Lou Simpson - SQ Advisors

History Stock Activity Share change % change to portfolio
Q2  2017
HXL - Hexcel Corp. Add 36.07% 707,803 1.36
ST - Sensata Technologies Holding Add 16.59% 515,337 0.80
LBTYK - Liberty Global Inc. C Add 15.57% 1,319,888 1.50
AXTA - Axalta Coating Systems Ltd. Add 10.16% 621,065 0.72
ALSN - Allison Transmission Holdings Add 1.41% 68,218 0.09
TYL - Tyler Technologies Inc. Add 1.35% 11,888 0.08
AAPL - Apple Inc. Add 0.28% 3,426 0.02
BAM - Brookfield Asset Management Inc. Reduce 0.84% 65,543 0.09
SBAC - SBA Communications Corp. Reduce 1.05% 12,228 0.06
SCHW - Charles Schwab Reduce 1.36% 85,833 0.13
CABO - Cable ONE Inc. Reduce 1.38% 3,031 0.08
WBC - WABCO Holdings Inc. Reduce 1.71% 20,473 0.09
BRK.B - Berkshire Hathaway CL B Reduce 9.90% 147,386 0.91
AME - Ametek Inc. Reduce 26.55% 921,765 2.03
Q1  2017
TYL - Tyler Technologies Inc. Add 25.64% 179,498 1.06
HXL - Hexcel Corp. Add 21.86% 352,022 0.73
ST - Sensata Technologies Holding Add 14.22% 386,591 0.64
AXTA - Axalta Coating Systems Ltd. Add 12.09% 659,237 0.81
AAPL - Apple Inc. Add 7.16% 82,596 0.45
WBC - WABCO Holdings Inc. Add 0.68% 8,123 0.04
SBAC - SBA Communications Corp. Buy 1,159,699 5.33
LBTYK - Liberty Global Inc. C Reduce 0.10% 8,742 0.01
CABO - Cable ONE Inc. Reduce 0.58% 1,277 0.03
ALSN - Allison Transmission Holdings Reduce 2.63% 130,652 0.18
BAM - Brookfield Asset Management Inc. Reduce 5.50% 454,187 0.63
SCHW - Charles Schwab Reduce 7.70% 524,978 0.82
BRK.B - Berkshire Hathaway CL B Reduce 20.31% 379,484 2.41
AME - Ametek Inc. Reduce 31.55% 1,600,038 3.30
LILAK - Liberty LiLAC Group C Sell 100.00% 984,804 0.88
BRK.A - Berkshire Hathaway CL A Sell 100.00% 21 0.22
WFC - Wells Fargo Sell 100.00% 10,164 0.02
Q4  2016
CABO - Cable ONE Inc. Add 555.94% 186,735 4.89
ST - Sensata Technologies Holding Add 19.02% 434,438 0.71
LBTYK - Liberty Global Inc. C Add 3.27% 268,951 0.34
AXTA - Axalta Coating Systems Ltd. Add 3.12% 164,967 0.19
AAPL - Apple Inc. Buy 1,153,828 5.63
TYL - Tyler Technologies Inc. Buy 700,149 4.21
HXL - Hexcel Corp. Buy 1,610,367 3.49
WBC - WABCO Holdings Inc. Reduce 12.61% 171,515 0.77
BAM - Brookfield Asset Management Inc. Reduce 15.70% 1,536,569 2.14