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 Q3 2024 it was held by 14 managers with an aggregate reported value of $5.52B, which is 0.48% of the combined portfolio.
As of Q3 2024, 14 tracked institutional managers held PM (PHILIP MORRIS INTERNATIONAL) with an aggregate reported value of $5.52B — 0.48% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q3 2024
- Ticker
- PM
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Terry Smith - Fundsmith | 5.77% | Reduce -17.0% | 12,012,659 | $1.46B |
| 2 | First Eagle - First Eagle Investment Management | 2.67% | Add +0.2% | 10,673,176 | $1.3B |
| 3 | Viking Global Investors - Viking Global Investors | 4.01% | Reduce -17.0% | 9,052,483 | $1.1B |
| 4 | Thomas Russo - Gardner Russo & Quinn | 6.71% | Reduce -1.5% | 5,386,500 | $653.92M |
| 5 | Stephen Mandel - Lone Pine Capital | 4.06% | Reduce -32.8% | 4,480,656 | $543.95M |
| 6 | Lee Ainslie - Maverick Capital | 4.55% | Reduce -4.2% | 1,923,751 | $233.54M |
| 7 | Stanley Druckenmiller - Duquesne Family Office LLC | 4.83% | Add +27.6% | 1,134,635 | $137.75M |
| 8 | Ariel Investments - Ariel Investments | 0.22% | Reduce -43.7% | 179,593 | $21.8M |
| 9 | Thomas Gayner - Markel Asset Management | 0.13% | - | 114,500 | $13.9M |
| 10 | Dodge & Cox - Dodge & Cox | 0.00% | - | 17,000 | $2.06M |
| 11 | Yacktman Asset Management - Yacktman Asset Management | 0.01% | - | 7,301 | $886.34K |
| 12 | Bill Nygren - Oakmark Funds | 0.00% | Add +0.3% | 4,722 | $573.25K |
| 13 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.00% | - | 2,800 | $339.92K |
Call holders — bullish via leverage
1 manager holds call options on PM — a right to buy at strike. Notional value, not premium.
| 1 | Stanley Druckenmiller - Duquesne Family Office LLC | Reduce -51.0% | 472,200 | $57.33M |
Loading holder history for PM…