PM - PHILIP MORRIS INTERNATIONAL
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 2020 it was held by 11 managers with an aggregate reported value of $3.78B, which is 0.35% of the combined portfolio.
As of Q4 2020, 11 tracked institutional managers held PM (PHILIP MORRIS INTERNATIONAL) with an aggregate reported value of $3.78B — 0.35% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2020
- Ticker
- PM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Terry Smith - Fundsmith | 5.34% | Reduce -0.2% | 19,467,941 | $1.61B |
| 2 | First Eagle - First Eagle Investment Management | 2.43% | Reduce -18.0% | 10,428,496 | $863.38M |
| 3 | Thomas Russo - Gardner Russo & Quinn | 6.31% | Add +1.9% | 8,407,300 | $696.04M |
| 4 | Ariel Investments - Ariel Investments | 4.11% | Reduce -3.5% | 4,408,951 | $365.02M |
| 5 | Bill Nygren - Oakmark Funds | 0.44% | Reduce -0.1% | 2,736,413 | $226.55M |
| 6 | Thomas Gayner - Markel Asset Management | 0.14% | - | 114,500 | $9.48M |
| 7 | Yacktman Asset Management - Yacktman Asset Management | 0.02% | - | 23,501 | $1.95M |
| 8 | Dodge & Cox - Dodge & Cox | 0.00% | - | 18,713 | $1.55M |
| 9 | Bruce Berkowitz - Fairholme Capital | 0.09% | New | 14,100 | $1.17M |
| 10 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.00% | Add +1.1% | 4,877 | $404K |
| 11 | Lee Ainslie - Maverick Capital | 0.00% | Reduce -16.5% | 1,340 | $111K |
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