David Winters's Wintergreen Fund is young and doing well, he also achieved great performances before he started the fund. David Winters likes to go around the world to find opportunities. These are his buys and sells during the third quarter.
David Winters buys Fomento Economico Mexicano S.A.B. de C.V, Liberty Media Corp. Interactive Common S, Grupo Televisa S.A. Global Depositary, sells Pogo Producing Company, Kraft Foods Inc. during the 3-months ended 09/30/2007, according to the most recent filings of his investment company, Wintergreen Advisors. David Winters owns 19 stocks with a total value of $842 million. These are the details of the buys and sells.
New Purchases: FMX, LINTA, TV,
Added Positions: BRK-B, CHK, CNQ, CTO, GOOG, LUK, PENN, RAI, WY, WYNN, CTO, CTO, CTO, CTO, CTO, CTO,
Sold Out: KFT, PPP,
Added: Wynn Resorts Ltd. (WYNN, Financial)
David Winters added to his holdings in Gambling company Wynn Resorts Ltd. by 24.41%. His purchase prices were between $94.24 and $157.56, with an estimated average price of $117.6. The impact to his portfolio due to this purchase was 5.06%. His holdings were 1,377,937 shares as of 09/30/2007.
Wynn Resorts, Limited, together with its subsidiaries, engages in the development, ownership, and operation of destination casino resorts in the United States. Wynn Resorts Ltd. has a market cap of $14.9 billion; its shares were traded at around $130.76 with P/E ratio of 71.94 and P/S ratio of 5.89.
Added: Reynolds American Inc. (RAI, Financial)
David Winters added to his holdings in Tobacco company Reynolds American Inc. by 68.67%. His purchase prices were between $60.05 and $66.07, with an estimated average price of $63.6. The impact to his portfolio due to this purchase was 4.6%. His holdings were 1,495,300 shares as of 09/30/2007.
Reynolds American, Inc., through its subsidiaries, engages in the manufacture and sale of cigarette products in the United States. It offers cigarettes and other tobacco products under the CAMEL, KOOL, DORAL, WINSTON, and SALEM brands etc. Reynolds American Inc. has a market cap of $18.64 billion; its shares were traded at around $62.25 with P/E ratio of 15.66 and P/S ratio of 2.07. The dividend yield of Reynolds American Inc. stocks is 5.4%.
Added: Chesapeake Energy Corp. (CHK, Financial)
David Winters added to his holdings in Exploration & Production company Chesapeake Energy Corp. by 52.23%. His purchase prices were between $32.2 and $36.42, with an estimated average price of $34.5. The impact to his portfolio due to this purchase was 2.12%. His holdings were 1,477,544 shares as of 09/30/2007.
Chesapeake Energy Corporation, an oil and natural gas exploration and production company, engages in the acquisition, exploration, and development of properties for the production of crude oil and natural gas from underground reservoirs. Chesapeake Energy Corp. has a market cap of $18.12 billion; its shares were traded at around $38.9 with P/E ratio of 12.05 and P/S ratio of 2.43. The dividend yield of Chesapeake Energy Corp. stocks is 0.7%.
Added: ConsolidatedTomoka Land Co (CTO, Financial)
David Winters added to his holdings in Real Estate Holding & Development company ConsolidatedTomoka Land Co by 13.07%. His purchase prices were between $62.8 and $74.09, with an estimated average price of $68.1. The impact to his portfolio due to this purchase was 1.24%. His holdings were 1,347,729 shares as of 09/30/2007.
Consolidated-Tomoka Land Co., through its wholly owned subsidiaries, engages in the real estate land sales and development, reinvestment of land sales proceeds into income properties, and golf course operations. ConsolidatedTomoka Land Co has a market cap of $370.90 million; its shares were traded at around $66.6 with P/E ratio of 42.61 and P/S ratio of 9.69. The dividend yield of ConsolidatedTomoka Land Co stocks is 0.6%.
Added: Berkshire Hathaway Inc. (BRK-B)
David Winters added to his holdings in Property & Casualty Insurance company Berkshire Hathaway Inc. by 9.05%. His purchase prices were between $3599 and $3996, with an estimated average price of $3808.9. The impact to his portfolio due to this purchase was 0.98%. His holdings were 25,124 shares as of 09/30/2007. Its shares were traded at around $4029 .
Added: Canadian Natural Resources Ltd. (CNQ, Financial)
David Winters added to his holdings in Exploration & Production company Canadian Natural Resources Ltd. by 18.24%. His purchase prices were between $64.63 and $76.59, with an estimated average price of $70. The impact to his portfolio due to this purchase was 0.56%. His holdings were 405,200 shares as of 09/30/2007.
