PM

Philip Morris International

11 super-investor ownerscombined $2.48Blargest position 9.2%

1 TRIM

11 of the 83 super-investors we track hold PM, worth a combined $2.48B per their latest 13F filings. The largest position: Thomas Russo at 9.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 42 of 100 (how strongly the cohort backs it) — ranked #96 of 742 stocks.

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Why super-investors own PM

PM is held by 11 super-investors in our cohort, with a combined position value of $2.5B. The highest-conviction owner is Thomas Russo at 9.2% of their portfolio. Cohort ownership has shrunk from 12 to 11 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 11

Peak: 15

Owners (11) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	First Eagle Investment Management	1.8%	39q	$1.07B	5,925,468
2	Thomas Russo	9.2%	40q	$820M	4,530,846
3	Lee Ainslie	2.4%	26q	$264M	1,457,059
4	Terry Smith	3.8%	18q	$171M	944,396
5	Joel Greenblatt	0.1%	40q	$126M	695,011
6	Thomas Gayner	0.2%	40q	$21M	114,500
7	Dodge & Cox Funds	<0.1%	40q	$3M	16,500
8	Bill Nygren	<0.1%	40q	$1M	6,093
9	Yacktman Asset Management	<0.1%	40q	$905K	5,000
10	Mairs & Power Funds	<0.1%	40q	$459K	2,537
11	Christopher Bloomstran	<0.1%	2q	$319K	1,762