British American Tobacco p.l.c. (BTI): A Bull Case Theory
We came across a bullish thesis on British American Tobacco p.l.c. on Compounding Dividends’s Substack by TJ Terwilliger. In this article, we will summarize the bulls’ thesis on BTI.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | First Eagle Investment Management Jean-Marie Eveillard | 1,407,980 | $79,719,833 | +10% | 0.14% |
| 2. | Savoir Faire Capital Management Brian M. Crombie | 156,783 | $8,877,053 | -37% | 4.21% |
| 3. | Bayforest Capital Theodoros Tsagaris | 2,117 | $119,865 | -40% | 0.09% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 918,653 | $52,014,133 | 4.87% | |
| 2. | 565,723 | $32,031,236 | 0.01% | |
| 3. | 559,252 | $31,664,872 | 3.93% | |
| 4. | 557,887 | $31,587,543 | 0.06% | |
| 5. | 623,793 | $26,671,522 | 0.02% |