David Winters13F | |
Wintergreen Advisors | |
Last update 2019-05-10 | 4 Stocks (0 new) |
Value $99.00 Mil | Turnover 0 % |
Portfolio Report |
David Winters 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 Investing Philosophy
Winters is a value investor. He believes in holding solid companies for the long-term. He prefers to invest in companies that he thinks will do well in all market conditions, and avoids the current fad.
David Winters's Portfolio
David Winters Current Holdings
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
CTO | CTO Realty Growth Inc | 4,659,225 | 91709 | 0% | 92.21 | 0% | 26.01 | +3.65% | +2.99% | 400.415 | REITs | |
FWONA | Liberty Formula One Group | 16,672 | 568 | 0% | 0.57 | 0% | 0.01 | +6.23% | +13.30% | 16590.755 | Media - Diversified | |
LILA | Liberty Latin America Ltd | 18,888 | 365 | 0% | 0.37 | 0% | 0.01 | +42.81% | +16.83% | 1688.796 | Telecommunication Services | |
UNP | Union Pacific Corp | 40,780 | 6818 | -19.23% | 6.86 | -1.45% | 0.01 | -9.21% | -5.04% | 141578.838 | Transportation | |
MO | Altria Group Inc | 0 | 0 | Sold Out | 0 | -3.80% | 0 | +13.07% | +15.28% | 78134.826 | Tobacco Products |
Total 5