp2018-12-31Add
+0.74%
38.25 ($45.02) 52.17
$72.57
61.20%
Add 8.09%
6,238,543
467,066
ALSN
Allison Transmission Holdings Inc2018-12-31Reduce
-0.61%
40.83 ($46.21) 53.37
$38.80
-16.04%
Reduce -4.39%
8,294,015
-381,155
KMX
CarMax Inc2018-12-31Reduce
-0.57%
56.72 ($65.69) 73.51
$101.70
54.82%
Reduce -5.13%
4,582,126
-247,601
LBRDK
Liberty Broadband Corp2018-12-31Reduce
-0.57%
68.9 ($79.92) 84.85
$116.37
45.61%
Reduce -4.23%
4,974,694
-219,720
BAM
Brookfield Asset Management Inc2018-12-31Reduce
-0.42%
24.44 ($27.83) 29.76
$53.56
92.45%
Reduce -3.52%
12,569,182.50
-305,550
BRK.B
Berkshire Hathaway Inc2018-12-31Reduce
-0.40%
187.76 ($208.51) 223.76
$296.47
42.19%
Reduce -8.71%
637,067
-60,807
CABO
Cable One Inc2018-12-31Reduce
-0.37%
774.1 ($865) 918.65
$1,343.21
55.28%
Reduce -3.77%
343,638
-13,461
TYL
Tyler Technologies Inc2018-12-31Reduce
-0.26%
173.85 ($196.22) 237.23
$407.22
107.53%
Reduce -4.08%
809,554
-34,400
LBTYK
Liberty Global PLC2018-09-30Reduce
-2.80%
25.22 ($26.98) 28.51
$22.99
-14.79%
Reduce -33.74%
6,104,893
-3,109,101
LBRDK
Liberty Broadband Corp2018-09-30Add
+2.67%
74.19 ($79.69) 85.01
$116.37
46.03%
Add 24.6%
5,194,414
1,025,677
KMX
CarMax Inc2018-09-30Reduce
-0.28%
72.39 ($76.27) 80.68
$101.70
33.34%
Reduce -2.27%
4,829,727
-112,381
ALSN
Allison Transmission Holdings Inc2018-09-30Reduce
-0.25%
39.86 ($46.84) 53.44
$38.80
-17.16%
Reduce -2.05%
8,675,170
-181,746
ST
Sensata Technologies Holding PLC2018-09-30Add
+0.20%
48.48 ($52.31) 55.83
$45.03
-13.92%
Add 3.2%
4,313,164
133,610
SCHW
Charles Schwab Corp2018-09-30Reduce
-0.20%
49.15 ($51.07) 54.22
$72.57
42.10%
Reduce -1.99%
5,771,477
-117,379
BRK.B
Berkshire Hathaway Inc2018-09-30Reduce
-0.18%
186.02 ($205.18) 221.68
$296.47
44.49%
Reduce -3.98%
697,874
-28,907
TYL
Tyler Technologies Inc2018-09-30Reduce
-0.17%
224.17 ($237.8) 250.8
$407.22
71.24%
Reduce -2.66%
843,954
-23,081
AAPL
Apple Inc2018-09-30Reduce
-0.17%
45.98 ($52.06) 57.09
$168.49
223.65%
Reduce -2.19%
4,706,220
-26,392
CABO
Cable One Inc2018-09-30Reduce
-0.15%
712.91 ($794.68) 894.46
$1,343.21
69.03%
Reduce -1.65%
357,099
-6,002
BAM
Brookfield Asset Management Inc2018-09-30Reduce
-0.14%
26.69 ($28.37) 29.69
$53.56
88.79%
Reduce -1.19%
13,027,507.50
-104,583
CHTR
Charter Communications Inc2018-06-30Sold Out
-6.63%
261.87 ($287.77) 317.46
$466.19
62%
Sold Out
0
-624,609
LBRDK
Liberty Broadband Corp2018-06-30Add
+6.60%
68.7 ($75.85) 84.47
$116.37
53.42%
Add 161.15%
4,168,737
2,572,443
BRK.B
Berkshire Hathaway Inc2018-06-30Reduce
-0.48%
184.91 ($194.98) 201.2
$296.47
52.05%
Reduce -8.87%
726,781
-70,738
ST
Sensata Technologies Holding PLC2018-06-30Add
+0.48%
47.58 ($52.1) 54.42
$45.03
-13.57%
Add 7.73%
4,179,554
299,746
LBTYK
Liberty Global PLC2018-06-30Reduce
-0.37%
26.61 ($29.23) 32.05
$22.99
-21.35%
Reduce -3.75%
9,213,994
-359,202
SCHW
Charles Schwab Corp2018-06-30Reduce
-0.13%
50.11 ($55.39) 59.59
$72.57
31.02%
Reduce -1.19%
5,888,856
-70,678
TYL
Tyler Technologies Inc2018-06-30Reduce
