Philip Morris International (PM) Gained from Zyn's Explosive Growth
Broyhill Asset Management, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | GQG Partners Rajiv Jain | 55,096,316 | $8,837,452,408 | +1% | 14.56% |
| 2. | Fundsmith LLP Terry Smith | 6,124,597 | $982,385,359 | -15% | 5.74% |
| 3. | First Eagle Investment Management Jean-Marie Eveillard | 5,808,120 | $931,622,512 | -6% | 1.64% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 4,975,855 | $798,127,142 | +52% | 0.47% |
| 5. | Gardner Russo & Gardner Tom Russo | 4,697,508 | $753,480,359 | +1% | 8.13% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $78.57 | 500 | $39,285.00 | 16,310 | 2019-05-31 | Filing | |
| $80.74 | 500 | $40,370.00 | 15,810 | 2019-05-29 | Filing | |
| $84.67 | 2,500 | $211,675.00 | 15,310 | 2019-04-29 | Filing | |
| $80.99 | 15,000 | $1,214,839.50 | 62,323 | 2018-05-14 | Filing | |
| $81.49 | 25,000 | $2,037,142.50 | 47,323 | 2018-05-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $181.61 | 33,800 | $6,138,418.00 | 164,463 | 2026-02-19 | Filing | |
| $183.58 | 1,000 | $183,580.00 | 7,254 | 2026-02-20 | Filing | |
| $183.46 | 5,000 | $917,300.00 | 21,182 | 2026-02-20 | Filing | |
| $181.69 | 4,000 | $726,760.00 | 34,412 | 2026-02-19 | Filing | |
| $183.13 | 14,350 | $2,627,915.50 | 45,301 | 2026-02-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 145,262,397 | $23,300,088,479 | 0.34% | |
| 2. | 132,355,726 | $21,230,315,477 | 2.89% | |
| 3. | 109,251,178 | $17,523,888,951 | 0.3% | |
| 4. | 101,377,875 | $16,262,966,904 | 2.55% | |
| 5. | 54,996,480 | $8,901,474,363 | 0.3% |