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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 | 91,709.00 | 0% | 92.21 | 0% | 26.01 | +2.65% | -1.32% | 381.36 | REITs | |
FWONA | Liberty Formula One Group | 16,672 | 568.00 | 0% | 0.57 | 0% | 0.01 | +5.24% | +2.90% | 15,573.32 | Media - Diversified | |
LILA | Liberty Latin America Ltd | 18,888 | 365.00 | 0% | 0.37 | 0% | 0.01 | +2.27% | -1.37% | 1,471.12 | Telecommunication Services | |
UNP | Union Pacific Corp | 40,780 | 6,818.00 | -19.23% | 6.86 | -1.45% | 0.01 | -2.94% | -5.95% | 140,206.24 | Transportation | |
MO | Altria Group Inc | 0 | 0 | Sold Out | 0 | -3.80% | 0 | +4.40% | +4.66% | 70,937.97 | Tobacco Products |
Total 5
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