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David Winters

David Winters

Last Update: 2013-05-15

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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Comments

Gurufocus
ReplyGurufocus - 2 years ago
Not other than the ones listed in the portfolio. Many of his foreign holdings are not traded in the US, we cannot have stock symbols for them.
Charles.wilton
ReplyCharles.wilton - 2 years ago
do you have his international holdings???
Gurufocus
ReplyGurufocus - 4 years ago
The portfolio here is different from his fund. It may not include foreign holdings in his fund.

We tried to follow his fund, but many of his holdings are not traded in the US, and no stock tickers available.
Max7777
ReplyMax7777 - 4 years ago
How come his largest holding according to his own fund website is not here. He also mentioned it in the February 2009 Money Mag article, so he has not sold it. Japan Tobacco Inc represented 7.5% of his portfolio.

In fact 5 out of the 10 Largest holdings of his fund are not on your list. Again he reconfirmed in the article that he is still holding Anglo American plc as of this month Feb 2009.

Jardine Matheson Holdings Ltd
Imperial Tobacco Group plc
Schindler Holding AG - PC
Anglo American plc

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