Below is a spreadsheet that highlights the changes to David Winters' Wintergreen Advisors US long stock portfolio as of Q3 2012:
David Winters is a deep value investor mentored by Michael Price of Mutual Series. Since inception in 2006, there have only been minor changes to his concentrated portfolio - average number of positions since inception is around 12. This quarter, several positions were adjusted incrementally. The one comparatively big change was the elimination of Coca Cola FEMSA (KOF).
David Winters is a deep value investor mentored by Michael Price of Mutual Series. Since inception in 2006, there have only been minor changes to his concentrated portfolio - average number of positions since inception is around 12. This quarter, several positions were adjusted incrementally. The one comparatively big change was the elimination of Coca Cola FEMSA (KOF).
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