David Winters

David Winters

Last Update: 05-15-2015
Related: Wintergreen Fund

Number of Stocks: 12
Number of New Stocks: 1

Total Value: $606 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Winters Bought 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)
$ 71.4015%Add 136.56%603,215
CNQ Canadian Natural Resources Ltd 2014-12-31 Add0.37%$27.31 - $37.98
($33.74)
$ 26.98-20%Add 3.09%3,197,951
UNP Union Pacific Corp 2014-09-30 Add1.31%$97.48 - $109.58
($103.66)
$ 96.66-7%Add 47.04%291,762
BEN Franklin Resources Inc 2014-09-30 Add0.55%$53.17 - $58.22
($56.02)
$ 49.21-12%Add 3.41%2,379,770
CNQ Canadian Natural Resources Ltd 2014-06-30 Add0.25%$38.48 - $45.72
($41.3)
$ 26.98-35%Add 1.40%3,101,989
KO Coca-Cola Co 2014-03-31 Add0.13%$37.1 - $41.31
($38.72)
$ 39.492%Add 1.17%2,508,827
KO Coca-Cola Co 2013-12-31 Add1.75%$37.05 - $41.09
($39.43)
$ 39.490%Add 18.28%2,479,843
CNQ Canadian Natural Resources Ltd 2013-12-31 Add0.25%$30.61 - $33.52
($32.14)
$ 26.98-16%Add 2.20%3,100,495
UNP Union Pacific Corp 2013-12-31 Add0.09%$75.285 - $84
($79.2)
$ 96.6622%Add 4.91%199,792
KO Coca-Cola Co 2013-09-30 Add0.28%$37.9 - $41.09
($39.54)
$ 39.49-0%Add 3.45%2,096,639
RAI Reynolds American Inc 2013-06-30 Add0.43%$44.2 - $49.71
($47.34)
$ 74.6858%Add 3.95%2,125,184
RAI Reynolds American Inc 2013-03-31 Add2.82%$41.43 - $44.93
($43.44)
$ 74.6872%Add 39.26%2,044,484
PM Philip Morris International Inc 2013-03-31 Add2.42%$83.64 - $93.42
($89.89)
$ 81.17-10%Add 25.85%1,158,000
BEN Franklin Resources Inc 2013-03-31 Add0.61%$43.263 - $50.27
($46.97)
$ 49.215%Add 4.94%2,326,950
CNQ Canadian Natural Resources Ltd 2013-03-31 Add0.61%$28.87 - $32.93
($30.71)
$ 26.98-12%Add 6.03%3,033,634
KO Coca-Cola Co 2013-03-31 Add0.42%$36.25 - $40.69
($38.16)
$ 39.493%Add 4.85%2,026,639
KO Coca-Cola Co 2012-12-31 Add3.18%$35.97 - $38.58
($37.33)
$ 39.496%Add 52.94%1,932,969
CNQ Canadian Natural Resources Ltd 2012-12-31 Add1.24%$27.23 - $31.74
($29.23)
$ 26.98-8%Add 13.01%2,861,134
BRK.B Berkshire Hathaway Inc 2012-12-31 Add0.67%$84.58 - $90.69
($88.09)
$ 137.3956%Add 4.77%1,255,167
MO Altria Group Inc 2012-12-31 Add0.13%$30.49 - $34.05
($32.63)
$ 48.9950%Add 1.11%2,815,426
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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:

Ticker Shares Value ($1000)
RAI1,607,838110,796
BEN1,993,067102,284
CNQ3,197,95198,018
CTO1,543,07592,060
MO1,438,20571,939
KO788,22331,962
UNP291,76231,601
GOOGL34,02318,873
GOOG34,11718,645
LO279,88518,290
» More Current Portfolio

David Winters's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 38.4% 38.4%
Financial Services 16.9% 16.9%
Energy 16.2% 16.2%
Real Estate 15.2% 15.2%
Technology 7.1% 7.1%
Basic Materials 0% 0%
» More Sector Weightings

David Winters's News:

» More Related News


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