Lou Simpson

Northwestern identified Louis Simpson as chairman of SQ Advisors in 2015. Coverage here is historical: dated SQ Advisors filings from 2018–2019, not current holdings.

RECORD OWNER / ASSOCIATIONSQ Advisors, LLC
LATEST COLLECTED RECORD DATE31 Mar 2019
RESEARCH COVERAGE20 records · 2 dates
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These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.

A CLOSER LOOK / 31 Mar 2019

Largest positions
in this source table.

Weights calculated from the complete reported table of U.S. SEC EDGAR. Denominator: that source’s disclosed public table, not personal wealth.

See source & scope ↗
LIBERTY BROADBAND CORP
15.74%
BROOKFIELD ASSET MGMT INC
13.55%
ALLISON TRANSMISSION HLDGS I
12.92%
CABLE ONE INC
11.51%
CARMAX INC
11.33%
Top 5 of 10 selected source-table records.
PERIOD COMPARISON

Comparison unavailable.

Split adjustments and security identity require review before comparison.

The disclosed positions.

2 record sources ↗
ASSET / SECURITYREPORTED QUANTITYREPORTED VALUE / USDWEIGHTQUARTERLY ACTIVITYRECORD TYPE / OWNERSOURCE
530307305LIBERTY BROADBAND CORP2,261,946shares$207,511,000Reported market value$91.74 / reported unit (derived)15.74%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institution31 Mar 2019U.S. SEC EDGAR ↗Record details ↗
112585104BROOKFIELD ASSET MGMT INC3,828,355shares$178,589,000Reported market value$46.65 / reported unit (derived)13.55%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institution31 Mar 2019U.S. SEC EDGAR ↗Record details ↗
01973R101ALLISON TRANSMISSION HLDGS I3,790,722shares$170,279,000Reported market value$44.92 / reported unit (derived)12.92%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institution31 Mar 2019U.S. SEC EDGAR ↗Record details ↗
12685J105CABLE ONE INC154,609shares$151,730,000Reported market value$981.38 / reported unit (derived)11.51%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institution31 Mar 2019U.S. SEC EDGAR ↗Record details ↗
143130102CARMAX INC2,138,822shares$149,290,000Reported market value$69.8 / reported unit (derived)11.33%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institution31 Mar 2019U.S. SEC EDGAR ↗Record details ↗
037833100APPLE INC672,007shares$127,648,000Reported market value$189.95 / reported unit (derived)9.68%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institution31 Mar 2019U.S. SEC EDGAR ↗Record details ↗
808513105THE CHARLES SCHWAB CORPORATI2,949,418shares$126,117,000Reported market value$42.76 / reported unit (derived)9.57%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institution31 Mar 2019U.S. SEC EDGAR ↗Record details ↗
902252105TYLER TECHNOLOGIES INC390,263shares$79,770,000Reported market value$204.4 / reported unit (derived)6.05%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institution31 Mar 2019U.S. SEC EDGAR ↗Record details ↗
G8060N102SENSATA TECHNOLOGIES HLDNG P1,661,297shares$74,792,000Reported market value$45.02 / reported unit (derived)5.67%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institution31 Mar 2019U.S. SEC EDGAR ↗Record details ↗
084670702BERKSHIRE HATHAWAY INC DEL260,282shares$52,288,000Reported market value$200.89 / reported unit (derived)3.97%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institution31 Mar 2019U.S. SEC EDGAR ↗Record details ↗

Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.

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