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David Winters

David Winters

Last Update: 2013-05-14
Related: Wintergreen Fund

Number of Stocks: 13
Number of New Stocks: 1

Total Value: $906 Mil
Q/Q Turnover: 8%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Winters Sold :



TickerdownCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
MO Altria Group Inc. 2013-03-31 Reduce-3%$31.44 - $35.32
($33.75)
$ 36.157%Reduce -25.89%2,086,460
KOF Coca-Cola Femsa, S.A... 2012-09-30 Sold Out -3.4%$111.35 - $136.54
($122.36)
$ 141.8216%Sold Out0
WYNN Wynn Resorts, Limite... 2012-06-30 Sold Out -1.3%$97.55 - $136.62
($113.53)
$ 139.323%Sold Out0
GLD Spdr Gold Trust (etf... 2012-06-30 Sold Out -0.86%$148.94 - $162.92
($156.49)
$ 132.13-16%Sold Out0
ATVI Activision Blzd 2012-03-31 Sold Out -3.1%$11.67 - $12.86
($11.34)
$ 14.5929%Sold Out0
GS The Goldman Sachs Gr... 2011-09-30 Sold Out -3.0771%$93.98 - $137.6
($117.77)
$ 164.1539%Sold Out0
GD General Dynamics Cor... 2011-09-30 Sold Out -4.9242%$55.87 - $75.6
($64.24)
$ 78.8523%Sold Out0
POT Potash Corp. Of Sask... 2011-06-30 Sold Out -0.6%$50.97 - $61.44
($55.02)
$ 41.09-25%Sold Out0
ABX Barrick Gold Corp. 2011-06-30 Sold Out -10.64%$43.04 - $55.63
($47.73)
$ 18.9-60%Sold Out0
LUK Leucadia National Co... 2011-03-31 Sold Out $29.18 - $37.61
($33.04)
$ 27.36-17%Sold Out0
GLD Spdr Gold Trust Spdr... 2011-03-31 Sold Out $127.925 - $140.34
($135.37)
$ 132.13-2%Sold Out0
RAI REYNOLDS AMERICAN IN... 2010-12-31 Reduce-8.3%$29.245 - $33.4
($31.81)
$ 49.3155%Reduce -52.59%1,251,030
MJN MEAD JOHNSON NUTRITI... 2010-12-31 Sold Out -0.84%$55.95 - $62.55
($59.75)
$ 83.2439%Sold Out0
GD GENERAL DYNAMICS 2010-12-31 Reduce-1.41%$61.75 - $71.1
($67.07)
$ 78.8518%Reduce -22.85%365,831
FMX FOMENTO ECONOMICO ME... 2010-12-31 Sold Out -0.53%$50.19 - $57.38
($54.92)
$ 100.2482%Sold Out0
BRK.B Berkshire Hathaway I... 2010-09-30 Reduce-8.01%$76.37 - $83.54
($79.78)
$ 115.1744%Reduce -33.37%881,521
PM PHILIP MORRIS INTERN... 2010-06-30 Reduce-2.01%$43.17 - $52.95
($47.58)
$ 92.6595%Reduce -25.91%720,826
GS Goldman Sachs Group ... 2010-06-30 Reduce-2.17%$133.44 - $184.27
($148.68)
$ 164.1510%Reduce -49.59%142,329
GD General Dynamics Cor... 2010-06-30 Reduce-1.32%$59.43 - $78.67
($70.83)
$ 78.8511%Reduce -20.34%474,180
CHK Chesapeake Energy Co... 2010-06-30 Sold Out -2.13%$20.75 - $25.36
($23.44)
$ 21.25-9%Sold Out0
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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
1.2% 6.4%
» More Profile & Performance

David Winters's Current Portfolio:

Ticker Shares Value ($1000)
BRK.B1,255,167130,788
BEN775,650116,976
PM1,158,000107,358
CNQ3,033,63497,264
RAI2,044,48490,959
MA158,73185,894
KO2,026,63981,957
MO2,086,46071,753
CTO1,543,07560,566
GOOG37,33729,647
» More Current Portfolio

David Winters's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 38.7% 38.7%
Financial Services 36.8% 36.8%
Energy 10.7% 10.7%
Real Estate 6.7% 6.7%
Technology 2.2% 2.2%
Consumer Cyclical 1.4% 1.4%
» More Sector Weightings

David Winters's News:

» More Related News


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