David Winters

David Winters

Last Update: 2014-02-14
Related: Wintergreen Fund

Number of Stocks: 11
Number of New Stocks: 0

Total Value: $905 Mil
Q/Q Turnover: 2%

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



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
NSC Norfolk Southern Cor... 2013-12-31 Reduce-1.34%$76.27 - $92.87
($85.82)
$ 96.2712%Reduce -89.65%19,199
MA MasterCard Incorpora... 2013-12-31 Reduce-1.13%$65.387 - $83.33
($74.22)
$ 74.130%Reduce -10.02%142,826
BRK.B Berkshire Hathaway I... 2013-12-31 Reduce-0.21%$111.37 - $118.04
($115.61)
$ 127.1810%Reduce -1.43%1,222,090
MO Altria Group Inc. 2013-09-30 Reduce-0.39%$33.46 - $37.23
($35.25)
$ 38.459%Reduce -4.89%1,984,460
BRK.B Berkshire Hathaway I... 2013-09-30 Reduce-0.19%$111.22 - $118.94
($115.43)
$ 127.1810%Reduce -1.22%1,239,817
MO Altria Group Inc. 2013-03-31 Reduce-3%$31.44 - $35.32
($33.75)
$ 38.4514%Reduce -25.89%2,086,460
RAI REYNOLDS AMERICAN IN... 2010-12-31 Reduce-8.3%$29.245 - $33.4
($31.81)
$ 54.973%Reduce -52.59%1,251,030
GD GENERAL DYNAMICS 2010-12-31 Reduce-1.41%$61.75 - $71.1
($67.07)
$ 109.0663%Reduce -22.85%365,831
BRK.B Berkshire Hathaway I... 2010-09-30 Reduce-8.01%$76.37 - $83.54
($79.78)
$ 127.1859%Reduce -33.37%881,521
GS Goldman Sachs Group ... 2010-06-30 Reduce-2.17%$133.44 - $184.27
($148.68)
$ 157.446%Reduce -49.59%142,329
PM PHILIP MORRIS INTERN... 2010-06-30 Reduce-2.01%$43.17 - $52.95
($47.58)
$ 83.1575%Reduce -25.91%720,826
GD General Dynamics Cor... 2010-06-30 Reduce-1.32%$59.43 - $78.67
($70.83)
$ 109.0654%Reduce -20.34%474,180
CHK Chesapeake Energy Co... 2010-03-31 Reduce-1.07%$22.37 - $28.97
($25.97)
$ 28.178%Reduce -50.15%477,127
CHK Chesapeake Energy Co... 2009-12-31 Reduce-2.26%$22.44 - $28.97
($25.32)
$ 28.1711%Reduce -43.24%957,114
RAI Reynolds American In... 2009-06-30 Reduce-2.42%$18.28 - $20.74
($19.51)
$ 54.9181%Reduce -33.75%710,657
LUK Leucadia National Co... 2009-06-30 Reduce-0.89%$15.26 - $25.22
($20.61)
$ 26.0826%Reduce -36.58%442,169
LUK Leucadia National Co... 2009-03-31 Reduce-0.82%$10.85 - $20.31
($15.5)
$ 26.0868%Reduce -26.39%697,169
RAI Reynolds American In... 2008-12-31 Reduce-2.38%$20.13 - $23.99
($21.25)
$ 54.9158%Reduce -26.53%1,072,732
SKF ULTRASHORT FINANCIAL... 2008-06-30 Reduce-2.28%$370.92 - $602.92
($451.6)
$ 16.93-96%Reduce -48.47%222,107
KOF CocaCola FEMSA S.A.B... 2008-03-31 Reduce-0.91%$45.36 - $56.64
($51.1)
$ 111.09117%Reduce -23.49%158,941
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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
15.2% 7.6%
» More Profile & Performance

David Winters's Current Portfolio:

Ticker Shares Value ($1000)
BRK.B1,222,090144,891
BEN2,326,950134,335
MA142,826119,325
RAI2,135,791106,768
CNQ3,100,495104,902
KO2,479,843102,442
MO1,970,21075,636
CTO1,543,07555,998
GOOGL37,33741,844
UNP99,89616,783
» More Current Portfolio

David Winters's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 44% 44%
Consumer Defensive 31.5% 31.5%
Energy 11.6% 11.6%
Real Estate 6.2% 6.2%
Technology 2.1% 2.1%
Utilities 0% 0%
» More Sector Weightings

David Winters's News:

» More Related News


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