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David Winters13F | |
| Wintergreen Advisors | |
| Last update 2019-05-10 | 4 Stocks (0 new) |
| Value $99.00 Mil | Turnover 0 % |
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 | 91,709.0 | 0% | 92.210 | 0% | 26.010 | -7.98% | -8.58% | 569.8 | REITs | |
FWONA | Liberty Formula One Group | 16,672 | 568.0 | 0% | 0.570 | 0% | 0.010 | +17.05% | +12.96% | 25,865.5 | Media - Diversified | |
LILA | Liberty Latin America Ltd | 18,888 | 365.0 | 0% | 0.370 | 0% | 0.010 | -13.66% | -7.55% | 1,175.2 | Telecommunication Services | |
UNP | Union Pacific Corp | 40,780 | 6,818.0 | -19.23% | 6.860 | -1.45% | 0.010 | -2.20% | +1.76% | 137,054.9 | Transportation | |
MO | Altria Group Inc | 0 | 0 | Sold Out | 0.000 | -3.80% | 0.000 | +3.57% | +16.44% | 99,028.9 | Tobacco Products |
Total 5
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