Canadian Natural Resources Limited, through its subsidiaries, engages in the acquisition, exploration, development, production, marketing, and sale of crude oil, natural gas, natural gas liquids, and bitumen production. Canadian Natural Resources Ltd. has a market cap of $38.9 billion; its shares were traded at around $74.39 with P/E ratio of 17.64 and P/S ratio of 3.58. The dividend yield of Canadian Natural Resources Ltd. stocks is 0.4%.
Added: Google Inc. (GOOG, Financial)
David Winters added to his holdings in Internet company Google Inc. by 10.45%. His purchase prices were between $500.04 and $567.27, with an estimated average price of $526.8. The impact to his portfolio due to this purchase was 0.48%. His holdings were 75,108 shares as of 09/30/2007. Google Inc. has a market cap of $196.98 billion; its shares were traded at around $641.68 with P/E ratio of 49.26 and P/S ratio of 13.41.
Added: Penn National Gaming Inc. (PENN, Financial)
David Winters added to his holdings in Gambling company Penn National Gaming Inc. by 9.5%. His purchase prices were between $56.05 and $60.82, with an estimated average price of $58.5. The impact to his portfolio due to this purchase was 0.29%. His holdings were 470,288 shares as of 09/30/2007.
Penn National Gaming, Inc. engages in the ownership and operation of gaming and pari-mutuel properties in the United States. It also engages in the ownership and operation of racetrack and off-track wagering facilities. Penn National Gaming Inc. has a market cap of $5.2 billion; its shares were traded at around $60.75 with P/E ratio of 24.50 and P/S ratio of 2.17.
Added: Leucadia National Corp. (LUK, Financial)
David Winters added to his holdings in Property & Casualty Insurance company Leucadia National Corp. by 8.16%. His purchase prices were between $36.71 and $48.22, with an estimated average price of $42.4. The impact to his portfolio due to this purchase was 0.24%. His holdings were 558,261 shares as of 09/30/2007.
Leucadia National Corporation, through its subsidiaries, engages in the manufacturing, real estate, medical product development, and winery operations in the United States. Leucadia National Corp. has a market cap of $9.92 billion; its shares were traded at around $44.93 with P/E ratio of 168.19 and P/S ratio of 10.09. The dividend yield of Leucadia National Corp. stocks is 0.5%.
Added: Weyerhaeuser Company (WY, Financial)
David Winters added to his holdings in Forestry company Weyerhaeuser Company by 4.08%. His purchase prices were between $64.47 and $80.33, with an estimated average price of $70.7. The impact to his portfolio due to this purchase was 0.13%. His holdings were 387,555 shares as of 09/30/2007.
Weyerhaeuser Company engages in growing and harvesting timber, as well as in the manufacture, distribution, and sale of forest products primarily in the United States and Canada. Weyerhaeuser Company has a market cap of $15.35 billion; its shares were traded at around $73.05 with P/E ratio of 11.83 and P/S ratio of 0.76. The dividend yield of Weyerhaeuser Company stocks is 3.5%.
New Purchase: Fomento Economico Mexicano S.A.B. de C.V (FMX, Financial)
David Winters initiated holdings in Brewers company Fomento Economico Mexicano S.A.B. de C.V. His purchase prices were between $33.13 and $39.32, with an estimated average price of $35.8. The impact to his portfolio due to this purchase was 5.56%. His holdings were 1,250,903 shares as of 09/30/2007.
Fomento Economico Mexicano, S.A.B. de C.V. operates as a beverage company in Latin America. It operates through three subholding companies: Coca-Cola FEMSA, S.A.B. de C.V.; FEMSA Cerveza, S.A. de C.V.; and FEMSA Comercio, S.A. de C.V. Fomento Economico Mexicano S.A.B. de C.V has a market cap of $11.37 billion; its shares were traded at around $32.71 with P/E ratio of 17.56 and P/S ratio of 0.95. The dividend yield of Fomento Economico Mexicano S.A.B. de C.V stocks is 2%.
New Purchase: Liberty Media Corp. Interactive Common S (LINTA)
David Winters initiated holdings in Broadcasting & Entertainment company Liberty Media Corp. Interactive Common S. His purchase prices were between $18.08 and $22.87, with an estimated average price of $20. The impact to his portfolio due to this purchase was 2.57%. His holdings were 1,125,763 shares as of 09/30/2007.
