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PM - Philip Morris International In

This page shows which of the focused investors we track hold PM and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2014 it was held by 17 managers with an aggregate reported value of $1.68B, which is 0.22% of the combined portfolio.

As of Q4 2014, 17 tracked institutional managers held PM (Philip Morris International In) with an aggregate reported value of $1.68B0.22% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2014
Ticker
PM

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Thomas Russo - Gardner Russo & Quinn7.32%Reduce -3.7%9,873,952$804.23M
2Bill Nygren - Oakmark Funds0.73%Reduce -0.1%5,790,427$471.63M
3Terry Smith - Fundsmith7.23%Add +28.1%2,488,707$202.71M
4Tweedy Browne Co. - Tweedy Browne Value Fund3.87%-1,854,479$151.05M
5Ariel Investments - Ariel Investments0.20%Add +49.2%209,522$17.07M
6Thomas Gayner - Markel Asset Management0.25%-114,500$9.33M
7Ruane Cunniff LP - Ruane Cunniff LP0.04%Reduce -4.0%91,317$7.44M
8Christopher Davis - Davis Advisors 0.02%Reduce -94.1%58,067$4.73M
9Yacktman Asset Management - Yacktman Asset Management0.01%Reduce -50.5%29,389$2.39M
10Dodge & Cox - Dodge & Cox0.00%Reduce -2.9%20,300$1.65M
11First Eagle - First Eagle Investment Management0.00%-13,800$1.12M
12Bill Miller - Miller Value Partners0.04%-12,700$1.04M
13Mairs & Power Growth Fund - Mairs & Power Growth Fund0.01%-7,852$640K
14Valley Forge Capital Management - Valley Forge Capital Management0.07%Reduce -12.7%7,314$596K
15Jensen Investment Management - Jensen Investment Management0.01%New6,070$494K
16Harry Burn - Sound Shore0.01%Reduce -14.6%5,010$408K
17Steven Check - Check Capital Management0.04%Add +67.2%4,012$327K
Loading holder history for PM