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:

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: 2018-06-30
Number of Stocks: 11
Total value: 2,953 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Communication Services 28% 28% -0.4% 6.31578947368% 104.210526316% 6.6%
Financial Services 26.8% 26.8% -0.7% 11.0526315789%
Consumer Cyclical 24.3% 24.3% -0.1% 1.57894736842%
ETF, options, preferred 20.9% 20.9%
Technology 20.8% 20.8% -0.1% 1.57894736842% 7.89473684211% 0.5%

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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(%)
LBRDK Liberty Broadband CorpCommunication Services14,3364,168,737315,65710.69%+161.15%+6.6%2.30+9.44%-7.14%
ST Sensata Technologies Holding PLCComputer Hardware9,3604,179,554198,8636.73%+7.73%+0.48%2.46+4.03%+6.50%
KMX CarMax IncAutos13,0234,942,108360,13112.2%-0.12%-0.01%2.80+10.47%+13.52%
HXL Hexcel CorpAerospace & Defense5,94400 Sold Out-0.01%0.00-2.39%+10.70%
AAPL Apple IncComputer Hardware1,049,5911,202,947222,6787.54%-0.50%-0.03%0.02+13.75%+27.29%
SBAC SBA Communications CorpCommunication Services18,09600 Sold Out-0.03%0.00-1.30%-4.69%
AXTA Axalta Coating Systems LtdChemicals7,22300 Sold Out-0.03%0.00-6.29%-7.48%
CABO Cable One IncCommunication Services4,500363,101266,2589.02%-0.50%-0.04%6.37+15.87%+13.76%
ALSN Allison Transmission Holdings IncAutos6,2348,856,916358,61712.14%-0.47%-0.06%6.79+9.41%+9.68%
BAM Brookfield Asset Management IncAsset Management41,6678,789,588356,33212.07%-0.56%-0.07%0.92+8.57%+1.29%
TYL Tyler Technologies IncApplication Software9,057867,035192,5686.52%-1.30%-0.08%2.24+3.30%+32.39%
SCHW Charles Schwab CorpBrokers & Exchanges68,8375,888,856300,92110.19%-1.19%-0.13%0.44-12.94%+0.18%
LBTYK Liberty Global PLCCommunication Services19,9879,213,994245,1848.3%-3.75%-0.37%1.20-9.66%-23.20%
BRK.B Berkshire Hathaway IncInsurance514,761726,781135,6544.59%-8.87%-0.48%0.03+4.92%+4.71%
CHTR Charter Communications IncCommunication Services69,65000 Sold Out-6.63%0.00+10.89%-10.11%
Premium Portfolio changes after 2018-06-30 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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