Liberty Media Interactive engages in video and online commerce in the United States and internationally. The company, through its subsidiary, markets and sells various consumer products, including home, apparel and accessories, and jewelry. Liberty Media Corp. Interactive Common S has a market cap of $12.12 billion; its shares were traded at around $19.96 with P/E ratio of 19.21 and P/S ratio of 1.59.
New Purchase: Grupo Televisa S.A. Global Depositary (TV)
David Winters initiated holdings in Broadcasting & Entertainment company Grupo Televisa S.A. Global Depositary. His purchase prices were between $24.17 and $28.72, with an estimated average price of $25.8. The impact to his portfolio due to this purchase was 0.73%. His holdings were 254,000 shares as of 09/30/2007.
Grupo Televisa, S.A.B. and its subsidiaries operate as a media company in Mexico. The company operates in nine segments: Television Broadcasting, Sky Mexico, Programming Exports, Cable Television, Pay Television Networks, Publishing, Radio etc. Grupo Televisa S.A. Global Depositary has a market cap of $13.43 billion; its shares were traded at around $23.75 with P/E ratio of 19.80 and P/S ratio of 3.76. The dividend yield of Grupo Televisa S.A. Global Depositary stocks is 0.7%.
Sold Out: Kraft Foods Inc. (KFT)
David Winters sold out his holdings in Food Products company Kraft Foods Inc.. His sale prices were between $31.05 and $35.59, with an estimated average price of $33.3. The impact to his portfolio due to this sale was less than 0.01%.
Kraft Foods, Inc., through its subsidiaries, engages in the manufacture and sale of packaged foods and beverages in the United States, Canada, Europe, Latin America, Asia Pacific, Africa, and the Middle East. Kraft Foods Inc. has a market cap of $50.08 billion; its shares were traded at around $32.98 with P/E ratio of 19.92 and P/S ratio of 1.41. The dividend yield of Kraft Foods Inc. stocks is 3.3%.
Sold Out: Pogo Producing Company (PPP)
David Winters sold out his holdings in Exploration & Production company Pogo Producing Company. His sale prices were between $49.2 and $57.87, with an estimated average price of $51.7. The impact to his portfolio due to this sale was less than 0.01%. Its shares were traded at around $60 . The dividend yield of Pogo Producing Company stocks is 0.5%.
David Winters buys Fomento Economico Mexicano S.A.B. de C.V, Liberty Media Corp. Interactive Common S, Grupo Televisa S.A. Global Depositary, sells Pogo Producing Company, Kraft Foods Inc. during the 3-months ended 09/30/2007, according to the most recent filings of his investment company, Wintergreen Advisors. David Winters owns 19 stocks with a total value of $842 million. These are the details of the buys and sells.
New Purchases: FMX, LINTA, TV,
Added Positions: BRK-B, CHK, CNQ, CTO, GOOG, LUK, PENN, RAI, WY, WYNN, CTO, CTO, CTO, CTO, CTO, CTO,
Sold Out: KFT, PPP,
Added: Wynn Resorts Ltd. (WYNN, Financial)
David Winters added to his holdings in Gambling company Wynn Resorts Ltd. by 24.41%. His purchase prices were between $94.24 and $157.56, with an estimated average price of $117.6. The impact to his portfolio due to this purchase was 5.06%. His holdings were 1,377,937 shares as of 09/30/2007.
Wynn Resorts, Limited, together with its subsidiaries, engages in the development, ownership, and operation of destination casino resorts in the United States. Wynn Resorts Ltd. has a market cap of $14.9 billion; its shares were traded at around $130.76 with P/E ratio of 71.94 and P/S ratio of 5.89.
Added: Reynolds American Inc. (RAI, Financial)
David Winters added to his holdings in Tobacco company Reynolds American Inc. by 68.67%. His purchase prices were between $60.05 and $66.07, with an estimated average price of $63.6. The impact to his portfolio due to this purchase was 4.6%. His holdings were 1,495,300 shares as of 09/30/2007.
Reynolds American, Inc., through its subsidiaries, engages in the manufacture and sale of cigarette products in the United States. It offers cigarettes and other tobacco products under the CAMEL, KOOL, DORAL, WINSTON, and SALEM brands etc. Reynolds American Inc. has a market cap of $18.64 billion; its shares were traded at around $62.25 with P/E ratio of 15.66 and P/S ratio of 2.07. The dividend yield of Reynolds American Inc. stocks is 5.4%.
