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Wintergreen Advisers LLC - David Winters

Wintergreen Advisers LLC a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2019
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David Winters

David Winters
Wintergreen Advisers LLC

Hedge Fund Manager
Ranked #350 out of 487 Hedge Fund Managers

Portfolio Gain

-14.47%
Since Jan 2016

Sharpe Ratio

-0.14
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$99.46M
David Winters manages more assets than 1% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

-1.74%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
52.80% Real Estate
6.14% Industrial Goods
0.91% Communication Services
0.00% Consumer Defensive
A breakdown of Wintergreen Advisers LLC's portfolio by sector

Wintergreen Advisers LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Altria Group
Sold Out
Consumer Defensive
$50.04
($42.40-$57.68)
+7.29%
-100.00%
0.00
0.00%
Liberty Media Liberty Formula One
Not Changed
Communication Services
$31.68
($28.57-$34.78)
+82.73%
0.00%
567.51K
0.55%
Union Pacific
Reduced
Industrial Goods
$152.31
($132.17-$172.44)
+53.36%
-19.23%
6.82M
6.14%
CTO Realty Growth
Not Changed
Real Estate
$19.16
($17.13-$21.18)
+48.33%
0.00%
91.71M
52.80%
Liberty Global LiLAC
Not Changed
Communication Services
$17.38
($14.09-$20.67)
-62.72%
0.00%
365.29K
0.37%
See a list of Wintergreen Advisers LLC's holdings, as reported to the SEC on Mar 31, 2019. Click on any holding to see more details

Measured Performance

Compare Wintergreen Advisers LLC's performance with other Hedge Funds and the S&P 500

Wintergreen Advisers LLC activity FAQ

What is Wintergreen Advisers LLC’s portfolio gain since Jun 2013?
Wintergreen Advisers LLC’s portfolio gain since Jun 2013 was -14.47%.
    What is Wintergreen Advisers LLC’s Sharpe Ratio?
    Wintergreen Advisers LLC’s Sharpe Ratio is -0.14.
      What is Wintergreen Advisers LLC’s portfolio value?
      Wintergreen Advisers LLC’s portfolio value is $99.46M.
        What is Wintergreen Advisers LLC’s average return since the fund’s last 13F filing?
        Wintergreen Advisers LLC’s average return since the fund’s last 13F filing is 51.32%.
          What was Wintergreen Advisers LLC’s average return in the last 12 months?
          Wintergreen Advisers LLC’s average return in the last 12 months was 0.58%.
            What was Wintergreen Advisers LLC’s average return in the last 3 years?
            Wintergreen Advisers LLC’s average return in the last 3 years was -1.74%.
              When was the most recent most recent 13F form submitted by Wintergreen Advisers LLC?
              Wintergreen Advisers LLC's most recent 13F form was submitted on Mar 31, 2019.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is David Winters Net Worth?
                  David Winters is Managing Wintergreen Advisers LLC which has a net worth of $99.46M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of David Winters and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.