Tracking Lou Simpson's SQ Advisors Portfolio - Q3 2012 Update

Below is a spreadsheet that highlights the changes to Lou Simpson's SQ Advisors US long stock portfolio as of Q3 2012:



Since inception in 2011, there have been very few changes. This quarter twelve of the fifteen positions in the portfolio were marginally increased, one was kept steady, and two were marginally decreased. The top three positions are Berkshire Hathaway (BRK.A and BRK.B), Fiserv (FISV), and TE Connectivity (TEL).


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