Lou Simpson

Last Update: 05-15-2017

Number of Stocks: 14
Number of New Stocks: 1

Total Value: $2,619 Mil
Q/Q Turnover: 9%

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: 2017-03-31
Number of Stocks: 14
Total value: 2,619 Mil
Number of New Buys: 1
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Communication Services 21.9% 21.9% 105.158730159% 5.3%
Financial Services 19.3% 19.3% -3.5% 69.4444444444%
Technology 17.2% 17.2% 41.6666666667% 2.1%
Consumer Cyclical 12% 12% -0.2% 3.96825396825%
Industrials 11.3% 11.3% -3.3% 65.4761904762% 13.8888888889% 0.7%
Real Estate 10.9% 10.9% -0.6% 11.9047619048%
Basic Materials 7.5% 7.5% 15.873015873% 0.8%
ETF, options, preferred 7.4% 7.4%

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View:
Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
2017-03-31
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
SBAC SBA Communications CorpCommunication Services15,9201,159,699139,5935.33%New Buy+5.33%0.96+12.29%+27.10%
TYL Tyler Technologies IncApplication Software6,452879,647135,9585.19%+25.64%+1.06%2.37+12.21%+21.87%
AXTA Axalta Coating Systems LtdChemicals7,8326,110,726196,7657.51%+12.09%+0.81%2.52+3.65%+18.93%
HXL Hexcel CorpAerospace & Defense4,6631,962,389107,0484.09%+21.86%+0.73%2.16-2.91%+0.17%
ST Sensata Technologies Holding N.V.Computer Hardware7,2653,105,449135,6155.18%+14.22%+0.64%1.81-3.57%+6.08%
AAPL Apple IncComputer Hardware759,2921,236,424177,6256.78%+7.16%+0.45%0.02+3.42%+26.77%
WBC WABCO Holdings IncAutos6,5511,197,230140,5795.37%+0.68%+0.04%2.21+4.01%+14.07%
LBTYK Liberty Global PLCCommunication Services24,3028,477,888297,06511.34%-0.10%-0.01%0.99-18.35%-5.62%
WFC Wells Fargo & CoBanks262,30900 Sold Out-0.02%0.00-4.45%-3.38%
CABO Cable One IncCommunication Services4,098219,047136,7885.22%-0.58%-0.03%3.83+12.32%+15.64%
ALSN Allison Transmission Holdings IncAutos5,6534,845,319174,7226.67%-2.63%-0.19%3.19+5.57%+11.28%
BRK.A Berkshire Hathaway IncInsurance415,33100 Sold Out-0.22%0.00-0.50%+3.48%
BAM Brookfield Asset Management IncReal Estate Services36,8597,797,839284,14310.85%-5.50%-0.63%0.91+8.44%+17.63%
SCHW Charles Schwab CorpBrokers & Exchanges55,6656,296,263256,9509.81%-7.70%-0.87%0.47+3.86%+5.88%
LILAK LiLAC GroupCommunication Services3,51000 Sold Out-0.88%0.00-9.78%-4.16%
BRK.B Berkshire Hathaway IncInsurance415,3311,488,575248,1169.47%-20.31%-2.61%0.06-0.58%+3.28%
AME AMETEK IncIndustrial Products13,9403,471,417187,7347.17%-31.55%-3.28%1.51+13.70%+25.02%
Premium Portfolio changes after 2017-03-31 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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