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 | +9.43% | +2.99% | 400.42 | REITs | |
FWONA | Liberty Formula One Group | 16,672 | 568.00 | 0% | 0.57 | 0% | 0.01 | +3.25% | +8.02% | 16,268.66 | Media - Diversified | |
LILA | Liberty Latin America Ltd | 18,888 | 365.00 | 0% | 0.37 | 0% | 0.01 | +30.96% | +15.73% | 1,668.38 | Telecommunication Services | |
UNP | Union Pacific Corp | 40,780 | 6,818.00 | -19.23% | 6.86 | -1.45% | 0.01 | -1.49% | +0.31% | 149,443.31 | Transportation | |
MO | Altria Group Inc | 0 | 0 | Sold Out | 0 | -3.80% | 0 | +15.22% | +15.39% | 78,152.00 | Tobacco Products |
Total 5