Wintergreen - WGRNX
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average rating: 3.87 / 16 ratings
DESCRIPTION:

Date updated:11-24-2009

As of 9/30/2009 funds at Wintergreen Advisers, LLC were valued at $494.4 million.

During the quarter the fund had 15 total positions. The top five sector weightings are in: Financial (46.73%), Capital Goods (18.98%), Energy (16.20%), Consumer/Non-Cyclical (13.33%), and Services (2.80%).

During the quarter some of the following significant actions were taken:

Positions closed out (0 positions): none
New positions (0 positions): none
Decreased positions (1 position): RAI
Increased positions (5 positions): BRK-B, KO, FFH, KOF, MCD

Here are the holdings as of September 30, 2009.

symbol name last price % change open
  • +
  • BRK-B
    Berkshire Hath Hl
  • $74.53
  • +0.40%
  • $74.72

18.90% of portfolio. Position was increased by 0.37%.

People owning BRK-B also tend to own: AEGAZINGINTCOPA.VORCLSDA

TheStreet.com Rating: No Rating What is this?

  • +
  • BEN
    Franklin Res Inc
  • $97.22
  • +0.96%
  • $97.80

11.47% of portfolio. Position was unchanged.

People owning BEN also tend to own: AFLBABACBAXCMCSACSCODOW

TheStreet.com Rating: C+ What is this?

  • +
  • CTO
    Cons Tomoka Land
  • $30.71
  • +1.86%
  • $30.63

10.85% of portfolio. Position was unchanged.

People owning CTO also tend to own: FURGEHLGETIMBRXPTEKPWEITELK

TheStreet.com Rating: C- What is this?

  • +
  • GS
    Goldman Sachs Grp
  • $152.49
  • +0.92%
  • $152.82

9.70% of portfolio. Position was unchanged.

People owning GS also tend to own: ADSCOFIVZJLLJPMRYSCHW

TheStreet.com Rating: C What is this?

  • +
  • CNQ
    Canadian Nat Res
  • $65.32
  • +1.92%
  • $65.19

8.29% of portfolio. Position was unchanged.

People owning CNQ also tend to own: ACEAMPAXPBAMBKDNBFPIC

TheStreet.com Rating: C+ What is this?

  • +
  • GD
    Gen Dynamics Cp
  • $68.04
  • +2.55%
  • $66.95

8.13% of portfolio. Position was unchanged.

People owning GD also tend to own: CBHCKFRDGXDKSGOOGGSIART

TheStreet.com Rating: B- What is this?

  • +
  • CHK
    Chesapeake Energy
  • $24.51
  • 0.00%
  • $N/A

7.91% of portfolio. Position was unchanged.

People owning CHK also tend to own: ACIAINVANRAPCBBDBTUCMCSK

TheStreet.com Rating: C- What is this?

  • +
  • RAI
    Reynolds American
  • $51.80
  • +0.60%
  • $51.92

6.84% of portfolio. Position was decreased by -7.2%.

People owning RAI also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: B What is this?

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