Tracking David Winters' Wintergreen Advisors Portfolio - Q3 2012 Update

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).


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