-0.08%
204.33 ($224.8) 239.16
$407.22
81.15%
Reduce -1.3%
867,035
-11,432
BAM
Brookfield Asset Management Inc2018-06-30Reduce
-0.07%
25.49 ($26.68) 28.02
$53.56
100.75%
Reduce -0.56%
13,184,382
-49,713
ALSN
Allison Transmission Holdings Inc2018-06-30Reduce
-0.06%
38.05 ($41.15) 44.35
$38.80
-5.71%
Reduce -0.47%
8,856,916
-41,691
CABO
Cable One Inc2018-06-30Reduce
-0.04%
619 ($678.98) 738.5
$1,343.21
97.83%
Reduce -0.5%
363,101
-1,815
AAPL
Apple Inc2018-06-30Reduce
-0.03%
40.58 ($45.38) 48.5
$168.49
271.29%
Reduce -0.5%
4,811,788
-6,056
SBAC
SBA Communications Corp2018-06-30Sold Out
-0.03%
155.85 ($161.41) 171.69
$343.49
112.81%
Sold Out
0
-5,125
AXTA
Axalta Coating Systems Ltd2018-06-30Sold Out
-0.03%
29.7 ($31.36) 32.65
$26.44
-15.69%
Sold Out
0
-32,179
KMX
CarMax Inc2018-06-30Reduce
-0.01%
58.77 ($66.73) 80.19
$101.70
52.41%
Reduce -0.12%
4,942,108
-6,093
HXL
Hexcel Corp2018-06-30Sold Out
-0.01%
63.37 ($68.17) 73.26
$62.98
-7.61%
Sold Out
0
-5,243
KMX
CarMax Inc2018-03-31New Buy
+10.45%
59.36 ($65.45) 72.42
$101.70
55.39%
New holding
4,948,201
4,948,201
AXTA
Axalta Coating Systems Ltd2018-03-31Reduce
-8.03%
29.81 ($31.25) 32.91
$26.44
-15.39%
Reduce -99.58%
32,179
-7,625,108
SBAC
SBA Communications Corp2018-03-31Reduce
-6.35%
152.91 ($165.74) 174.73
$343.49
107.25%
Reduce -99.57%
5,125
-1,196,314
LBRDK
Liberty Broadband Corp2018-03-31Add
+3.53%
83.62 ($90.04) 96.9
$116.37
29.24%
Add 310.87%
1,596,294
1,207,774
HXL
Hexcel Corp2018-03-31Reduce
-2.41%
61.67 ($65.86) 69.08
$62.98
-4.37%
Reduce -99.56%
5,243
-1,199,299
ALSN
Allison Transmission Holdings Inc2018-03-31Add
+2.31%
37.45 ($41.48) 45.33
$38.80
-6.46%
Add 24.19%
8,898,607
1,733,444
BRK.B
Berkshire Hathaway Inc2018-03-31Reduce
-1.55%
191.42 ($205.28) 217.25
$296.47
44.42%
Reduce -23.11%
797,519
-239,743
BAM
Brookfield Asset Management Inc2018-03-31Add
+1.53%
25.34 ($27.08) 29.11
$53.56
97.78%
Add 15.01%
13,258,951.50
1,153,287
SCHW
Charles Schwab Corp2018-03-31Reduce
-0.26%
48.9 ($53.56) 57.76
$72.57
35.49%
Reduce -2.5%
5,959,534
-152,695
CHTR
Charter Communications Inc2018-03-31Reduce
-0.18%
306.26 ($351.59) 387.5
$466.19
32.59%
Reduce -2.51%
624,609
-16,049
AAPL
Apple Inc2018-03-31Reduce
-0.17%
38.79 ($43.04) 45.43
$168.49
291.47%
Reduce -2.48%
4,836,012
-30,745
CABO
Cable One Inc2018-03-31Add
+0.15%
667.13 ($700.54) 730.98
$1,343.21
91.74%
Add 1.82%
364,916
6,507
TYL
Tyler Technologies Inc2018-03-31Reduce
-0.10%
178.69 ($200.06) 212.48
$407.22
103.55%
Reduce -1.97%
878,467
-17,630
LBTYK
Liberty Global PLC2018-03-31Reduce
-0.04%
30.03 ($33.17) 36.7
$22.99
-30.69%
Reduce -0.41%
9,573,196
-39,734
ST
Sensata Technologies Holding PLC2018-03-31Reduce
-0.03%
49.77 ($53.31) 57.01
$45.03
-15.53%
Reduce -0.52%
3,879,808
-20,320
CHTR
Charter Communications Inc2017-12-31New Buy
+7%
316.29 ($339.96) 371.09
$466.19
37.13%
New holding
640,658
640,658
AME
AMETEK Inc2017-12-31Sold Out
-5.89%
66.29 ($69.62) 72.87
$127.18
82.68%
Sold Out
0
-2,527,700
