netnet Posted January 7, 2013 Posted January 7, 2013 Here is Lou Simpson 13F filing for his fund, SQ. He has about 1.1 billion under management. This represent 99% of his holdings, as of September 30, 2012. here is the SEC link: http://www.sec.gov/Archives/edgar/data/1534380/000117266112001152/sqadvisors3q12.txt # Company Value as of filing date (000,000,000) % of portfolio (rounding errors) 1 Berkshire Hathaway $127 11% 2 Fiserv $125 11% 3 TE Connectivity $108 9% 4 Lowes $104 9% 5 Wells Fargo $96 8% 6 DirectTV $91 8% 7 Charles Schwab $82 7% 8 Cenovus Energy $81 7% 9 Valeant Pharmaceuticals $80 7% 10 Crown Holdings $79 7% 11 Brookfield Asset Managt $67 6% 12 Oracle $67 6% 13 Dell Inc $59 5%
cpan Posted January 8, 2013 Posted January 8, 2013 For some reason TE connectivity looks really interesting to me. It looks like its the leader in a fragmented industry with maybe 2 other big competitors (molex, Amphenol). The valuation looks pretty cheap with strong free cash flow. The CEO sounded very humble in the conference call when explaining their effort in expanding to mobile. I am still trying to understand the industry segment better. Does anyone have any pointers to what to read to get a better handle on the industry?
racemize Posted January 8, 2013 Posted January 8, 2013 For some reason TE connectivity looks really interesting to me. It looks like its the leader in a fragmented industry with maybe 2 other big competitors (molex, Amphenol). The valuation looks pretty cheap with strong free cash flow. The CEO sounded very humble in the conference call when explaining their effort in expanding to mobile. I am still trying to understand the industry segment better. Does anyone have any pointers to what to read to get a better handle on the industry? This may be worth starting a new investment thread.
Guest Posted January 13, 2013 Posted January 13, 2013 anyone know why he doesn't own any CHK? he's on the board.
compoundinglife Posted January 13, 2013 Posted January 13, 2013 anyone know why he doesn't own any CHK? he's on the board. He does not own any in the fund but he does own it. Pretty sure its 200,000 shares at around 25 a share.
Guest Posted January 13, 2013 Posted January 13, 2013 anyone know why he doesn't own any CHK? he's on the board. He does not own any in the fund but he does own it. Pretty sure its 200,000 shares at around 25 a share. ahh, makes sense then. Thanks man! :)
compoundinglife Posted January 13, 2013 Posted January 13, 2013 anyone know why he doesn't own any CHK? he's on the board. He does not own any in the fund but he does own it. Pretty sure its 200,000 shares at around 25 a share. ahh, makes sense then. Thanks man! :) Here are the filings, ballpark of 27 per share http://insidercow.com/forms/2011079/0000895126-11-000206.xml http://insidercow.com/forms/2011109/0000895126-11-000281.xml
T-bone1 Posted January 13, 2013 Posted January 13, 2013 I believe he owned at least 300k shares prior to becoming an insider and buying 200k shares in the open market.
Guest Posted January 13, 2013 Posted January 13, 2013 tbone, thanks for your info. I also liked your info on the CHK thread. Writing puts here is looking pretty interesting, too.
frith2012 Posted January 13, 2013 Posted January 13, 2013 If you consolidate all of his/his family's holdings, he owns a total of 542,098 shares or about $9.1m worth of CHK. If you're looking for insider holdings, look up the company in edgar and then click on insider transactions. Once you've clicked on the record of the officer/director you're interested in, you'll be able to see the most recent form 4 which details a transaction and lists total holdings. The most recent addition of shares was not a direct purchase, it was an award from CHK. http://www.sec.gov/Archives/edgar/data/895126/000089512612000336/xslF345X03/edgardoc.xml
compoundinglife Posted January 13, 2013 Posted January 13, 2013 If you consolidate all of his/his family's holdings, he owns a total of 542,098 shares or about $9.1m worth of CHK. If you're looking for insider holdings, look up the company in edgar and then click on insider transactions. Once you've clicked on the record of the officer/director you're interested in, you'll be able to see the most recent form 4 which details a transaction and lists total holdings. The most recent addition of shares was not a direct purchase, it was an award from CHK. http://www.sec.gov/Archives/edgar/data/895126/000089512612000336/xslF345X03/edgardoc.xml Thanks for the clarification.
educatedidiot Posted February 14, 2018 Posted February 14, 2018 Lou's Q4 13-F is out.. He's all over the cable operators, taking stakes in Charter and Liberty Broadband as well as increasing his Cable One position: http://www.rocketfinancial.com/Holdings.aspx?id=228763&fC=1
rogermunibond Posted February 14, 2018 Posted February 14, 2018 His ALSN position is also interesting to me given the downgrades on fears of electric trucks.
educatedidiot Posted May 17, 2018 Posted May 17, 2018 Lou's Q1 13-F is out. He just took a huge stake in Carmax this quarter, making it his 4th largest position. This is a big position for Sequoia, Akre, Markel, Broad Run, and Giverny as well. He also added to a few of his top holdings. http://www.rocketfinancial.com/Holdings.aspx?id=228763&fC=1
gfp Posted July 2, 2019 Posted July 2, 2019 In case anybody is interested, it appears that Lou Simpson has once again retired from managing money https://www.sec.gov/Archives/edgar/data/1534380/000117266119001425/xslForm13F_X01/primary_doc.xml Here's hoping his health is fine and he's just looking for a rest
gfp Posted July 7, 2019 Posted July 7, 2019 https://www.google.com/amp/s/www.bloomberg.com/amp/news/articles/2019-07-05/ex-berkshire-manager-lou-simpson-converts-firm-to-family-office
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