13F Filings For Q1: Einhorn, Klarman, Buffett, Loeb, Ubben, Tepper and More
David Winters of Wintergreen Advisers has thrown in the towel on a Berkshire Hathaway “company” Coca-Cola while David Einhorn has significantly reduced his stake in Apple, 13F filings show. Winters frustrated with Coke, adds CSX exposure, 13F shows After fighting a David and Goliath battle against what he said was excessive management compensation and lackluster oversight, Wintergreen cut is holdings from 2,508,827 shares at December 31, 2014 to 788,233 shares as of March 31, 2015. “Our research highlighted weaknesses in Coca-Cola’s strategy that are now routinely cited by brokerage analysts and other investors,” Winters said in a statement emailed to...