Lou Simpson

Last Update: 02-14-2018

Number of Stocks: 14
Number of New Stocks: 2

Total Value: $3,075 Mil
Q/Q Turnover: 11%

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: 2017-12-31
Number of Stocks: 14
Total value: 3,075 Mil
Number of New Buys: 2
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Communication Services 33.2% 33.2% -0.3% 3.41426403642% 124.051593323% 10.9%
Technology 18.5% 18.5% 1.13808801214% 0.1%
Financial Services 16.9% 16.9% -2% 22.7617602428%
Real Estate 10.9% 10.9% -0.1% 1.13808801214%
Consumer Cyclical 10% 10%
Basic Materials 8.1% 8.1% 1.13808801214% 0.1%
ETF, options, preferred 2.4% 2.4%
Industrials 2.4% 2.4% -3% 34.1426403642%

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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(%)
CHTR Charter Communications IncCommunication Services75,034640,658215,2357%New Buy+7%0.27-13.08%-5.51%
CABO Cable One IncCommunication Services3,984358,409252,0878.2%+53.62%+2.86%6.25-2.88%-1.00%
LBRDK Liberty Broadband CorpCommunication Services15,187388,52033,0861.08%New Buy+1.08%0.21-8.84%-0.81%
AXTA Axalta Coating Systems LtdChemicals7,7137,657,287247,7908.06%+1.18%+0.09%3.12+3.27%-0.59%
TYL Tyler Technologies IncApplication Software8,641896,097158,6545.16%+0.83%+0.04%2.34+17.61%+27.42%
AAPL Apple IncComputer Hardware876,7891,239,748209,8036.82%+0.39%+0.03%0.02-0.44%+5.46%
ST Sensata Technologies Holding PLCComputer Hardware9,2543,900,128199,3366.48%+0.29%+0.02%2.28-0.58%+6.48%
ALSN Allison Transmission Holdings IncAutos5,7647,165,163308,60410.04%-0.14%-0.01%5.18-4.53%-1.69%
SBAC SBA Communications CorpCommunication Services19,2821,201,439196,2676.38%-0.44%-0.03%1.03+3.83%+2.74%
BAM Brookfield Asset Management IncReal Estate Services36,9797,686,014334,81710.89%-0.56%-0.06%0.89-8.27%-9.55%
SCHW Charles Schwab CorpBrokers & Exchanges72,3716,112,229313,98510.21%-1.26%-0.12%0.45-5.51%+1.77%
LBTYK Liberty Global PLCCommunication Services25,2619,612,930325,30210.58%-2.00%-0.23%1.19-11.86%-8.84%
BRK.B Berkshire Hathaway IncInsurance494,3911,037,262205,6066.69%-21.60%-1.85%0.04-6.42%+0.65%
HXL Hexcel CorpAerospace & Defense5,9031,204,54274,5012.42%-54.81%-2.96%1.34+1.83%+6.49%
AME AMETEK IncIndustrial Products17,72000 Sold Out-5.89%0.00+1.38%+6.42%
Premium Portfolio changes after 2017-12-31 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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