This page lists the portfolio holdings of David Winters.

Stock Holdings

David Winters - Wintergreen Advisers

Period: Q2 2010
Portfolio date: 30 Jun 2010
No. of stocks: 15
Portfolio value: $410,591,000

SymbolStock% of portfolioSharesRecent activity
BRK.B hist Berkshire Hathaway CL B 25.68 1,322,950
CNQ hist Canadian Natural Resources 10.98 2,716,668 Add 100.29%
BEN hist Franklin Resources 10.52 501,044
CTO hist Consolidated Tomoka Land Co. 10.28 1,481,474
RAI hist Reynolds American Inc. 8.37 659,657
PM hist Philip Morris Intl. 8.05 720,826 Reduce 25.91%
GD hist General Dynamics 6.76 474,180 Reduce 20.34%
KO hist Coca Cola Co. 4.55 372,600
GS hist Goldman Sachs Group 4.55 142,329 Reduce 49.59%
KOF hist Coca-Cola FEMSA S A CV 2.84 186,230
MCD hist McDonald's Corp. 2.50 155,750
LUK hist Leucadia National Corp. 1.82 382,169
WYNN hist Wynn Resorts Ltd. 1.78 96,051
MJN hist Mead Johnson Nutrition Co. 0.82 67,447
FMX hist Fomento Economico Mexicano 0.50 47,500 Buy

Sector % analysis

Financials

52.85
Consumer Staples

20.97
Materials

10.98
Industrials

6.76
Consumer Goods

4.16
Consumer Discretionary

2.50
Services

1.78

Articles & Commentaries

14 Jul 2010 Video: David Winters on Bloomberg
David Winters Recommends Richemont, Swatch, Nestle...
01 Jul 2010 Investing Opportunities Outside the U.S.
FOR DAVID WINTERS, a veteran value investor who learned his craft at the Mutual Series Funds, sound investing turns on three words: Do the work. That means spending an inordinate amount of time analyzing a company to get an edge against competing investors; sometimes taking an activist role to get a company to shape up; and poring over bankruptcy records to find overlooked companies...
30 Apr 2010 Video: David Winters
David J. Winters, Managing Director, Wintergreen Advisers, talks at The Ben Graham Centre for Value Investing...
15 Apr 2010 Video: David Winters on CNBC
Recommends Jardine Matheson Holdings, Nestle, Richemont...













31 Mar 2010 Roaming the Globe for Trifecta Investments
David Winters of Wintergreen Fund on the fund’s investing criteria, Berkshire’s purchase of BNSF, the growth opportunities in Asia, and a penchant for chocolate and jewelry...
15 Mar 2010 Video: David Winters on Bloomberg
Winters Likes Swatch, Canadian Natural, Coca-Cola Femsa...
19 Jan 2010 Video: David Winters on CNBC
How to invest in 2010, with the Power Lunch team and David Winters, Wintergreen Fund portfolio manager & CEO...












27 Dec 2009 Video: David Winters on Consuelo Mack
Noted value investor David Winters, who Smart Money magazine identified as one of the "world's greatest investors," joins Consuelo in one of her "Great Investor" interviews to share where he is finding value in the market now.


30 Oct 2009 Video: David Winters on Bloomberg
David Winters of Wintergreen Advisers sees value in Berkshire Hathaway, Nestle and Canadian Natural Resources...
08 Jul 2009 Video: David Winters, Wintergreen Advisers
Value investor David Winters on CNBC
28 May 2009 Video: David Winters on CNBC
Opportunities across the globe, with David Winters, Wintergreen Advisers CEO...
21 May 2009 Video: David Winters of Wintergreen Advisers
David Winters Interviewed on Bloomberg. He sees value in NSRGY, SCHP, GS, GD...