Enlightened American: David Winters (Wintergreen Fund) 2008 Q4 13F SEC Filing
Quarter Ending 12/31/2008 Back to the Enlightened American Website
David Winters (Wintergreen Fund)
*****  NEW POSITIONS TAKEN
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
*****  SOLD OFF
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
N/A N/A EBAY INC 443,600 $22.38 $9,928,000
N/A N/A GRUPO TELEVISA SA DE CV 407,130 $21.87 $8,904,000
*****  HOLD POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
0.00% -42.43% CANADIAN NATURAL RESOURCE LTD 609,167 609,167 $39.49 $68.59 $24,056,000 $41,785,000
0.00% -54.91% CHESAPEAKE ENERGY CORP 1,831,793 1,831,793 $16.17 $35.86 $29,620,000 $65,688,000
0.00% -11.58% CONSOLIDATED TOMOKA LAND CO 1,481,474 1,481,474 $38.19 $43.19 $56,577,000 $63,985,000
0.00% -21.00% FOMENTO ECONOMICO MEXICANO-SP 1,339,660 1,339,660 $30.13 $38.14 $40,364,000 $51,095,000
0.00% -21.77% GENERAL DYNAMICS CORPORATION 618,323 618,323 $57.59 $73.62 $35,609,000 $45,521,000
0.00% 1.74% SPDR GOLD TRUST 131,039 131,039 $86.55 $85.07 $11,341,000 $11,147,000
0.00% -48.24% WYNN RESORTS LTD 1,589,022 1,589,022 $42.26 $81.64 $67,152,000 $129,728,000
*****  AUGMENTED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
2.69% -26.87% 750 BERKSHIRE HATHAWAY INC DEL 28,619 27,869 $3,213.98 $4,394.99 $91,981,000 $122,484,000
6.47% -13.77% 10,289 COCA COLA FEMSA SA DE C V 169,230 158,941 $43.51 $50.46 $7,363,000 $8,020,000
118.20% -27.63% 270,453 FRANKLIN RESOURCES INC 499,269 228,816 $63.78 $88.13 $31,843,000 $20,166,000
88.65% -34.07% 131,029 GOLDMAN SACHS GROUP INC 278,829 147,800 $84.39 $128.00 $23,530,000 $18,918,000
44.92% -56.43% 293,573 LEUCADIA NATIONAL CORP 947,169 653,596 $19.80 $45.44 $18,754,000 $29,699,000
*****  REDUCED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
-26.53% -17.09% -387,408 REYNOLDS AMERICAN INC 1,072,732 1,460,140 $40.31 $48.62 $43,242,000 $70,992,000
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