Lou Simpson

Last Update: 08-14-2017

Number of Stocks: 14
Number of New Stocks: 0

Total Value: $2,746 Mil
Q/Q Turnover: 5%

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: 2017-06-30
Number of Stocks: 14
Total value: 2,746 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Communication Services 22.3% 22.3% -0.1% 2.79850746269% 41.9776119403% 1.5%
Financial Services 18% 18% -1.1% 30.7835820896%
Technology 17.8% 17.8% 25.1865671642% 0.9%
Consumer Cyclical 12.2% 12.2% -0.1% 2.79850746269% 2.79850746269% 0.1%
Real Estate 11% 11% -0.1% 2.79850746269%
Industrials 10.8% 10.8% -1.9% 53.171641791% 39.1791044776% 1.4%
ETF, options, preferred 7.9% 7.9%
Basic Materials 7.8% 7.8% 19.5895522388% 0.7%

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Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
LBTYK Liberty Global PLCCommunication Services25,7679,797,776305,49511.12%+15.57%+1.5%2.46-3.88%+3.30%
HXL Hexcel CorpAerospace & Defense5,7272,670,192140,9595.13%+36.07%+1.36%2.97+17.24%+24.62%
ST Sensata Technologies Holding N.V.Computer Hardware8,5553,620,786154,6805.63%+16.59%+0.8%2.11+11.87%+28.27%
AXTA Axalta Coating Systems LtdChemicals7,1276,731,791215,6877.85%+10.16%+0.72%2.77-11.18%+7.76%
ALSN Allison Transmission Holdings IncAutos5,8824,913,537184,3076.71%+1.41%+0.09%3.30+7.24%+18.67%
TYL Tyler Technologies IncApplication Software6,615891,535156,6165.7%+1.35%+0.08%2.39-0.13%+24.21%
AAPL Apple IncComputer Hardware807,0671,239,850178,5636.5%+0.28%+0.02%0.02+4.35%+36.49%
SBAC SBA Communications CorpCommunication Services17,8001,147,471154,7945.64%-1.05%-0.06%0.95+8.89%+43.22%
CABO Cable One IncCommunication Services4,263216,016153,5665.59%-1.38%-0.07%3.77+1.08%+20.51%
BAM Brookfield Asset Management IncReal Estate Services41,5907,732,296303,18311.04%-0.84%-0.09%0.81+7.87%+31.20%
WBC WABCO Holdings IncAutos8,2971,176,757150,0485.46%-1.71%-0.09%2.19+13.55%+45.70%
SCHW Charles Schwab CorpBrokers & Exchanges59,8326,210,430266,8009.71%-1.36%-0.13%0.46+6.22%+13.81%
BRK.B Berkshire Hathaway IncInsurance466,1911,341,189227,1578.27%-9.90%-0.94%0.05+10.34%+15.99%
AME AMETEK IncIndustrial Products15,8282,549,652154,4325.62%-26.55%-1.9%1.10+12.32%+41.67%
Premium Portfolio changes after 2017-06-30 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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