Philip Morris (PM) Bets $1.2B on ZYN as BAT (BTI) Steps Up Its Pouch Push
Philip Morris International (NYSE:PM) just turned a $600 million plan into a $1.2 billion one.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | First Eagle Investment Management Jean-Marie Eveillard | 5,925,468 | $1,071,976,429 | +1% | 1.79% |
| 2. | Bronte Capital John Hempton | 300,176 | $54,304,840 | -12% | 5.83% |
| 3. | RWC Asset Management Tord Stallvik (Ceo) | 177,837 | $32,172,492 | +3% | 1.22% |
| 4. | Markel Gayner Asset Management Tom Gayner | 114,500 | $20,714,195 | 0.16% | |
| 5. | 55,800 | $10,094,778 | +49% | 0.04% |
| 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. | 11,669,878 | $2,111,197,787 | 0.35% | |
| 2. | 8,573,094 | $1,567,434,041 | 0.5% | |
| 3. | 7,187,028 | $1,300,204,957 | 2.91% | |
| 4. | 6,216,401 | $1,124,607,067 | 0.27% | |
| 5. | 6,099,688 | $1,101,602,033 | 0.98% |