David Winters

David Winters

Last Update: 02-13-2015
Related: Wintergreen Fund

Number of Stocks: 14
Number of New Stocks: 1

Total Value: $798 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Winters Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
LO Lorillard Inc 2014-12-31 Add2.77%$58 - $64.06
($61.88)
$ 70.5912%Add 136.56%603,215
MO Altria Group Inc 2014-12-31 Reduce-1.29%$45.17 - $51.27
($48.76)
$ 52.637%Reduce -11.25%1,713,276
CNQ Canadian Natural Resources Ltd 2014-12-31 Add0.37%$27.31 - $37.98
($33.74)
$ 33.47-1%Add 3.09%3,197,951
UFS Domtar Corp 2014-12-31 Buy 0.25%$33.06 - $42.58
($39.41)
$ 43.9310%New holding48,800
MA MasterCard Inc 2014-09-30 Reduce-2.44%$74.06 - $78.32
($76.25)
$ 87.3313%Reduce -35.32%474,944
LO Lorillard Inc 2014-09-30 Buy 2%$59.03 - $67.22
($60.6)
$ 70.5914%New holding254,997
UNP Union Pacific Corp 2014-09-30 Add1.31%$97.48 - $109.58
($103.66)
$ 110.446%Add 47.04%291,762
BEN Franklin Resources Inc 2014-09-30 Add0.55%$53.17 - $58.22
($56.02)
$ 51.23-9%Add 3.41%2,379,770
FUL H.B. Fuller Company 2014-09-30 Buy 0.24%$37.68 - $48.37
($45.61)
$ 42.66-7%New holding46,504
GOOG Google Inc 2014-09-30 Reduce-0.19%$562.73 - $596.08
($579.9)
$ 535.38-8%Reduce -6.87%34,023
GOOGL Google Inc 2014-09-30 Reduce-0.19%$571.81 - $605.4
($589.35)
$ 544.53-8%Reduce -6.87%34,023
BRK.B Berkshire Hathaway Inc 2014-06-30 Sold Out -17.7%$121.7 - $129.06
($126.57)
$ 142.0911%Sold Out0
CNQ Canadian Natural Resources Ltd 2014-06-30 Add0.25%$38.48 - $45.72
($41.3)
$ 33.47-23%Add 1.40%3,101,989
MA MasterCard Inc 2014-06-30 Reduce-0.03%$68.68 - $77.47
($74.29)
$ 87.3315%Reduce -0.49%734,243
MA MasterCard Inc 2014-03-31 Reduce-6.38%$72.84 - $84.36
($78.35)
$ 87.3310%Reduce -48.34%737,848
BRK.B Berkshire Hathaway Inc 2014-03-31 Reduce-0.19%$108.78 - $125.2
($116.77)
$ 142.0918%Reduce -1.18%1,207,613
CNQ Canadian Natural Resources Ltd 2014-03-31 Reduce-0.15%$31.8 - $38.07
($34.87)
$ 33.47-4%Reduce -1.33%3,059,253
MO Altria Group Inc 2014-03-31 Reduce-0.13%$34 - $38.39
($36.39)
$ 52.6331%Reduce -1.50%1,940,705
KO Coca-Cola Co 2014-03-31 Add0.13%$37.1 - $41.31
($38.72)
$ 40.665%Add 1.17%2,508,827
RAI Reynolds American Inc 2014-03-31 Reduce-0.12%$46.96 - $56.31
($50.3)
$ 75.1033%Reduce -1.03%2,113,817
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

David Winters's Profile:

Manager of Wintergreen Fund, David J. Winters, was formerly chief executive officer and chief investment officer of Franklin Mutual Advisers. Winters resigned from that $35 billion fund behemoth in order to found his own mutual fund. The Wintergreen Fund (WRGNX), incepted in October 2005.



David Winters's Performance:

Average Annual Return of Wintergreen Fund
5 Yrs Since Inception
8.5% 6.6%
» More Profile & Performance

David Winters's Current Portfolio:

» More Current Portfolio

David Winters's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 45.6% 45.6%
Financial Services 21.6% 21.6%
Energy 12.4% 12.4%
Real Estate 10.8% 10.8%
Technology 4.7% 4.7%
Basic Materials 0.5% 0.5%
» More Sector Weightings

David Winters's News:

» More Related News


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