Lou Simpson

Last Update: 05-15-2018

Number of Stocks: 15
Number of New Stocks: 1

Total Value: $2,934 Mil
Q/Q Turnover: 18%

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: 2018-03-31
Number of Stocks: 15
Total value: 2,934 Mil
Number of New Buys: 1
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Communication Services 29.8% 29.8% -6.6% 72.5806451613% 40.6891495601% 3.7%
Financial Services 27.8% 27.8% -1.8% 19.7947214076% 16.495601173% 1.5%
Consumer Cyclical 22.3% 22.3% 140.762463343% 12.8%
Technology 20.1% 20.1% -0.3% 3.2991202346%
ETF, options, preferred 0% 0%
Industrials 0% 0% -2.4% 26.3929618768%
Basic Materials 0% 0% -8% 87.9765395894%

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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(%)
KMX CarMax IncAutos14,2794,948,201306,49210.45%New Buy+10.45%2.78+15.51%+10.79%
LBRDK Liberty Broadband CorpCommunication Services13,9781,596,294136,7864.66%+310.87%+3.53%0.88-13.71%-11.82%
ALSN Allison Transmission Holdings IncAutos5,7228,898,607347,58011.85%+24.19%+2.31%6.48+4.61%-4.25%
BAM Brookfield Asset Management IncAsset Management41,0958,839,301344,65211.75%+15.01%+1.53%0.89+3.48%-4.73%
CABO Cable One IncCommunication Services4,192364,916250,7378.55%+1.82%+0.15%6.37+3.62%+2.41%
ST Sensata Technologies Holding PLCComputer Hardware8,7903,879,808201,0026.85%-0.52%-0.03%2.26-2.85%+1.43%
LBTYK Liberty Global PLCCommunication Services23,4059,573,196291,3129.93%-0.41%-0.04%1.20-9.40%-16.31%
TYL Tyler Technologies IncApplication Software8,819878,467185,3216.32%-1.97%-0.1%2.29+10.38%+32.47%
AAPL Apple IncComputer Hardware908,9071,209,003202,8476.91%-2.48%-0.17%0.02+8.71%+10.39%
CHTR Charter Communications IncCommunication Services71,073624,609194,3916.63%-2.51%-0.18%0.26-10.33%-13.13%
SCHW Charles Schwab CorpBrokers & Exchanges74,0705,959,534311,20710.61%-2.50%-0.26%0.44-0.77%+8.06%
BRK.B Berkshire Hathaway IncInsurance467,432797,519159,0895.42%-23.11%-1.55%0.03-7.80%-4.72%
HXL Hexcel CorpAerospace & Defense5,9945,2433390.01%-99.56%-2.41%0.01+0.32%+8.75%
SBAC SBA Communications CorpCommunication Services18,6675,1258760.03%-99.57%-6.35%0.00-3.90%-1.71%
AXTA Axalta Coating Systems LtdChemicals7,46132,1799710.03%-99.58%-8.03%0.01-0.20%-5.93%
Premium Portfolio changes after 2018-03-31 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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