Wintergreen Advisers, LLC Q4 2018 vs Q1 2019: Significant Shifts in Holdings

Wintergreen Advisers, LLC, a well-known investment management company, has been quite active in Q4 2018 and Q1 2019. According to the latest 13F filings, the company has reshuffled its holdings by adding new positions, closing some of the old ones and increasing the shares in some of its long-term investments.

One of the most notable moves by Wintergreen Advisers is its investment in Consolidated Tomoka Land Co (CTO). The company maintained a consistent position in CTO by holding 1,553,075 shares in both Q4 2018 and Q1 2019. However, the value of the shares increased from $81,536,000 to $91,709,000, representing a significant change of 12.5%.

Wintergreen also made some changes in its position in Union Pacific Corporation (UNP). The company decreased its holdings from 50,486 shares in Q4 2018 to 40,780 shares in Q1 2019, resulting in a decline of 2.3% in the share value from $6,979,000 to $6,818,000.

Another noteworthy move was its investment in Liberty Latin America Ltd (LILA). Wintergreen Advisers maintained a consistent position by holding 18,888 shares in both Q4 2018 and Q1 2019. However, the value of the shares increased drastically from $273,000 to $365,000, representing a significant change of 33.7%.

Wintergreen also made a significant move by selling all its shares in Altria Group Inc (MO) in Q4 2018. The company held 71,331 shares in MO, worth $3,523,000. However, in Q1 2019, the company didn't hold any shares in MO, representing a 100% change.

Lastly, Wintergreen also maintained its position in Liberty Media Corp-Liberty For (FWONA) with consistent holdings of 16,672 shares in both Q4 2018 and Q1 2019. However, the value of the shares increased from $495,000 to $568,000, representing a significant change of 14.7%.

In conclusion, Wintergreen Advisers made significant changes to its holdings in Q4 2018 and Q1 2019, with the addition of new positions, the closing of older ones and the increase of shares in some of its long-term investments. Investors can take note of these changes, which potentially could have a ripple effect on the market and the stock price movements of these companies.