Tracking Lou Simpson's SQ Advisors Portfolio - Q4 2012 Update

Below is a spreadsheet that highlights the changes to Lou Simpson's SQ Advisors US long stock portfolio as of Q4 2012. Please check-out our previous update to see how his portfolio has progressed:

 Changes this quarter include a 4.86% stake establishment in Moody's Corporation (MCO) and a 50% stake increase in Oracle (ORCL) to an 8.48% allocation.Stake reductions include a 50% disposal of Dell Inc (DELL), one-third disposal of Fiserv (FISV), another one-third elimination of Lowes (LOW).

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