David Carr, Larry Coats Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of David Carr, Larry Coats - RS Capital Appreciation Fund – Q4-2011 portfolio movements as of Q4/2011 (December 31, 2011). In total, they have 26 stocks with a total portfolio worth of USD 107,167,000.