 | |
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 |
LILA | Liberty Latin America Ltd | 18,888 | 365 | 0% | 0.37 | 0% | 0.01 | -26.49% | -5.47% | 1358.286 | Telecommunication Services | |
FWONA | Liberty Formula One Group | 16,672 | 568 | 0% | 0.57 | 0% | 0.01 | +16.33% | +40.91% | 21989.918 | Media - Diversified | |
CTO | CTO Realty Growth Inc | 4,659,225 | 91709 | 0% | 92.21 | 0% | 26.01 | +10.90% | +26.55% | 616.011 | REITs | |
UNP | Union Pacific Corp | 40,780 | 6818 | -19.23% | 6.86 | -1.45% | 0.01 | -2.64% | +1.45% | 148933.003 | Transportation | |
MO | Altria Group Inc | 0 | 0 | Sold Out | 0 | -3.80% | 0 | +9.65% | +51.52% | 97544.962 | Tobacco Products |
Total 5
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers