Lou Simpson

Last Update: 11-14-2017

Number of Stocks: 13
Number of New Stocks: 0

Total Value: $2,836 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: 2017-09-30
Number of Stocks: 13
Total value: 2,836 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Communication Services 23.4% 23.4% 18.5185185185% 0.8%
Technology 18.8% 18.8% 9.25925925926% 0.4%
Financial Services 18.1% 18.1% -0.1% 2.31481481481%
Industrials 11.3% 11.3% -0.1% 2.31481481481%
Real Estate 11.2% 11.2%
Consumer Cyclical 9.5% 9.5% 69.4444444444% 3%
Basic Materials 7.7% 7.7% 20.8333333333% 0.9%
ETF, options, preferred 7.7% 7.7%

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View:
Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
2017-09-30
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
ALSN Allison Transmission Holdings IncAutos6,2877,175,435269,2949.5%+46.03%+2.99%5.06+16.46%+2.97%
AXTA Axalta Coating Systems LtdChemicals7,5897,568,064218,8687.72%+12.42%+0.85%3.29+8.31%-3.74%
ST Sensata Technologies Holding N.V.Computer Hardware9,3773,888,811186,9356.59%+7.40%+0.45%2.27+10.19%+7.10%
CABO Cable One IncCommunication Services4,108233,315168,4815.94%+8.01%+0.44%4.00-1.72%+1.94%
SBAC SBA Communications CorpCommunication Services19,0011,206,727173,8296.13%+5.16%+0.3%1.03+9.67%-1.05%
LBTYK Liberty Global PLCCommunication Services29,1639,809,524320,77111.31%+0.12%+0.01%2.99+11.57%+3.43%
BAM Brookfield Asset Management IncReal Estate Services41,3587,729,017319,07511.25%-0.04%00.90+0.23%-1.40%
HXL Hexcel CorpAerospace & Defense5,8102,665,422153,0495.4%-0.18%-0.01%2.97+9.95%+4.58%
TYL Tyler Technologies IncApplication Software7,206888,723154,9225.46%-0.32%-0.02%2.37+8.89%+8.34%
SCHW Charles Schwab CorpBrokers & Exchanges74,1746,189,953270,7499.55%-0.33%-0.03%0.46+27.44%+7.71%
AAPL Apple IncComputer Hardware911,9061,234,937190,3286.71%-0.40%-0.03%0.02+12.60%+5.93%
AME AMETEK IncIndustrial Products17,5812,527,700166,9295.89%-0.86%-0.05%1.09+12.13%+4.97%
BRK.B Berkshire Hathaway IncInsurance526,1411,323,070242,5458.55%-1.35%-0.11%0.05+13.49%+7.55%
WBC WABCO Holdings IncAutos8,52400 Sold Out-5.46%0.00+6.59%+10.72%
Premium Portfolio changes after 2017-09-30 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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