HXL
Hexcel Corp2017-12-31Reduce
-2.96%
58.23 ($60.77) 63.76
$62.98
3.64%
Reduce -54.81%
1,204,542
-1,460,880
CABO
Cable One Inc2017-12-31Add
+2.86%
663.6 ($704.07) 758.69
$1,343.21
90.78%
Add 53.62%
358,409
125,094
BRK.B
Berkshire Hathaway Inc2017-12-31Reduce
-1.85%
181.06 ($189.83) 199.56
$296.47
56.18%
Reduce -21.6%
1,037,262
-285,808
LBRDK
Liberty Broadband Corp2017-12-31New Buy
+1.08%
81.24 ($89.04) 97.85
$116.37
30.69%
New holding
388,520
388,520
LBTYK
Liberty Global PLC2017-12-31Reduce
-0.23%
28.34 ($30.72) 33.88
$22.99
-25.16%
Reduce -2%
9,612,930
-196,594
SCHW
Charles Schwab Corp2017-12-31Reduce
-0.12%
43.27 ($46.95) 52.28
$72.57
54.57%
Reduce -1.26%
6,112,229
-77,724
AXTA
Axalta Coating Systems Ltd2017-12-31Add
+0.09%
28.27 ($31.67) 37.55
$26.44
-16.51%
Add 1.18%
7,657,287
89,223
BAM
Brookfield Asset Management Inc2017-12-31Reduce
-0.06%
27.4 ($28.22) 29.34
$53.56
89.79%
Reduce -0.56%
11,529,021
-43,003
TYL
Tyler Technologies Inc2017-12-31Add
+0.04%
169.82 ($177.45) 184.11
$407.22
129.48%
Add 0.83%
896,097
7,374
SBAC
SBA Communications Corp2017-12-31Reduce
-0.03%
142.87 ($158.68) 172.35
$343.49
116.47%
Reduce -0.44%
1,201,439
-5,288
AAPL
Apple Inc2017-12-31Add
+0.03%
38.37 ($41.85) 44.11
$168.49
302.60%
Add 0.39%
4,958,992
4,811
ST
Sensata Technologies Holding PLC2017-12-31Add
+0.02%
47.31 ($49.25) 52.55
$45.03
-8.57%
Add 0.29%
3,900,128
11,317
ALSN
Allison Transmission Holdings Inc2017-12-31Reduce
-0.01%
36.69 ($40.73) 44.08
$38.80
-4.74%
Reduce -0.14%
7,165,163
-10,272
WBC
WABCO Holdings Inc2017-09-30Sold Out
-5.46%
127.41 ($138.69) 150.98
$136.46
-1.61%
Sold Out
0
0
ALSN
Allison Transmission Holdings Inc2017-09-30Add
+2.99%
33.2 ($36.42) 38.86
$38.80
6.53%
Add 46.03%
7,175,435
0
AXTA
Axalta Coating Systems Ltd2017-09-30Add
+0.85%
28.08 ($30.28) 33.54
$26.44
-12.68%
Add 12.42%
7,568,064
0
ST
Sensata Technologies Holding PLC2017-09-30Add
+0.45%
42.97 ($45.1) 47.81
$45.03
-0.16%
Add 7.4%
3,888,811
0
CABO
Cable One Inc2017-09-30Add
+0.44%
711.57 ($739.03) 762.27
$1,343.21
81.75%
Add 8.01%
233,315
0
SBAC
SBA Communications Corp2017-09-30Add
+0.30%
133.6 ($142.22) 153.55
$343.49
141.52%
Add 5.16%
1,206,727
0
BRK.B
Berkshire Hathaway Inc2017-09-30Reduce
-0.11%
169.24 ($176.71) 183.82
$296.47
67.77%
Reduce -1.35%
1,323,070
0
AME
AMETEK Inc2017-09-30Reduce
-0.05%
60.91 ($63.19) 66.4
$127.18
101.27%
Reduce -0.86%
2,527,700
0
SCHW
Charles Schwab Corp2017-09-30Reduce
-0.03%
38.11 ($41.53) 44.04
$72.57
74.74%
Reduce -0.33%
6,189,953
0
AAPL
Apple Inc2017-09-30Reduce
-0.03%
35.68 ($38.78) 41.01
$168.49
334.48%
Reduce -0.4%
4,939,748
0
TYL
Tyler Technologies Inc2017-09-30Reduce
-0.02%
167.49 ($171.77) 181.33
$407.22
137.07%
Reduce -0.32%
888,723
0
LBTYK
Liberty Global PLC2017-09-30Add
+0.01%
30.37 ($32.27) 33.51
$22.99
-28.76%
Add 0.12%
9,809,524
0
HXL
Hexcel Corp2017-09-30Reduce
-0.01%
51.04 ($53.82) 57.92
$62.98
17.02%
Reduce -0.18%
2,665,422
0

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