Added: Chesapeake Energy Corp. (CHK, Financial)
David Winters added to his holdings in Exploration & Production company Chesapeake Energy Corp. by 52.23%. His purchase prices were between $32.2 and $36.42, with an estimated average price of $34.5. The impact to his portfolio due to this purchase was 2.12%. His holdings were 1,477,544 shares as of 09/30/2007.
Chesapeake Energy Corporation, an oil and natural gas exploration and production company, engages in the acquisition, exploration, and development of properties for the production of crude oil and natural gas from underground reservoirs. Chesapeake Energy Corp. has a market cap of $18.12 billion; its shares were traded at around $38.9 with P/E ratio of 12.05 and P/S ratio of 2.43. The dividend yield of Chesapeake Energy Corp. stocks is 0.7%.
Added: ConsolidatedTomoka Land Co (CTO, Financial)
David Winters added to his holdings in Real Estate Holding & Development company ConsolidatedTomoka Land Co by 13.07%. His purchase prices were between $62.8 and $74.09, with an estimated average price of $68.1. The impact to his portfolio due to this purchase was 1.24%. His holdings were 1,347,729 shares as of 09/30/2007.
Consolidated-Tomoka Land Co., through its wholly owned subsidiaries, engages in the real estate land sales and development, reinvestment of land sales proceeds into income properties, and golf course operations. ConsolidatedTomoka Land Co has a market cap of $370.90 million; its shares were traded at around $66.6 with P/E ratio of 42.61 and P/S ratio of 9.69. The dividend yield of ConsolidatedTomoka Land Co stocks is 0.6%.
Added: Berkshire Hathaway Inc. (BRK-B)
David Winters added to his holdings in Property & Casualty Insurance company Berkshire Hathaway Inc. by 9.05%. His purchase prices were between $3599 and $3996, with an estimated average price of $3808.9. The impact to his portfolio due to this purchase was 0.98%. His holdings were 25,124 shares as of 09/30/2007. Its shares were traded at around $4029 .
Added: Canadian Natural Resources Ltd. (CNQ, Financial)
David Winters added to his holdings in Exploration & Production company Canadian Natural Resources Ltd. by 18.24%. His purchase prices were between $64.63 and $76.59, with an estimated average price of $70. The impact to his portfolio due to this purchase was 0.56%. His holdings were 405,200 shares as of 09/30/2007.
Canadian Natural Resources Limited, through its subsidiaries, engages in the acquisition, exploration, development, production, marketing, and sale of crude oil, natural gas, natural gas liquids, and bitumen production. Canadian Natural Resources Ltd. has a market cap of $38.9 billion; its shares were traded at around $74.39 with P/E ratio of 17.64 and P/S ratio of 3.58. The dividend yield of Canadian Natural Resources Ltd. stocks is 0.4%.
Added: Google Inc. (GOOG, Financial)
David Winters added to his holdings in Internet company Google Inc. by 10.45%. His purchase prices were between $500.04 and $567.27, with an estimated average price of $526.8. The impact to his portfolio due to this purchase was 0.48%. His holdings were 75,108 shares as of 09/30/2007. Google Inc. has a market cap of $196.98 billion; its shares were traded at around $641.68 with P/E ratio of 49.26 and P/S ratio of 13.41.
Added: Penn National Gaming Inc. (PENN, Financial)
David Winters added to his holdings in Gambling company Penn National Gaming Inc. by 9.5%. His purchase prices were between $56.05 and $60.82, with an estimated average price of $58.5. The impact to his portfolio due to this purchase was 0.29%. His holdings were 470,288 shares as of 09/30/2007.
Penn National Gaming, Inc. engages in the ownership and operation of gaming and pari-mutuel properties in the United States. It also engages in the ownership and operation of racetrack and off-track wagering facilities. Penn National Gaming Inc. has a market cap of $5.2 billion; its shares were traded at around $60.75 with P/E ratio of 24.50 and P/S ratio of 2.17.
Added: Leucadia National Corp. (LUK, Financial)
David Winters added to his holdings in Property & Casualty Insurance company Leucadia National Corp. by 8.16%. His purchase prices were between $36.71 and $48.22, with an estimated average price of $42.4. The impact to his portfolio due to this purchase was 0.24%. His holdings were 558,261 shares as of 09/30/2007.
Leucadia National Corporation, through its subsidiaries, engages in the manufacturing, real estate, medical product development, and winery operations in the United States. Leucadia National Corp. has a market cap of $9.92 billion; its shares were traded at around $44.93 with P/E ratio of 168.19 and P/S ratio of 10.09. The dividend yield of Leucadia National Corp. stocks is 0.5%.
