David Winters

David Winters

13F
Wintergreen Advisors
Last update 2019-05-10 4 Stocks (0 new)
Value $99.00 Mil Turnover 0 %
Countries:
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 Top Holdings of 2019-03-31 View Full List
Ticker
CTO
UNP
FWONA
LILA
MO
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
91709.000
0%
92.210
0%
26.010
+5.76%
+26.42%
615.710
REITs
UNP
Union Pacific Corp
40,780
6818.000
-19.23%
6.860
-1.45%
0.010
+0.93%
-0.08%
146404.913
Transportation
FWONA
Liberty Formula One Group
16,672
568.000
0%
0.570
0%
0.010
+11.28%
+29.35%
20062.318
Media - Diversified
LILA
Liberty Latin America Ltd
18,888
365.000
0%
0.370
0%
0.010
-19.16%
+4.17%
1488.597
Telecommunication Services
MO
Altria Group Inc
0
0.000
Sold Out
0.000
-3.80%
0.000
+9.24%
+42.72%
91604.642
Tobacco Products

David Winters's Historical Top Holdings Breakdowns

David Winters Total Holding History ($B)

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David Winters's Asset Allocation

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David Winters Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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