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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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
SBAC SBA Communications CorpCommunication Services1,159,699139,5935.33%New Buy+5.33%0.96+20.79%+30.07%
AAPL Apple IncComputer Hardware1,236,424177,6256.78%+7.16%+0.45%0.02+13.11%+33.83%
AME AMETEK IncIndustrial Products3,471,417187,7347.17%-31.55%-3.28%1.51+11.30%+24.79%
TYL Tyler Technologies IncApplication Software879,647135,9585.19%+25.64%+1.06%2.37+10.00%+18.93%
CABO Cable One IncCommunication Services219,047136,7885.22%-0.58%-0.03%3.83+8.80%+12.03%
AXTA Axalta Coating Systems LtdChemicals6,110,726196,7657.51%+12.09%+0.81%2.52+6.65%+15.55%
ALSN Allison Transmission Holdings IncAutos4,845,319174,7226.67%-2.63%-0.19%3.19+5.36%+14.31%
WBC WABCO Holdings IncAutos1,197,230140,5795.37%+0.68%+0.04%2.21+5.32%+11.87%
BAM Brookfield Asset Management IncReal Estate Services7,797,839284,14310.85%-5.50%-0.63%0.81+2.94%+15.60%
ST Sensata Technologies Holding N.V.Computer Hardware3,105,449135,6155.18%+14.22%+0.64%1.81-1.22%+4.34%
BRK.A Berkshire Hathaway IncInsurance00 Sold Out-0.22%0.00-2.66%+1.64%
BRK.B Berkshire Hathaway IncInsurance1,488,575248,1169.47%-20.31%-2.61%0.06-2.74%+1.53%
SCHW Charles Schwab CorpBrokers & Exchanges6,296,263256,9509.81%-7.70%-0.87%0.47-5.55%-1.11%
HXL Hexcel CorpAerospace & Defense1,962,389107,0484.09%+21.86%+0.73%2.16-6.32%-1.77%
WFC Wells Fargo & CoBanks00 Sold Out-0.02%0.00-8.07%-1.74%
LBTYK Liberty Global PLCCommunication Services8,477,888297,06511.34%-0.10%-0.01%0.99-15.86%+0.94%
LILAK LiLAC GroupCommunication Services00 Sold Out-0.88%0.00-19.60%-0.99%
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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