David Winters

David Winters

13F
Wintergreen Advisors
Last update 2019-05-10 4 Stocks (0 new)
Value $99.00 Mil Turnover 0 %
Countries:

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 Portfolio and Latest Trades

Type:

* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.

* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.

Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MO
Altria Group Inc
2019-03-31
Sold Out
Sold Out
-3.80%
43.33 ($51) 57.43
$65.70
28.82%
Sold Out
0
-71,331
UNP
Union Pacific Corp
2019-03-31
Reduce
Reduce
-1.45%
132.68 ($160.69) 171.33
$293.68
82.76%
Reduce -19.23%
40,780
-9,706
MO
Altria Group Inc
2018-12-31
Reduce
Reduce
-7.15%
47.56 ($57.64) 65.87
$65.70
13.98%
Reduce -68%
71,331
-151,579
BTI
British American Tobacco PLC
2018-12-31
Sold Out
Sold Out
-4.41%
31.33 ($38.54) 46.39
$57.06
48.05%
Sold Out
0
-120,879
UNP
Union Pacific Corp
2018-12-31
Reduce
Reduce
-2.14%
128.21 ($147.62) 164.56
$293.68
98.94%
Reduce -25%
50,486
-16,826
BTI
British American Tobacco PLC
2018-09-30
Reduce
Reduce
-2.78%
46.24 ($50.79) 54.8
$57.06
12.34%
Reduce -37.89%
120,879
-73,736
MO
Altria Group Inc
2018-09-30
Reduce
Reduce
-2.05%
55.87 ($59.37) 63.43
$65.70
10.66%
Reduce -17.83%
222,910
-48,375
UNP
Union Pacific Corp
2018-09-30
Reduce
Reduce
-1.88%
138.26 ($150.54) 164.99
$293.68
95.08%
Reduce -20.83%
67,312
-17,710
BTI
British American Tobacco PLC
2018-06-30
Reduce
Reduce
-2.19%
48.34 ($52.69) 60.3
$57.06
8.29%
Reduce -21.63%
194,615
-53,718
MO
Altria Group Inc
2018-06-30
Reduce
Reduce
-0.40%
54.52 ($57.7) 64.54
$65.70
13.86%
Reduce -3.27%
271,285
-9,167
MO
Altria Group Inc
2018-03-31
Reduce
Reduce
-4.70%
59.27 ($66.23) 71.56
$65.70
-0.80%
Reduce -27.53%
280,452
-106,530
UNP
Union Pacific Corp
2018-03-31
Reduce
Reduce
-4.14%
124.14 ($134.56) 141.97
$293.68
118.25%
Reduce -37.03%
85,022
-50,000
BTI
British American Tobacco PLC
2017-12-31
Reduce
Reduce
-20.98%
61.38 ($65.22) 67.84
$57.06
-12.51%
Reduce -74.79%
248,333
-736,847
GOOG
Alphabet Inc
2017-12-31
Sold Out
Sold Out
-4.74%
47.58 ($50.9) 53.86
$343.54
574.93%
Sold Out
0
-10,832
GOOGL
Alphabet Inc
2017-12-31
Sold Out
Sold Out
-4.74%
48.34 ($51.62) 54.25
$345.90
570.09%
Sold Out
0
-10,686
UNP
Union Pacific Corp
2017-12-31
Reduce
Reduce
-1.13%
110.27 ($120.51) 136.32
$293.68
143.70%
Reduce -13.68%
135,022
-21,404
RAI Unlock Delisted
Reynolds American Inc
2017-09-30
Sold Out
Sold Out
-43.30%
63.94 ($65.08) 66.89
$65.40
0.49%
Sold Out
0
0
BTI
British American Tobacco PLC
2017-09-30
New Buy
New Buy
+28.05%
60.8 ($64.54) 71.55
$57.06
-11.59%
New holding
985,180
985,180
BKR
Baker Hughes Co
2017-09-30
Sold Out
Sold Out
-0.72%
32.54 ($35.47) 37.91
$64.82
82.75%
Sold Out
0
0
GOOG
Alphabet Inc
2017-09-30
Reduce
Reduce
-0.45%
44.94 ($46.58) 49.02
$343.54
637.53%
Reduce -11.36%
216,640
0
GOOGL
Alphabet Inc
2017-09-30
Reduce
Reduce
-0.41%
45.97 ($47.43) 49.92
$345.90
629.29%
Reduce -10.42%
213,720
0
GD
General Dynamics Corp
2017-06-30
Sold Out
Sold Out
-0.39%
185.85 ($195.7) 204.52
$395.78
102.24%
Sold Out
0
0
GOOG
Alphabet Inc
2017-06-30
Reduce
Reduce
-0.38%
41.17 ($45.71) 49.18
$343.54
651.56%
Reduce -9.25%
244,400
0
GOOGL
Alphabet Inc
2017-06-30
Reduce
Reduce
-0.38%
41.99 ($46.71) 50.21
$345.90
640.53%
Reduce -9.29%
238,580
0
MO
Altria Group Inc
2017-03-31
Reduce
Reduce
-4.71%
67.51 ($72.37) 76.45
$65.70
-9.22%
Reduce -32.58%
386,982
0
GOOG
Alphabet Inc
2017-03-31
Reduce
Reduce
-0.25%
39.31 ($41.02) 42.61
$343.54
737.49%
Reduce -6.06%
269,320
0
GOOGL
Alphabet Inc
2017-03-31
Reduce
Reduce
-0.25%
40.39 ($42.05) 43.62
$345.90
722.59%
Reduce -6.12%
263,000
0
FWONA
Liberty Formula One Group
2017-03-31
New Buy
New Buy
+0.20%
28.31 ($31.32) 33.5
$95.22
204.02%
New holding
16,672
16,672
LILA
Liberty Latin America Ltd
2017-03-31
New Buy
New Buy
+0.15%
18.46 ($19.96) 23.55
$8.62
-56.81%
New holding
20,777
18,888
MO
Altria Group Inc
2016-12-31
Reduce
Reduce
-3.81%
61.19 ($64.4) 67.85
$65.70
2.02%
Reduce -21.2%
574,007
0
GOOG
Alphabet Inc
2016-12-31
Reduce
Reduce
-0.49%
36.8 ($38.95) 40.66
$343.54
782.00%
Reduce -10.1%
286,700
0
GOOGL
Alphabet Inc
2016-12-31
Reduce
Reduce
-0.44%
37.66 ($39.98) 41.79
$345.90
765.18%
Reduce -9.1%
280,140
0
CTO
CTO Realty Growth Inc
2016-12-31
Add
Add
+0.20%
16.27 ($17.46) 18.5
$22.00
26.00%
Add 0.65%
4,659,225
0
BKR
Baker Hughes Co
2016-12-31
Reduce
Reduce
-0.17%
49.96 ($59.37) 66.89
$64.82
9.18%
Reduce -18.8%
37,193
0
GOOGL
Alphabet Inc
2016-09-30
Reduce
Reduce
-1.18%
35.24 ($39.11) 40.8
$345.90
784.43%
Reduce -22.64%
308,200
0
GOOG
Alphabet Inc
2016-09-30
Reduce
Reduce
-1.04%
34.72 ($37.97) 39.36
$343.54
804.77%
Reduce -20.29%
318,900
0
100/Page
Total 36

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