Lou Simpson - SQ Advisors

History Stock Activity Share change % change to portfolio
Q3  2017
ALSN - Allison Transmission Holdings Add 46.03% 2,261,898 2.99
AXTA - Axalta Coating Systems Ltd. Add 12.42% 836,273 0.85
CABO - Cable ONE Inc. Add 8.01% 17,299 0.44
ST - Sensata Technologies Holding Add 7.40% 268,025 0.45
SBAC - SBA Communications Corp. Add 5.16% 59,256 0.30
LBTYK - Liberty Global Inc. C Add 0.12% 11,748 0.01
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
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
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
Q3  2016
LILAK - Liberty LiLAC Group C Add 480.83% 1,019,975 1.14
ALSN - Allison Transmission Holdings Add 30.65% 1,406,507 1.61
AXTA - Axalta Coating Systems Ltd. Buy 5,286,522 5.95
ST - Sensata Technologies Holding Buy 2,284,420 3.53
CABO - Cable ONE Inc. Buy 33,589 0.78
Q2  2016
ALSN - Allison Transmission Holdings Buy 4,588,604 5.48
BBU - Brookfield Business Partners LP Buy 243,059 0.20
Q1  2016
LBTYK - Liberty Global Inc. C Add 7.91% 657,345 0.92
WBC - WABCO Holdings Inc. Buy 1,502,238 6.01
Q4  2015
VRX - Valeant Pharmaceuticals Int'l Add 38.18% 745,631 2.51
USB - U.S. Bancorp Add 6.59% 128,632 0.18
LBTYK - Liberty Global Inc. C Add 4.32% 344,078 0.47
BRK.B - Berkshire Hathaway CL B Add 2.78% 74,831 0.33