Added: Weyerhaeuser Company (WY, Financial)
David Winters added to his holdings in Forestry company Weyerhaeuser Company by 4.08%. His purchase prices were between $64.47 and $80.33, with an estimated average price of $70.7. The impact to his portfolio due to this purchase was 0.13%. His holdings were 387,555 shares as of 09/30/2007.
Weyerhaeuser Company engages in growing and harvesting timber, as well as in the manufacture, distribution, and sale of forest products primarily in the United States and Canada. Weyerhaeuser Company has a market cap of $15.35 billion; its shares were traded at around $73.05 with P/E ratio of 11.83 and P/S ratio of 0.76. The dividend yield of Weyerhaeuser Company stocks is 3.5%.
New Purchase: Fomento Economico Mexicano S.A.B. de C.V (FMX, Financial)
David Winters initiated holdings in Brewers company Fomento Economico Mexicano S.A.B. de C.V. His purchase prices were between $33.13 and $39.32, with an estimated average price of $35.8. The impact to his portfolio due to this purchase was 5.56%. His holdings were 1,250,903 shares as of 09/30/2007.
Fomento Economico Mexicano, S.A.B. de C.V. operates as a beverage company in Latin America. It operates through three subholding companies: Coca-Cola FEMSA, S.A.B. de C.V.; FEMSA Cerveza, S.A. de C.V.; and FEMSA Comercio, S.A. de C.V. Fomento Economico Mexicano S.A.B. de C.V has a market cap of $11.37 billion; its shares were traded at around $32.71 with P/E ratio of 17.56 and P/S ratio of 0.95. The dividend yield of Fomento Economico Mexicano S.A.B. de C.V stocks is 2%.
New Purchase: Liberty Media Corp. Interactive Common S (LINTA)
David Winters initiated holdings in Broadcasting & Entertainment company Liberty Media Corp. Interactive Common S. His purchase prices were between $18.08 and $22.87, with an estimated average price of $20. The impact to his portfolio due to this purchase was 2.57%. His holdings were 1,125,763 shares as of 09/30/2007.
Liberty Media Interactive engages in video and online commerce in the United States and internationally. The company, through its subsidiary, markets and sells various consumer products, including home, apparel and accessories, and jewelry. Liberty Media Corp. Interactive Common S has a market cap of $12.12 billion; its shares were traded at around $19.96 with P/E ratio of 19.21 and P/S ratio of 1.59.
New Purchase: Grupo Televisa S.A. Global Depositary (TV)
David Winters initiated holdings in Broadcasting & Entertainment company Grupo Televisa S.A. Global Depositary. His purchase prices were between $24.17 and $28.72, with an estimated average price of $25.8. The impact to his portfolio due to this purchase was 0.73%. His holdings were 254,000 shares as of 09/30/2007.
Grupo Televisa, S.A.B. and its subsidiaries operate as a media company in Mexico. The company operates in nine segments: Television Broadcasting, Sky Mexico, Programming Exports, Cable Television, Pay Television Networks, Publishing, Radio etc. Grupo Televisa S.A. Global Depositary has a market cap of $13.43 billion; its shares were traded at around $23.75 with P/E ratio of 19.80 and P/S ratio of 3.76. The dividend yield of Grupo Televisa S.A. Global Depositary stocks is 0.7%.
Sold Out: Kraft Foods Inc. (KFT)
David Winters sold out his holdings in Food Products company Kraft Foods Inc.. His sale prices were between $31.05 and $35.59, with an estimated average price of $33.3. The impact to his portfolio due to this sale was less than 0.01%.
Kraft Foods, Inc., through its subsidiaries, engages in the manufacture and sale of packaged foods and beverages in the United States, Canada, Europe, Latin America, Asia Pacific, Africa, and the Middle East. Kraft Foods Inc. has a market cap of $50.08 billion; its shares were traded at around $32.98 with P/E ratio of 19.92 and P/S ratio of 1.41. The dividend yield of Kraft Foods Inc. stocks is 3.3%.
Sold Out: Pogo Producing Company (PPP)
David Winters sold out his holdings in Exploration & Production company Pogo Producing Company. His sale prices were between $49.2 and $57.87, with an estimated average price of $51.7. The impact to his portfolio due to this sale was less than 0.01%. Its shares were traded at around $60 . The dividend yield of Pogo Producing Company stocks is 0.5%.
